FOR BOOKKEEPERS AND CONTROLLERS
Material costs that reflect what the job used.
Track what was delivered, what was used, and what came back—with material records your accounting and operations teams can review together.
When purchases, transfers, usage, and returns aren't recorded consistently, reconciling job costs becomes a search for missing details. A shared recording standard gives accounting and operations a clearer basis for reviewing costs and resolving differences.
Start 30-day free trialThree things this changes
Estimated vs. actual material costs
Compare the job estimate with recorded material usage and returns. Review differences with the team while the details are still fresh.
Material value by location
Review recorded material value across warehouses and trucks to support stock checks and month-end review.
A record behind each adjustment
Review who recorded receipts, transfers, usage, returns, and damage—and when—to understand why quantities changed.
What to review during your first 30 days
As your team builds a record of activity, review:
- ✓Recorded material quantities and values at the locations you have set up
- ✓Recorded material costs for jobs your team has tracked
- ✓Differences between estimated and recorded material costs
- ✓Truck stock with little or no recorded movement during the review period
A COMMON QUESTION
Do we have to change how we buy?
No. Keep ordering per job, carrying stock, or using a mix of both. Have your team record deliveries, usage, and returns so you can review the materials and costs associated with each job.
Set the standard for your next job.
Give accounting and operations a shared record of material movements and costs by job.
Start 30-day free trial