Controller overview · books closed through August 31, 2026

Built straight from the QuickBooks Online general ledger for six active jobs, plus the job estimates, the change-order log and each PM's estimate to complete.

Where we stand: backlog of … at a projected … margin, … below what we bid. The jobs are net … over/(under) billed, and the line of credit is drawn …. Lowest projected cash through December: ….

Everyone works in the same model. PMs update their estimate to complete and log change orders on the Project detail page; each edit records who made it and when, and flows through the WIP schedule, the job forecasts and the cash forecast at once. Click any job in the WIP table to open it.