Profitability & Reporting

See profit on every job. In real time.

Werx connects your estimates, costs, and invoices into one live picture - projected and to-date margin on every project, and a company dashboard that shows exactly where the money goes. No exports, no spreadsheets.

Why contractors switch

You can't fix a losing job after it closes. Because estimates, time, costs, and billing all live in Werx, your margin is always current - per project and across the company. Catch the problem job in week two, not at year-end. Included on every plan from $49/mo.

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How it works

Live profitability in 3 steps

1. Everything connects

Estimates become budgets, field time and bills become costs, and pay apps become revenue - all on the same job.

2. Werx does the math

Projected profit, profit-to-date, and margin update automatically as the job moves.

3. See it at every level

Drill into one project or roll it all up to a company-wide view of revenue, cost, and profit.

Per project

A live P&L for every job

Each project shows projected profit and margin, profit-to-date, billed vs. cost, invoices outstanding, expenses by type, and labor hours - all on one screen. Pending change orders are flagged so you know what's still uncaptured.

features job profitability project pl
Whole business

Your whole business at a glance

The dashboard rolls every job into a single view: revenue, cost, profit, and margin, with a month-by-month revenue chart and a breakdown of estimates, invoices, and expenses. Answer "are we making money?" without opening a spreadsheet.

features job profitability company dashboard
Where it goes

See where every dollar goes

Expenses break down by material, labor, subcontractor, equipment, and other - per job and company-wide. Spot the category that's blowing the budget and act on it, backed by the same job costing data that drives your billing.

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Everything included

Everything you need to track profit

Live project margin

Projected and to-date profit on every job.

Company dashboard

Revenue, cost, profit, and margin across all jobs.

Revenue chart

See revenue by month at a glance.

Expense breakdown

Costs by material, labor, subs, equipment, and other.

Invoice & AR view

Outstanding, overdue, and paid at a glance.

No exports needed

It's always current - no spreadsheet rebuilds.

Trusted by Contractors

Contractors run on real numbers, not gut feel

G2

“Great for billing management, processing and applying payments to the project.”

Capterra

“It feels like the platform was built with real contractors in mind, not just software developers guessing what is needed.”

Capterra

“Great program, user friendly and allows Project Managers easy access to monitor their project's budgets.”

FAQ

Profitability & reporting questions

How does Werx calculate job profit?

Werx compares revenue (your invoices and pay apps) against costs (labor, materials, POs, bills, and expenses) on the same job, then shows projected and to-date margin in real time.

Can I see profit across the whole company?

Yes. The dashboard rolls every project into a company-wide view of revenue, cost, profit, and margin, with a monthly revenue chart.

Do I need to run reports or export data?

No. Because estimating, costing, time, and billing all live in Werx, the numbers are always current - there's nothing to rebuild.

What makes the margin accurate?

Labor is costed at the fully burdened rate, committed costs from POs are included, and approved change orders adjust the contract - so the margin reflects reality.

Is reporting included on every plan?

Yes. Profitability and reporting are included on every Werx plan from $49/mo - no upgrade required.

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