All walkthroughs
Module 08 of 10 5 min walkthrough + 9s clip
Financial Tracking
See real margin per job before it closes.
This module video is a 9-second highlight clip.
The full written walkthrough is below, and the longer full-demo MP4 is available if you want to upload the broader product tour to YouTube.
What it is
The Financials tab tracks Job Value, Collected, Spent (materials / labor / subs), and Expected Profit on every project — in real time.
Why it matters
Most contractors only know if a job made money weeks after it closed. ProTrackerr shows you margin slipping while you can still do something about it.
How to use it
- 1Open a project and go to the Financials tab.
- 2Review Job Snapshot: Job Value, Collected, Spent, Expected Profit.
- 3Drill into Spent for the materials / labor / subs breakdown.
- 4Watch the margin badge: Healthy, Tight, or At Risk.
- 5Set up Profit Guard alerts on your highest-value jobs.
Key actions & buttons
- Job Snapshot card — 4-stat financial overview
- Margin badge — Healthy / Tight / At Risk
- Profit Guard alerts — fire when margin slips below target
Best practices
- Check Financials weekly on every active job.
- Don't ignore Tight — it usually becomes At Risk.
- Reconcile Collected vs. invoiced at month-end.