Trades Job Check

Is this job worth taking? Enter the numbers before you bid. All amounts in CAD, before tax.

Example job loaded

1The job

Trade

Job name

Builder or customer

Contract price

House size

sq ft

optional; used for price per unit

2Labour

Workers

× Days on the job

× Hours per day

= Total crew hours

hrs

Change workers, days or hours per day and the total updates. You can also type the total yourself. Average wage

$/hr

CPP, EI and vacation pay

employer share of CPP and EI, plus 4% vacation pay; add any benefits here Your WCB rate

$per $100

Labour contingency

cushion for crews running over

3Other job costs

Materials you pay for$0

nails, hardware; lumber if supply-and-install

Equipment, fuel, rentals$0

Subcontractors

total for any trades you hire for this job

4Overhead and target

Monthly overhead

office, trucks, insurance, software; owner pay only if you don't work on the crew Jobs finished per month

Profit goal

If you work on the crew, your wage is already in the crew hours, so any profit above 0% is extra. Target net margin

set by your profit goal, or type your own

5Getting paid

Build time

days

calendar days on site Customer pays after invoice

days

0 if paid on completion This job has a holdbackTurn off for work paid in full on completion. Holdback

Holdback released after

days

after the work is finished Line of credit rate

%/yr

interest while you wait to be paid

6Your business

Your logo

Upload logo

PNG or JPG. It goes at the top of your proposals and invoices.

Company name

Phone and email

Business address

My business is registered for GST/HST GST/HST number

required on invoices when you charge GST Tax rate

5% GST in Alberta; use your province's HST rate if it applies How customers pay you

printed on every invoice

Saved on this device, so you only set it up once.

7Proposal for the customer

Customer email

Proposal price

before tax; starts at your contract price Revision

go up by 1 each time you send a new price Price good for

days

Deposit on signing

0 for none Estimated start

optional Scope of work

what you will do; starts with a template for your trade Not included

Notes for the customer

Printed on the proposal. Private notes Only you see this

Never printed, emailed or shared. Saved with the job.

Negotiation check only you see this

The customer never sees your costs or margin, only the price, scope and terms.

8Invoice the customer

What are you billing?

Invoice number

goes up by 1 after you send one Invoice date

Work complete

Deposit

Already invoiced

earlier invoices on this job, before tax Customer email

Extras and change orders

Notes on the invoice

Printed on the invoice. Private notes Only you see this

Never printed, emailed or shared. Saved with the job.

Invoice summary

The amount is based on your proposal price in step 7.

Saved jobs

Saved jobs stay in this browser only.