Objective
Maintain clean job records so estimate-vs-actual analysis reflects real execution, not messy data.
Core workflow
- Create jobs with clear scope, customer, and estimated labor fields.
- Assign workers and confirm status transitions (scheduled to in progress to complete).
- Review overrun signals weekly and annotate root causes by job type.
- Feed findings back into quoting assumptions for similar work.
Data quality checks
- Every active job has an estimate and current status.
- Completed jobs have final hours and closure notes.
- Project-level rollups match job-level labor totals.
Common mistakes and fixes
- Using broad status labels: standardize status definitions across team.
- No closure review on overruns: add weekly top-overrun debrief.
- Mixing project and service jobs in same assumptions: split by job type.
Next guide: Workers and Time