Job-Cost Reconciler
Find the 15% of jobs losing money by Friday. Replaces Knowify $186/mo + bookkeeper 4h/week.
The problem
Knowify Pro $186/mo and JobTread $179/mo both promise job costing but need constant manual entry. Most SMB trades shops discover 3 months later that their 'easy' installs were 40% margin losers. By then, the damage is lunch-money-for-the-year.
What changes
Weekly Fri 5pm: agent pulls invoices, timecards, material POs, and fuel cards; matches each to a job; calculates true gross margin; emails owner the bottom 5 jobs by margin with root cause (labor over, materials over, scope creep).
A day in the life
What this agent actually does.
- 1
Fri 5:00pm: reconciles 47 completed jobs this week against labor, materials, fuel, subs
- 2
Fri 5:03pm: 3 jobs below 20% GM — agent tags 'Job 1142: 14h actual vs 6h quoted'
- 3
Fri 5:05pm: email to owner with top 5 margin-eaters + suggested fix (estimator retrain)
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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