Enter each job's figures at month-end, or bring in the spreadsheet you already keep. You get a one-page CVR for every job, a company summary for the board, and the reason each margin moved, with last month's accruals carried forward and checked so nothing is counted twice.
Free to use. No card. Sign up with your work email. The worked example needs no account.
Each job's order value, tender margin and budget by cost head. Or upload our free Excel CVR template, or your own one-row-per-job sheet, and the jobs come in together.
Value, cost to date and cost to complete: one row per job, or in full by cost head. Last month's accruals come back one at a time: still due, invoiced or released.
Read the company summary and each job's CVR, look at anything the checks flag, then sign off to lock the month. Print the board pack or export it all to Excel.
The same rules as our Excel CVR template, without rebuilding the spreadsheet every month-end.
Forecast final value, cost and margin, this month against last. A job's first month compares with its tender.
The movement split into value, contras and each cost head, and written as a sentence you can put in front of the board.
Old accruals still carried, a cost to complete that's just budget less cost, overrides with no reason, and a main contractor valuing below your application.
A job whose forecast cost is above its forecast value is flagged, so the whole loss is provided now rather than dripping out month by month.
Applied, valued, paid, retention and CIS for every job, shown beside the CVR and never mixed into the margin.
Sign off to lock the month, then print the board pack, download it as a PDF, or export every figure to Excel.
Northgate Interiors Ltd is a fictional drylining subcontractor with three jobs over four month-ends. Walk through its company summary, one job's CVR and the board pack, with a short tour. Nothing is saved.
Your CVRs hold your margins. Here is what happens to them, in plain English.
The detail is in our privacy notice.
Yes. The CVR tool is free to use, with no card and no trial that runs out, and we designed it to stay free. You can export everything to Excel whenever you like. Our business is building custom software for firms that need it shaped around how they work.
UK subcontractors and specialist contractors who report margin job by job each month: directors, commercial managers, quantity surveyors and finance. It suits a business running a handful of jobs or a few dozen.
A cost value reconciliation compares what each job is worth with what it has cost and will cost, so you know its margin before the job ends. Done monthly, it shows which jobs are slipping while there is still time to act.
Yes. Upload our free Excel CVR template once it's filled in, or your own sheet with one row per job. For your own sheet, AI suggests which column is which from the headings alone, you confirm it, and we check the rows add up to your sheet's totals before anything is saved.
No. Every valuation, forecast and margin is calculated by our own code, using the same rules as our Excel template. AI is only used, if you choose, to suggest where the columns are in your own spreadsheet, and it never sees your figures.
Yes. Invite colleagues with a work email at your business, and everyone works on the same jobs and month-ends. Sign-off locks a month so its figures can't change afterwards.
That's what we build. When your CVR should fill itself in from your accounts and cost system, in your own format with your own sign-off steps, we build the software around how you work, and you own it.
The CVR tool works from the figures you enter. When your month-end should pull straight from your accounts and cost system, in your own format with your own sign-off steps, we build the software around how you work, and you own it.
A short call, then we build a working first version of your CVR and job-margin reporting, on your own live jobs. We build 4 a month. If it isn't worth doing, we'll say so.
Built around your own jobs, cost codes and month-end, from the cost data you already keep in Xero, Sage or Excel.
See what we build for construction reporting