Back to case studies
EngineeringWorkshops & project houses

Job costing & production control

Quote to job card to invoice, with labour and material capture, WIP valuation and margin analysis per job.

FileMaker ProFileMaker ServerAccounting integration

The starting point

Quotes lived in word processor files, job cards on the floor and costs in the accountant's spreadsheet. By the time a job was costed it was finished, so the margin was known only after the money had gone.

What we built

  • Quoting with costing sheets that convert straight into a job card
  • Labour and material capture at the bench, on the floor or on site
  • Work-in-progress valuation that updates as costs land
  • Margin reporting per job, per customer and per product family

What it delivers

  • Live WIP valuation and per-job margin analysis
  • Labour and material capture at the workbench
  • Quote-to-invoice without re-typing

The outcome

Jobs are costed while they are still running. Unprofitable work is spotted early, quoting improves against real history, and month-end reconciliation shrinks to a review.

Typical modules

QuotingJob cardsTime & material captureWIP valuationMargin reporting

FAQs

Questions about projects like this

Your system next

Bring us the process that looks like this one.

A 30-minute discovery call is usually enough to see how closely your operation matches this pattern — and what it would take to adapt it.