Workflow · Job costing

Know what each job actually cost, before the last invoice goes out.

Every lumber run, sub bill and card charge lands on the right project as it is coded, so the job report is true while the job is still open, not three weeks after it closes.

For the bookkeeper or office manager at a builder, contractor or trade business who rebuilds the job-cost report every month from receipts, bills and memory.

Bills, card charges and change orders flow into three project columns, each with its own running cost against its estimate.

The job today

The trucks go out at seven. By eight the card statement has forty new charges on it, and most of them say “HOME DEPOT #4471” and nothing else. Somewhere in the truck there is a receipt with “Willow St” written on it in marker, or there isn’t. The supplier invoices arrive by email as PDFs with a job name in the reference field, sometimes the right one. The subs bill whenever they remember to, and one of them bills two jobs on one invoice.

So the job-cost work happens in batches, usually at month-end, usually by the one person in the office who knows which super was on which site that week. They open the card feed in one tab, the receipts folder in another, the project list in a third, and they go line by line: this is Maple, this is Oak Street, this one is a guess. The estimate lives in a spreadsheet on the shared drive. The change orders live in somebody’s email.

What goes wrong is quiet. A $3,800 window order lands on general job supplies instead of the job it was for, and that job looks profitable until the final invoice is already out. A class gets left off half the lines, so the by-division report is wrong for the whole quarter and nobody notices until the owner asks why framing made money and finishing didn’t. The report the owner wants, how is this job doing right now, is always a month late.

With Zeno

Your AI does the line-by-line work through Zeno, and you do the deciding.

Bank and card activity comes into Zeno from the bank connection or a statement file. Bills and receipts forwarded to the client’s documents address are read and matched to the vendor list. When you ask for the week’s coding, the AI puts each cost on its project as part of the plan: on the line of a bill, a check, a card charge, a vendor credit, a purchase order or a journal entry, and on the form itself for an invoice or estimate. Zeno reads the company’s projects live from QuickBooks and resolves every name against them before the plan is drawn, so a misspelled job is a question, not a new project.

Some places don’t take a project directly, and Zeno knows which. QuickBooks Online quietly drops a project put on a deposit line; Zeno refuses that line and tells the AI to name the project as the line’s customer instead, which is how QuickBooks lists each project, under its client. You see a plan that will post the way it reads.

Projects themselves change through plans too. Creating the Maple Avenue project, moving its due date, marking it complete: each is a line in a plan you approve, and Zeno refuses a plan that would leave two projects with the same name.

Classes and locations ride on the same lines. The built-in check for expenses of $1,000 or more with no class runs over the books on request and shows you the gaps, so the by-division report stops being a quarterly surprise. Fixes for what it finds come back as one plan, and one reversible run.

Projects, classes and locations need QuickBooks Online Plus or Advanced, with Projects turned on in the company settings. A company connected before Zeno asked for the Projects permission is told to reconnect from the Clients page.

What your AI brings from elsewhere

The parts of job costing that never lived in QuickBooks are the parts your AI can reach on its own, through the connectors you have given it.

Zeno doesn’t connect to any of these. Your AI does, through Claude, ChatGPT or Muse. What it learns there is evidence for the plan; the plan still waits for you.

Where it stops

Zeno doesn’t decide how overhead is allocated across jobs, and it doesn’t run payroll, so labour costs arrive however your payroll provider posts them. It doesn’t close a project on its own judgment: marking one complete is a plan line you approve.

What to ask

Start with one of these.

You ask“Code this week’s Home Depot and Ferguson charges for Willow Street Builders. Put each one on its job, and ask me about any that could be two jobs.”

You getA plan with each charge on its project line, coded by the client’s rules and history. Charges that could belong to more than one job are held back with the question that would settle each one.

You ask“Set up the Maple Avenue addition as a new project under the Hendricks customer, starting the 3rd, due end of March.”

You getA plan that creates the project with its customer and dates. Nothing exists in QuickBooks until you approve it.

You ask“Which large expenses this quarter have no class or job on them?”

You getThe built-in check for expenses of $1,000 or more with no class, with the transactions behind it, ready to fix as one plan.

You ask“How is the Oak Street kitchen running against its estimate?”

You getThe project’s costs from QuickBooks’ own reports, read live. Your AI sets them beside the estimate, whether that is a QuickBooks estimate or the spreadsheet on the drive, with the bills behind the difference.

What stays yours

The judgment doesn’t move.

Zeno prepares, checks and records. These stay with the person whose name is on the work.

  • Which job a shared delivery or a split lumber order really belongs to
  • When a change order becomes billable, and for how much
  • Whether overhead gets spread across jobs, and how
  • When a project is finished and closed
Other workflows

The rest of the month.

More things to ask → · How card charges come in → · What Zeno will not do →

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Put one real job costing through review.