Guides

Each guide takes one job a trade does every week, explains the rule or the arithmetic behind it, and shows how to do it better, even in a spreadsheet. Then it shows the same job in one of our live demos, run by a fictional company, which you can try with one click.

The guides

Construction job costing

How to catch an underpaid worker before anyone signs the certified payroll

Before signing a certified payroll, check each worker against the wage determination: classification, a basic rate at least the determined rate, fringe covered.

Estimating and change orders

From bid invitation to priced bid, without retyping or guessing counts

Split a bid invitation into terms that cost money, each with a page reference, and quantities from a schedule, takeoff or allowance, never guessed.

Field service

How to see which of your maintenance contracts lose money

Set each maintenance contract's earnings against labor, drive time and materials at a loaded rate, and compare hours per visit with what the price assumed.

Commercial landscape installation

Plant substitution requests: proof of non-availability, and what's still short on every job

A plant substitution request needs the specified line, the substitute, a reason, dated nursery lists as proof of non-availability, and the credit or extra.

Distribution

Entering emailed purchase orders without retyping them

Retyping emailed PDF purchase orders causes wrong items, quantities and prices. Catch them with a cross-reference, valid item codes, and price and total checks.

Job shop manufacturing

ISO 9001:2026: the time to move quality records out of spreadsheets

ISO 9001:2026 was published on September 16, 2026, and organizations certified to ISO 9001:2015 have until September 30, 2029 to move to it.

Food traceability

Running a mock recall: from one lot to FDA's sortable spreadsheet

Under FSMA 204, FDA can ask for an electronic sortable spreadsheet of traceability records within 24 hours; it will not enforce the rule before July 20, 2028.

Federal services contractors

The Limitation of Funds notice, line by line

FAR 52.232-22 requires written notice when costs incurred plus those expected in the next 60 days will exceed 75 percent of the funds allotted.

FAA Part 145 repair stations

Every signature against the roster: authorizations, training and calibrated tools

Part 145 sign-offs rest on a part 65 certificated signer, rosters updated within 5 business days, current training and FAA-acceptable tool calibration.

Accredited calibration labs

When a reference standard fails: finding every affected certificate

When a reference standard fails, find every certificate it touched, narrow to readings on the faulty part, then to decisions that could change.