CH 01JOB COST CODE TEMPLATE
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CFOS TOOLKIT · CHAPTER 1 · STEP 01

Job cost code template

Two separate cost code structures, one built for a subcontractor and one built for a general contractor, because the two trades sort cost differently.

WHAT IS IN IT

The template covers

ITEM 01
A subcontractor sheet with seven cost categories and 54 lines to fill in
ITEM 02
A GC sheet with all 26 CSI MasterFormat divisions already written out
ITEM 03
The same words for the estimate and the ledger, whichever one you run
ITEM 04
A mapping sheet for whatever codes you use today
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No key? CONTROL publishes October 1, 2026 and the key is printed in it, under the QR code at the end of 6 of the 8 chapters.

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THE CHAPTER BEHIND IT

Step 01: Job cost structure

Seven cost categories and three levels of granularity, built so the estimate and the ledger use the same words.

CHAPTER 1
Job cost structure
What the chapter covers and what has to be true before it works.
STEP 01
Job cost codes that match how you bid the work
The working reference: dependencies, what it feeds, and how to tell it's installed.
TOOLKIT
All 6 templates
Every template, and why two chapters carry none.
THE OTHER FIVE

More templates

CHAPTER 2
Equipment cost basis worksheet
Ownership, maintenance and insurance in one sheet, so equipment gets charged to the job that used it.
CHAPTER 3
Overhead calculator
Enter your indirect costs at whatever frequency you pay them, and get the overhead rate your bids have to carry.
CHAPTER 4
Estimating alignment meeting agenda
The agenda that gets estimating and accounting using the same cost codes.
CHAPTER 6
PM standards pack
The written standards your project managers follow so billing dates hold without you chasing them.
CHAPTER 7
Cash flow, WIP and the CEO report
Four separate downloads: the 13 week forecast, the WIP schedule a bank will accept, the CEO report skill, and the guide that installs it.

8 Steps 60 Days

CONTROL is the full system, written for commercial subcontractors from under $1M to $100M. It publishes on October 1, 2026. 8 steps, 6 working templates, and the order they install in. $9.99 ebook, $24.99 paperback.

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