CFOS for QuickBooks, coming January 2027See what you get
CH 01JOB COST CODE TEMPLATE
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 use
ITEM 04
A mapping sheet for whatever codes you use today
DO THIS IN CFOS FOR QUICKBOOKS

Set these codes up once in CFOS

CFOS keeps your cost codes on three levels with the seven cost types, and it matches them to QuickBooks Online. Bills, time and equipment post to the right code on the right job. The estimate imports as the job budget by cost code, so budget against actual means something from day one.

See what CFOS for QuickBooks does or read how the module works.

ACCESS ยท KEY REQUIRED

This one is gated

Scanning the QR code in chapter 1 opens it with nothing to type. If you typed the address yourself, enter the key printed under that code. It's the same key on every chapter, so one look at any of them opens all 6.

No key? Get CONTROL. The key's printed inside it, under the QR code at the end of 6 of the 8 chapters.

GET CONTROL

Updated

8 Steps 60 Days

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