CFOS for QuickBooks, coming January 2027See what you get
CFOSWHAT IT DOES
CFOS FOR QUICKBOOKS · WHAT IT DOES

Set it up the way your company works.

Every person opens to what they need first and sees only what you allow. You turn on the parts you use, pick your own titles and cost codes, and connect the tools you keep.

30 days free, a 90-day money-back guarantee, and cancel anytime. It opens January 2027.

YOUR SEAT

Each person opens to their own first screen

The owner's dashboard leads with the gauges for gross margin, overhead, net profit and actual cash flow, then the jobs behind them. A project manager opens to cost to complete and extra work. Each person can turn tiles and sections off and bring them back, and the choice is saved for that person in that company.

People find their own work first. Other people's jobs and figures stay out of their way. That keeps every screen short.

YOUR PARTS

Turn on the parts you use

Job costing and the QuickBooks link are always on. Every other part has a switch in Setup, including safety, inventory, the crew board and reminder emails to the GC. A connected app gets its own tab only while it's connected and on, and your CFO can turn that tab off for the company.

YOUR ORG CHART

Your titles, your reporting lines, your access

CFOS starts with a catalog of titles, from owner and COO to superintendent, foreman and apprentice. You turn titles on or off, rename them, copy one to make another and add your own. Each title has its own access, and people follow the title they hold. The owner can set one person apart from their title when that's needed.

Divisions and reporting lines are yours too. A manager sees their own projects, their team's and, with the right access, all of them, filtered by person or division. The owner picks who may invite whom, who may change the org chart and who may sign for the company.

YOUR CODES

Start from a cost code list, or make your own

Pick the subcontractor list, the general contractor list or your own. Set how many digits each level has, and add codes as the work calls for them. Equipment, overhead and the other CONTROL templates download filled in with what's already there. They upload back on the same screen.

YOUR COMPANIES

One login for every company you own

If you own more than one company, each has its own tile with its logo, and you switch between them in one click. Each company has its own people, titles and settings. You can add a company from QuickBooks in a few steps.

YOUR TOOLS

Connect the tools you keep

A tool you like stays. Connect it with a button, the CFOS API or a file, and its records reach the right job. The connect page shows how each kind of tool links and how long it takes.

90-DAY MONEY-BACK · CANCEL ANYTIME

Get on the list for the day it opens

30 days free, a 90-day money-back guarantee, and cancel anytime.

30 days free, a 90-day money-back guarantee, and cancel anytime. It opens January 2027.

QUESTIONS

What people ask

Is there construction software I can customize for my company?

Yes. In CFOS you set each person's first screen, the parts that are on, the titles and who holds them, who sees what and your cost codes. Job costing and the QuickBooks link are always on.

Can I customize the dashboard in my job costing software?

Yes. Each person can turn tiles and sections off and bring them back. The choice is saved for that person in that company, and each title opens to its own dashboard.

Can I choose who sees what in construction software?

Yes. Access follows the title a person holds, and the owner can set one person apart. A project manager sees their own jobs, and some figures, such as overhead, are limited to the people you allow.

Can I use my own cost codes in job costing software?

Yes. Start from the subcontractor list or the general contractor list, or make your own. You set the digits for each level and add codes as you need them.

Can I turn off the parts of the software I don't use?

Yes. Every part other than job costing and the QuickBooks link has a switch in Setup. You pay one price and use what fits.

Can I add my own job titles and org chart?

Yes. You can turn titles on or off, rename them, copy one to make another and add your own. You also pick who reports to whom and who can change the org chart.

Can I change these settings myself, or do I need your help?

Your owner can change them, and the owner can pick a CFOS software manager to do it day to day. That person gets the setup permission and can't change who sees what. You can also have us set it up.

Is CFOS fully customizable?

You can change how each screen opens, which parts are on, your titles, who sees what, your cost codes and which tools connect. Those are the main controls today. If you need something that isn't on that list, tell us on the connect request page.

Updated

8 Steps 60 Days

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