CFOS for QuickBooks, coming January 2027See what you get
CFOSFOR YOUR SEAT
CFOS FOR QUICKBOOKS · FOR YOUR SEAT

For PMs who want to know how the job is doing

You know how the job is going before the owner asks. Cost to complete, the change order log, dailies and pay apps are in one place. You see your own jobs and no one else's.

We email you when CFOS for QuickBooks opens, plus a few updates before then. Your address stays with Run On CFOS. One click unsubscribes.

30 days free, a 90-day money-back guarantee, and cancel anytime. It opens January 2027. We email you the day it opens.

THE PM SEAT

Your jobs, your numbers

A PM is judged on whether the job finishes on budget. You can't do that from a report that comes out three weeks after the month ends. CFOS shows job cost against the budget by cost code, updated every hour.

You see your own jobs only. The other PMs' jobs and the company numbers aren't on your screen unless the owner gives you access. That keeps your view short and useful.

EVERY MONTH

Cost to complete and committed cost

At month end you enter cost to complete on each of your jobs, by cost code. The controller or owner approves it, and it feeds the WIP schedule. A job that's going to lose money gets flagged while there's still time to change something.

Committed cost is what you've signed and not yet spent, from POs and subcontracts. That's the number that tells you whether cost to date is hiding a problem. The rest of the budget is what you can still spend.

CHANGES

The change order log, dailies and T&M

The foreman fills out a daily with the crew, equipment and photos. If the work is extra, a T&M ticket rides on the daily and the GC signs it on site. It becomes a change order draft, and it goes on the next pay app.

The change order log keeps numbers and revisions in order, so you know what's pending, approved and billed. RFIs, submittals and punch items are tracked next to it. Nothing lives in your truck or in an old email.

BILLING

Pay apps with due dates and reminders

Pay apps are built on the schedule of values with retainage and stored materials. CFOS sets the due date and reminds you. You tell the office what percent is complete, and they send it, because a late pay app is a late check.

WHAT YOU STOP DOING

What you stop doing

You stop emailing the office for a cost report and stop keeping a private spreadsheet of change orders. You stop guessing where the job is before the owner's Monday call. The numbers are already on your screen.

Most of the time you save goes back to the field, where the job is. The office gets fewer calls too. Everyone works from the same numbers.

  • Asking for job cost reports
  • Tracking change orders in a spreadsheet
  • Rewriting T&M tickets at the office
AT YOUR SIZE

A PM at a $4M contractor may own every job, while a PM at $30M owns a few. In both cases the seat shows only the jobs you're assigned. The owner or controller can add more.

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.

We email you when CFOS for QuickBooks opens, plus a few updates before then. Your address stays with Run On CFOS. One click unsubscribes.

30 days free, a 90-day money-back guarantee, and cancel anytime. It opens January 2027. We email you the day it opens.

QUESTIONS

What people ask

What does a project manager enter in CFOS each month?

Cost to complete on each of your jobs, by cost code. The controller or owner approves it. The number then feeds the WIP schedule.

Can a PM see the other PMs' jobs?

No, not unless the owner allows it. Permissions go down to which jobs and which numbers each person sees. The same limits apply when a PM asks Claude or ChatGPT.

How does a T&M ticket become a change order?

The foreman logs it on the daily and the GC signs on site. It becomes a change order draft. The draft goes on the next pay app.

Does a PM get reminded when a pay app is due?

Yes. Pay app due dates come with reminders to the PM. That way the app goes out on time and the check isn't late.

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.