Keystone. The estimate becomes the budget.
Win the job and Keystone sets up the budget by your cost codes, with the bids you carried as commitments. Then it tracks every cost against it while you build.
Replaces: Retyping the estimate into accounting, and the job cost spreadsheet.
What Keystone does
The won estimate becomes the original budget, line for line, by cost code.
Every bid you carried becomes a commitment against its codes.
What’s spent, what’s committed and what’s left, by code, as it happens.
Priced from the estimate’s own numbers, approved, and added to the budget.
Pay applications from the schedule of values, ready for the lender’s inspection.
Exports to QuickBooks and most job cost tools, so your accountant keeps their system.
Step by step
How a job will go through Keystone.
- 1Win the bidClose out the estimate as won in Tally.
- 2Confirm the budgetBy cost code, with the commitments from the carried bids.
- 3Track costsInvoices and costs land against their codes.
- 4Change and billChange orders and draws from the same numbers.
- 5Close the jobFinal cost by code, and what it teaches the next estimate.
Works with the other three
Keystone works on its own. With the others, nothing gets retyped.