Guides
Guides for better margin decisions
Practical guides for CSV exports, margin reviews, estimating feedback, and pricing discipline.
- How to export job costs from JobBOSS²
How to export JobBOSS2 job costs to Excel/CSV: which report, the exact columns, common mistakes, and a worked estimate-vs-actual example.
Read guide → - How to export job costs from E2 Shop System
How to export E2 Shop job costs to Excel/CSV: which report, the exact columns, common mistakes, and a worked estimate-vs-actual example.
Read guide → - How to export job costs from Epicor Kinetic
How to export Epicor job costs to Excel/CSV: which report, the exact columns, common mistakes, and a worked estimate-vs-actual example.
Read guide → - How to export job costs from Global Shop Solutions
How to export Global Shop job costs to Excel/CSV: which report, the exact columns, common mistakes, and a worked estimate-vs-actual example.
Read guide → - How to export job costs from ProShop
How to export ProShop ERP job costs to Excel/CSV: which report, the exact columns, common mistakes, and a worked estimate-vs-actual example.
Read guide → - Job cost CSV: what to include, how to map it, mistakes to avoid
Prepare a manufacturing job cost CSV for margin analysis: required fields, column mapping, the five most common import mistakes, and free templates.
Read guide → - The 30-minute weekly margin review
A 30-minute weekly margin review agenda for job shops: who attends, what data to bring, five agenda items, and how to track decisions so margin leaks get fixed.
Read guide → - How to read a job cost variance report
Read a job cost variance report in five minutes: which columns matter, how to separate noise from patterns, and what to do about labor and material overruns.
Read guide → - JobBOSS² reports vs MarginGuard: an honest comparison
JobBOSS² job costing reports vs MarginGuard: when the built-in reports are enough, when shops add a profitability layer, and how the two work together.
Read guide → - Estimated vs actual job costing: a practical guide for job shops
Compare estimated vs actual job costs in manufacturing: the formulas, a worked example, the five variance categories, and a weekly review that recovers margin.
Read guide →
More topics
- Set margin targets your shop will actually watch
- Close the loop between estimates and actuals
- Review customer margins without a data science team
- Your first 30 days with MarginGuard
- Margin KPIs that fit on one page
- Price increase conversations backed by job history
- Stop taking jobs that teach you the same loss twice
- Get sales and ops staring at the same margins
- Baseline margins with historical job imports
- Margin meeting template (keep it short)
- When the data says reprice
- ERP does jobs. A profitability layer does decisions.
- Utilization without margin is a vanity metric
- Make scrap a margin conversation
- Surcharges grounded in what jobs actually did
- Coach estimators with closed-job evidence
- Board-ready margin slides from job actuals
- Your job data, used for decisions
- Graduate from the margin spreadsheet
- Cascade margins without KPI theater
- Bring a CSV to your MarginGuard demo
- Define trial success before you start
- E2 and MarginGuard: operations plus contribution
- Turn leaks into a managed opportunity backlog
- Part-family margin playbook
Also useful
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