Does MarginGuard replace my ERP?

No. MarginGuard is a profitability layer that sits beside JobBOSS², E2, or CSV exports from your existing system.

How do I get started?

Create an account, upload a CSV export of jobs, and review variance and margin alerts in minutes.

Is there a free trial?

Yes. You can start with a trial and connect CSV data before choosing a paid plan.

How do we connect data today?

Export a job / job-cost spreadsheet (CSV or Excel), upload it in MarginGuard, map columns, and review jobs, variance, and alerts. Live ERP APIs are planned later.

Do you guarantee margin improvement?

No. MarginGuard surfaces underperforming jobs and tracks opportunities as potential, implemented, and verified—without fake ROI claims.

Guides · MarginGuard demo checklist

Bring a CSV to your MarginGuard demo

Make demos concrete. Use MarginGuard for MarginGuard demo checklist with CSV/Excel imports beside your ERP.

Sample job export
Know your target margin
List two problem customers

The problem

Generic demos do not convince shop leaders. Keep JobBOSS², E2, or whatever ERP you use. Export job costs; analyze margins in MarginGuard. “Works with” means CSV/Excel export support unless a live API is explicitly marked supported. Today MarginGuard starts with CSV/Excel job-cost imports (templates + column mapping). Live JobBOSS² / E2 API sync is on the roadmap—not required to get value. We never claim live ERP synchronization is shipping.

Ready to measure this on your jobs?

What to measure

Your data in the product creates belief. Run a weekly margin review: sort by dollars at risk, assign owners, and track opportunities as potential → implemented → verified.

How MarginGuard helps

Book a demo and arrive with an export. MarginGuard is not an ERP, scheduler, MRP, or accounting system. It is a profitability companion that sits beside the system you already run. We do not guarantee savings. Opportunities are tracked as potential, implemented, and verified so claims stay honest.

Next step: sign up, load the demo, or compare plans.

How to get started

Step 1
Export job costs from your ERP
Pull a CSV or Excel job / job-cost report from JobBOSS², E2, Epicor, Global Shop, ProShop, or a generic template. Include job id, revenue or quote, and cost fields when available.
Step 2
Import and map columns in MarginGuard
Upload the file, confirm column mapping, and let MarginGuard normalize jobs for estimate vs actual review. Live API sync is on the roadmap and is not required.
Step 3
Review variance, alerts, and opportunities
Sort by dollars at risk, open underperforming jobs, and track opportunities as potential, implemented, and verified—without fake ROI guarantees.

Why shops search for MarginGuard demo checklist

Bring a CSV to your MarginGuard demo usually means leadership already suspects estimate-vs-actual gaps but lacks a weekly review layer. MarginGuard sits beside the ERP you keep: import job-cost exports, surface margin leaks in dollars, and run honest opportunity tracking. MarginGuard is not an ERP, scheduler, MRP, or accounting system. It is a profitability companion that sits beside the system you already run.

Truthful scope for today

Today MarginGuard starts with CSV/Excel job-cost imports (templates + column mapping). Live JobBOSS² / E2 API sync is on the roadmap—not required to get value. We never claim live ERP synchronization is shipping. Keep JobBOSS², E2, or whatever ERP you use. Export job costs; analyze margins in MarginGuard. “Works with” means CSV/Excel export support unless a live API is explicitly marked supported. We do not guarantee savings. Opportunities are tracked as potential, implemented, and verified so claims stay honest.

FAQ

Does MarginGuard replace my ERP?: No. MarginGuard is a profitability layer that sits beside JobBOSS², E2, or CSV exports from your existing system.
How do I get started?: Create an account, upload a CSV export of jobs, and review variance and margin alerts in minutes.
Is there a free trial?: Yes. You can start with a trial and connect CSV data before choosing a paid plan.
How do we connect data today?: Export a job / job-cost spreadsheet (CSV or Excel), upload it in MarginGuard, map columns, and review jobs, variance, and alerts. Live ERP APIs are planned later.
Do you guarantee margin improvement?: No. MarginGuard surfaces underperforming jobs and tracks opportunities as potential, implemented, and verified—without fake ROI claims.

Still deciding? Start with a CSV import or the demo shop.

Related MarginGuard pages

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Act on MarginGuard demo checklist

Create a free account, import a job-cost CSV, and review margin leaks—or load the demo shop first.

Keep your ERP. CSV import today. Create an account or sign in.