Guides · JobBOSS2 profitability reporting
JobBOSS² reports vs MarginGuard: an honest comparison
JobBOSS² is your ERP and has real job-costing reports. This page explains, honestly, when those are enough and when shops add MarginGuard on top.
By the MarginGuard team · FactoryEdgeAI · Last reviewed
- JobBOSS² runs the shop and records estimated vs actual
- MarginGuard ranks and tracks margin erosion across all jobs
- They connect through a CSV/Excel export, with no API project
The problem
Shops evaluating margin tools worry about buying a second system that overlaps their ERP. That's fair: JobBOSS² already has job costing summary, margin analysis, and performance reports with estimated vs actuals. The question is what you do with those reports each week.
What to measure
JobBOSS² reports are enough if you review a manageable number of jobs individually and someone already compiles the cross-job view. Shops add MarginGuard when they export to Excel every month to rank jobs, roll up by customer, or track whether fixes stuck.
How MarginGuard helps
MarginGuard takes the JobBOSS² export and does the cross-job work: dollar-ranked erosion, category and customer rollups, alerts, history across uploads, and an opportunity tracker. JobBOSS² stays untouched as the system of record.
Next step: sign up, load the demo, or compare plans.
How to get started
- Step 1Export from JobBOSS²
Any job-cost or margin report that exports to Excel or CSV.
- Step 2Upload to MarginGuard
The JobBOSS² preset maps the columns automatically.
- Step 3Review weekly
Use the ranked erosion list as the agenda for a 30-minute margin review.
When JobBOSS² reports are enough
Low job volume, one person reviewing every job, and no need to track actions or trends across months. In that case, keep using the built-in reports. MarginGuard won't add much.
When shops add MarginGuard
Higher job volume, multiple people who need the same view (owner, estimating, operations), recurring Excel work to rank and roll up jobs, or a need to show that margin fixes actually held.
| Capability | JobBOSS² reports | MarginGuard |
|---|---|---|
| Estimated vs actual per job | Yes | Yes (from export) |
| Quoting, scheduling, shop-floor data collection | Yes | No |
| Rank all jobs by margin dollars lost | Manual / Excel | Automatic |
| Erosion rollup by customer and cost category | Manual / Excel | Automatic |
| History and trends across months | Report re-runs | Kept across uploads |
| Alerts on new losing jobs | No | Yes |
| Action tracking (potential → implemented → verified) | No | Yes |
| Live sync | n/a | Not yet (CSV today) |
FAQ
- Is MarginGuard a JobBOSS² alternative?
- No. It's a companion. You keep JobBOSS² for running the shop and add MarginGuard for cross-job margin review.
- Does MarginGuard write back to JobBOSS²?
- No. It only reads the export you upload.
- How much JobBOSS² data do I need?
- One job-cost export with revenue and estimated and actual costs. Ninety days of closed jobs is a good start.
Related MarginGuard pages
Related FactoryEdgeAI products
MarginGuard is the profitability layer. Pair it with the rest of the FactoryEdgeAI family when you need alarms or machine monitoring too.
- MarginGuard
Job-level profitability intelligence: estimate vs actual, margin alerts, and opportunity tracking beside your ERP.
- FactoryEdgeAI
CNC alarm lookup, troubleshooting guides, and shop-floor knowledge for machinists and programmers.
- Machine Monitor
MTConnect machine monitoring for utilization and status — pair with MarginGuard when you want contribution, not just busy spindles.
Act on JobBOSS2 profitability reporting
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.