Can I use these templates without MarginGuard?

Yes. They are plain CSV files. Open them in Excel or Google Sheets, add your jobs, and add a margin column: (Quoted Revenue − total estimated cost) ÷ Quoted Revenue, and the same with actual cost.

Which columns are required?

To calculate margin you need a job number, revenue, and at least one estimated and actual cost bucket. Customer, part, and machine are optional but make it possible to find patterns across jobs.

Are the ERP samples real exports?

They are sample files shaped like common reports from each ERP, with fictional jobs. Column names in your system may differ depending on version and report configuration; MarginGuard maps columns by meaning, not exact header text.

Free job costing templates for machine shops

A minimal and a full job-cost CSV template, plus sample exports shaped like five common job-shop ERPs. Use them in a spreadsheet or import them into MarginGuard.

Free. No sign-up or email required.

Job costing CSV templates

Minimal job costing template
CSV · 12 columns
Job number, customer, part, quantity, status, machine, quoted revenue, estimated and actual labor and material, due date. Enough to see quoted vs actual margin per job.
Best for: Shops starting from a spreadsheet or a simple ERP report.
Download CSV →
Full job costing template
CSV · 31 columns
Adds setup, machine, and labor hours; setup and machine cost; scrap, rework, outside processing, shipping; workcenter, job type, material grade, and start/completion dates.
Best for: Shops that want hours vs dollars and scrap/rework visibility.
Download CSV →

Sample ERP job-cost exports

Fictional jobs in the column layout of common job-shop ERP reports. Use them to see what a usable export looks like before you pull your own.

ERP	Key columns	Files
JobBOSS²	Job #, Sell Price, Est/Act Labor, Setup, Burden, Material, Outside, Scrap $, Freight.	Sample CSV·Export guide
E2 / Shoptech	Job Number, Unit Price × Quantity Ordered, Est/Actual Labor, Burden, Material, Outside (PO Cost), hours.	Sample CSV·Export guide
Epicor Kinetic (BAQ)	JobNum, ExtPrice, TLE/TLA estimated and actual labor, setup, burden, material, subcontract.	Sample CSV·Export guide
Global Shop Solutions	Work Order, Sales, Estimated Cost, Actual Cost, with labor, overhead, material, outside services.	Sample CSV·Export guide
ProShop	Job, Sell Price, Estimated/Actual Cost, Est/Act Labor and Material, Profit, Margin.	Sample CSV·Export guide

How to use a job costing template

Pull closed jobs for a recent period (a month or a quarter) from your ERP.
Paste them into the template, one row per job. Keep estimated and actual in the same bucket definitions.
Add quoted margin and actual margin columns, then sort by the gap.
Review the top 10 overruns: which bucket, which machine, which customer.

Want to check a single job first? Use the job cost variance calculator. For the full method, see estimated vs actual job costing.

FAQ

Can I use these templates without MarginGuard?: Yes. They are plain CSV files. Open them in Excel or Google Sheets, add your jobs, and add a margin column: (Quoted Revenue − total estimated cost) ÷ Quoted Revenue, and the same with actual cost.
Which columns are required?: To calculate margin you need a job number, revenue, and at least one estimated and actual cost bucket. Customer, part, and machine are optional but make it possible to find patterns across jobs.
Are the ERP samples real exports?: They are sample files shaped like common reports from each ERP, with fictional jobs. Column names in your system may differ depending on version and report configuration; MarginGuard maps columns by meaning, not exact header text.

Skip the spreadsheet

Upload the same CSV to MarginGuard and get every job ranked by margin erosion, with the bucket that caused it.

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