Works with · Epicor job profitability analysis
Job profitability analysis for Epicor Kinetic shops
See which Epicor Kinetic jobs lost money, how much, and in which cost category, from the export you already have. Keep Epicor Kinetic as your ERP.
By the MarginGuard team · FactoryEdgeAI · Last reviewed
- Works with Epicor Kinetic CSV/Excel exports today (live API on the roadmap, not claimed)
- Every job ranked by margin dollars lost, not just a percentage
- Erosion broken down by labor, burden, material, and outside processing
- Weekly review list with alerts and tracked follow-through
The problem
Epicor has rich job costing (Job Tracker, Job Costing dashboards), but the estimate-vs-actual review often lives with one analyst who knows BAQ Designer. Exporting one job-level BAQ to MarginGuard gives owners, estimators, and ops a shared, dollar-ranked view without new BAQs for every question.
What to measure
For each job: estimated margin, actual margin, and the dollar gap, split by cost category. Across jobs: total erosion this period, the customers and part families that account for most of it, and whether last month's fixes held. The example below uses a job from the Epicor Kinetic sample export.
How MarginGuard helps
Export a job-cost report from Epicor Kinetic (see the export guide), upload it, confirm the job number and customer columns, and MarginGuard builds the dashboard: total erosion, top losing jobs, where the money went, and alerts for new jobs that slip. Re-upload weekly to keep it current. Epicor Kinetic stays the system of record.
Next step: sign up, load the demo, or compare plans.
How to get started
- Step 1Export from Epicor Kinetic
Follow the Epicor Kinetic export guide to get one row per job with revenue and estimated and actual costs.
- Step 2Upload and confirm
MarginGuard maps the columns, shows a readiness score, and asks about anything ambiguous before saving.
- Step 3Review where margin went
Open the dashboard: erosion in dollars, top losing jobs, cost-category breakdown, and customer rollups. Assign follow-ups as opportunities.
What MarginGuard adds to Epicor Kinetic
Epicor Kinetic answers “what did this job cost?”. MarginGuard answers “which jobs, customers, and cost categories are costing us margin, and are we fixing it?”. It does that by ranking erosion in dollars across every imported job, keeping history across uploads, and tracking each improvement as potential, implemented, and verified. There are no claimed savings until they're verified.
What it doesn't do
MarginGuard doesn't schedule, quote, purchase, or post transactions, and it doesn't write anything back to Epicor Kinetic. It doesn't live-sync today; you upload an export. That keeps setup to minutes and leaves Epicor Kinetic untouched.
| Line | Estimated | Actual | Variance |
|---|---|---|---|
| Labor | $2,800 | $3,100 | $300 |
| Setup | $600 | $650 | $50 |
| Machine / burden | $1,900 | $2,100 | $200 |
| Material | $3,200 | $3,350 | $150 |
| Outside processing | $400 | $420 | $20 |
| Total cost | $8,900 | $9,620 | $720 |
| Margin | $3,600 (28.8%) | $2,880 (23.0%) | −$720 erosion |
Revenue $12,500. Positive variance = cost overrun. Margin erosion = estimated margin − actual margin.
Downloads
- Epicor Kinetic sample export (CSV)
Try the full flow before exporting your own data.
FAQ
- Does MarginGuard replace Epicor?
- No. Epicor remains the ERP. MarginGuard analyzes a job-level export to show where margin went and who should act.
- Is there a live Epicor connector?
- Not today. A REST connector is on the roadmap. A BAQ export works now and needs no integration project.
- Will Epicor field names map automatically?
- Yes. JobNum, CustID, PartNum, ExtPrice, and TLE*/TLA* cost fields are recognized by the Epicor preset.
Related MarginGuard pages
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See which Epicor Kinetic jobs lost money
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