Works with · JobBOSS2 job profitability analysis
Job profitability analysis for JobBOSS² shops
See which JobBOSS² jobs lost money, how much, and in which cost category, from the export you already have. Keep JobBOSS² as your ERP.
By the MarginGuard team · FactoryEdgeAI · Last reviewed
- Works with JobBOSS² 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
JobBOSS² ships job costing summary, margin analysis, and performance reports that show estimated vs actual per job. Where shops get stuck is the next step: ranking every job by dollars lost, rolling variance up by customer or cost category, and tracking what was done about it week to week. Reviewers on software marketplaces often mention exporting to Excel to do exactly that.
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 JobBOSS² sample export.
How MarginGuard helps
Export a job-cost report from JobBOSS² (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. JobBOSS² stays the system of record.
Next step: sign up, load the demo, or compare plans.
How to get started
- Step 1Export from JobBOSS²
Follow the JobBOSS² 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 JobBOSS²
JobBOSS² 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 JobBOSS². It doesn't live-sync today; you upload an export. That keeps setup to minutes and leaves JobBOSS² 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
- JobBOSS² sample export (CSV)
Try the full flow before exporting your own data.
FAQ
- Does MarginGuard replace JobBOSS²?
- No. JobBOSS² stays your system of record for quoting, scheduling, and shop-floor data collection. MarginGuard reads a job-cost export and focuses only on where margin went.
- How is this different from JobBOSS² margin reports?
- JobBOSS² shows estimated vs actual per job. MarginGuard ranks all jobs by dollars lost, breaks erosion down by cost category and customer, raises alerts, and tracks opportunities as potential, implemented, and verified.
- How long does the first import take?
- Usually a few minutes once you have the export: upload, confirm Job # and Customer, review readiness, import.
- Is our JobBOSS² data safe?
- You upload only the columns in your export. Data is scoped to your organization, and no ERP credentials or database access are needed.
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See which JobBOSS² jobs lost money
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