Works with · JobManager CSV margin import
Works with JobManager exports
Keep JobManager; import job-cost CSV/Excel into MarginGuard. No live sync required.
- JobManager CSV/Excel export supported today
- Job cost variance and margin alerts
- Live API integration: roadmap (not claimed as shipping)
The problem
Shops on JobManager already have job data. What they lack is a focused profitability review layer that does not require a live API project first. 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.
What to measure
Export job costs from JobManager, import to MarginGuard, and run weekly margin reviews. Run a weekly margin review: sort by dollars at risk, assign owners, and track opportunities as potential → implemented → verified.
How MarginGuard helps
MarginGuard is deliberately not a JobManager replacement. “Works with JobManager” means CSV/Excel export support today—not live synchronization unless explicitly marked supported. 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 1Export 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 2Import 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 3Review 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 JobManager CSV margin import
Works with JobManager exports 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 JobManager?
- No. MarginGuard is a profitability companion. You keep JobManager as the system of record and import job-cost CSV/Excel exports for estimate-vs-actual review.
- How do we connect?
- Start with CSV/Excel job-cost exports from JobManager. Live API connectors are on the roadmap and are not required to get value today.
- 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.
- Does MarginGuard replace my ERP?
- No. It is a read-oriented profitability layer. You keep JobBOSS², E2, or your current system as the system of record.
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Act on JobManager CSV margin import
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.