Contractor Plus Integration

Contractor Plus Integration for Contractor Accounting

Contractor Plus runs the job in the field. Contractor Plus Books turns that activity into job costing, WIP reporting and financials your bank, bonding agent and CPA will accept — without your team re-keying anything into spreadsheets.

What Contractor Plus does

Contractor Plus is field and job management software: estimating, invoicing, work orders, scheduling, crew time tracking and job documentation. It is where the work actually gets recorded as it happens.

What Contractor Plus Books does

We are the accounting and fractional CFO side. We structure the books around jobs, close every month on a schedule, and give owners margin, WIP and cash-flow numbers they can make decisions on.

How the two work together

From the field to financials you can act on

A simple, repeatable handoff so job data and accounting stop telling two different stories.

  1. Step 1

    Captured in the field

    Estimates, work orders, crew hours, material purchases, change orders and job photos are recorded on the job in Contractor Plus.

  2. Step 2

    Mapped into the ledger

    We agree on the job list, cost codes, labor burden rates and revenue treatment, then map them into your accounting file so nothing lands in a generic expense bucket.

  3. Step 3

    Reconciled every month

    Field totals, bank activity, payroll and vendor bills are reconciled together, so job cost and the financial statements agree instead of drifting apart.

  4. Step 4

    Reported back to you

    You get job margin by job, WIP and over/under billing, a 13-week cash-flow view, and a monthly decision meeting on what to do next.

Where it shows up

The reporting this integration feeds

Who this is for

Contractors who have outgrown basic bookkeeping

Roofing and specialty contractors running multiple crews and active jobs, where field data exists but nobody can say which jobs made money this month.

Already a Contractor Plus user?

Sign in to the Contractor Plus app to manage jobs, estimates and crews. Your accounting, job costing and CFO reporting are handled by our team on the Contractor Plus Books side.

FAQ

Contractor Plus integration questions

Contractor Plus is field and job management software for contractors — estimates, invoices, work orders, crew time, and job documentation captured on site and in the office.

Your financial reports should answer questions.
Not create more of them.

Book a 20-minute review of your job margins, cash flow and reporting — or model a contract's cash impact first with the free analyzer.

Not ready to talk? Take the 3-minute Financial Health Check.

Book a 20-Minute Financial Review