| Safety Lock
Locked Timestamp:
Job Cost Estimator
Build your internal estimate and calculate your selling price.
Date:
Customers must be logged in the database to estimate.
Contact Person
Phone
Email
Billing Address
Saved with this project. Changing the customer's main address later will not change this proposal.
Printed directly on Proposal PDF
Define operating conditions, shift times, site assumptions, or structural ratings specific to this project.
Material Breakdown Quantities synchronized from Take-off
| Line | Qty | Description | Actual Cost | Total | Alt? | Action |
|---|---|---|---|---|---|---|
| Take-off | ||||||
Labor Breakdown
| Line | Hours | Role | Rate | Extended | Alt? | Action |
|---|---|---|---|---|---|---|
| 1 | Auto | |||||
Cost Summary & Sell Price
Materials
Sub-Total
Shipping ($)
Tax (%)
Misc. Consumables (%)
Total Material
Labor
Sub-Total
%
Total Labor
Total Actual Cost
Dollar Profit
Profit Margin
Internal Job Cost Estimate
Project
Customer & Contact
Date
Estimator
Scope of Work
Clarifications & Assumptions
Material Breakdown
| Qty | Description | Unit Cost | Ext Cost |
|---|---|---|---|
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| Raw Material Subtotal: | |||
| Shipping: | |||
| Tax (%): | |||
| Misc. Consumables: | |||
| Total Material Cost: | |||
Labor Breakdown
| Hours | Role / Description | Rate | Ext Cost |
|---|---|---|---|
| Raw Labor Subtotal: | |||
| Total Labor Cost: | |||
Total Actual Cost:
Profit Margin ():
Final Sell Price:
Take-off & Materials
Total Hours:
| Qty | Catalog Search | Brand & Model | Description | Unit Cost | Hrs/Unit | Ext. Hrs | Alt? | Action |
|---|---|---|---|---|---|---|---|---|
Total Take-off Hours
Booker · Daily overview
Your day at a glance
Today's schedule
Scheduled events for today across your team.
Nothing scheduled today
Your upcoming appointments will appear below.
Showing the first 10 events. Open Planner to see all.
Class activity
New registrations, waitlist entries and cancellations · last 20 events
No recorded class activity yet. New public registrations will appear here.
Coming up
Next appointments after today.
No later appointments scheduled.
Getting started
A couple of useful first steps for your Booker workspace.
Solo
Your day, without the paperwork pile.
Take the call, set the appointment, send the quote, do the work, get paid.
Recent Alerts
Latest approvals and payments.
No approvals or payments yet.
Simple workflow
Move each job forward one step at a time.
No open requests.
Archived Requests
No quotes waiting for approval.
No active jobs.
eloQB Command Center
Run the job. Know the numbers.
Start where the work is happening. Estimate new opportunities, manage active projects, review job financials, coordinate design, or support the field.
Submitted Pipeline
Total Sold
Bid-to-Win Rate
Avg Sold Margin
| Project / Client | Pipeline Actions |
|---|---|
| No active drafts. | |
| Project / Client | Bid Value | Pipeline Actions |
|---|---|---|
| No pending bids. | ||
Archived Estimates
No archived estimates.
| Project Name | Contract Value | Sold Margin | Actual Margin (Live) | Anticipated Start | Contract Status | Contract Docs |
|---|---|---|---|---|---|---|
| No sold projects yet. | ||||||
Coming Up
Your next site visits and meetings.
Nothing scheduled.
Team Task List
You're all caught up! No active tasks.
Choose the customer first
Use Create Quote on the customer row. Add a new customer first if they are not listed yet.
CSV Customer Preview
| Customer | Email / Phone | Result |
|---|---|---|
Showing first 100 preview rows. Existing customer matches are skipped.
| Account / Company | Contact | Phone & Email | Billing Address | Actions |
|---|---|---|---|---|
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| No customers found. Click "+ Add Customer" to add your first client. | ||||
Used by Planner, quotes, invoices, dispatch and GPS links.
Front Office
Front Desk
Manage incoming opportunities, team schedules, follow-ups and handoffs.
Requests
Open Requests
Assigned To Me
Appointments
Team Today
Team This Week
Project Admin Follow-up
Open one company-wide tracker at a time for customer follow-up and project administration.
Dispatched Today
Company-wide project follow-up queue.
| Project | Ref / Item | Status | Customer / Detail | Plan Status | Amount / Due | Action |
|---|---|---|---|---|---|---|
| Nothing open in this tracker. | ||||||
Request Queue
Assign, update, edit, convert and archive requests here—no separate queue required.
Customer / Contact
Request
Site Address
Appointment
Assigned To
Status
Actions
No site address
No requests match these filters.
Team Planner & Site Visits
Company schedule at a glance so Front Desk can schedule around the team.
Assigned
No upcoming team appointments.
Reception Task Manager
Create, assign, and follow up on team tasks.
You're all caught up! No active tasks.
CSV Customer Preview
| Customer | Email / Phone | Result |
|---|---|---|
Showing first 100 preview rows. Existing customer matches are skipped.
Used by Planner, quotes, invoices, dispatch and GPS links.
AI Proposal Audit
Get an instant expert review of your scope, margins, and missing items before sending.
Date:
Project:
Prepared For
Job Site Address
Prepared By
Scope of Work
Clarifications & Assumptions
Inclusions
Exclusions
Optional Add-Alternates
| Description of Alternate Work | Add Price |
|---|---|
Total Contract Amount
Terms & Conditions
Authorized Customer Signature
Date
Job In Progress (JIP)
Single Project Financial Tracking, Earned Revenue & Cash Flow Metrics
Revised Contract Price
Base: + COs:
Total Retainage Held
Withheld from billings (Asset)
Estimated Total Cost
Base Sold Cost + CO Cost
Forecasted Total Cost
Synced from Projections or Estimator
Actual Cost To Date
% Comp:
Total Billed To Date
Net Due (w/o Ret):
Earned Revenue To Date
% Complete Revised Contract Price
Total Earned
Actual Cash Collected (AR Ledger)
Synced From AR
Total cash received versus actual expenses incurred.
Total Collected Inflows
Actual Cash Flow (Cash - Cost)
Earned Revenue
Calculation: Earned Revenue () - Net Billed w/o Retainage ()
Net Position =
Billed Revenue Over/Under (Not Collected)
Calculation: Gross Billing () - Actual Cost to Date ()
Net Position =
Project Cost Projection & Forecast Control
Configure your line items, budgets, actuals, and forecasted completion costs.
Forecasted Cost Total
1. Sold Estimate
Sold Cost:
Price:
Margin ($)
Margin (%)
2. O.G Budget
OG Cost:
Revised Contract:
Profit ($)
Margin (%)
3. Forecasted
Forecast:
Revised Contract:
Profit ($)
Margin (%)
4. Actual To Date
Actual Cost:
Revised Contract:
Current ($)
Current (%)
Projection Logic
Protect the baselines. Revise the forecast.
Sold Budget comes from the estimate when the job is sold. O.G. Budget is the PM's original job-cost plan. Both become historical baselines. At the beginning of each month, update the Monthly Forecast to reflect the current expected final cost.
✓ Baselines Locked
Cost to Complete
Forecasted cost still remaining after actual cost to date.
Forecast change vs O.G.
| # | Cost Code / Description | Sold Budget | O.G. Budget | Monthly Forecast | Actual To Date | Cost to Complete | FC vs O.G. | Action |
|---|---|---|---|---|---|---|---|---|
| CO | — | Approved | ||||||
| Totals | ||||||||
Project Cost Projection Report
Project:
Period:
ID:
Report Date:
| Cost Code / Description | Sold Budget | O.G. Budget | Forecast | Actual | Cost to Complete | FC vs O.G. |
|---|---|---|---|---|---|---|
| — | ||||||
| TOTAL |
Project Schedule
Simple activity planning stored with the project. No separate scheduling database.
Choose a project to build its schedule.
activities · lightweight project-level schedule
| Activity | Start | Finish | Days | % | Predecessor | Assigned | Milestone | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| No activities yet. Add your first schedule activity. | |||||||||
Gantt View
Bars are calculated from activity Start and Finish dates. This intentionally stays simple—no heavy scheduling engine.
Add Start and Finish dates to populate the Gantt view.
workflow: Draft → Sent → Approved. Customer signatures sync automatically.
No draft quotes.
No quotes waiting for approval.
No approved quotes yet.
No archived quotes.
Approved work, invoice progress, collections and completion in one place.
| Job / Customer | Start → Finish | Contract | Status | Quick Action |
|---|---|---|---|---|
| → |
No active jobs for this filter.
Completed / Archived Jobs
No job history yet.
Job / Order Summary
Everything the person doing the work needs before starting.
Customer
Address / Location
Quote
Invoice
Scope / Notes
Billing & Payment
Sold / Contract
Invoiced
Paid
Invoice Balance
Expenses
Estimated Profit
Invoices for This Job
Invoices are linked to this job/approved quote, not just the customer name.
Total
Paid
Owed
No invoices linked to this job yet.
Schedule
Put the job on Planner from its expected dates.
Items Sold
Approved quote items — use this for materials, production, installation or service work.
| Item / Work | Qty | Rate | Amount |
|---|---|---|---|
| No sold items found on the linked quote. | |||
Job Expenses
Costs already recorded against this job.
Add Job Expense
This expense stays linked to this Job / Order.
No expenses recorded.
Project Management & WIP
Track active jobs, contract values, costs, and project health.
Active Jobs
Contract Value
Est. Costs
Avg Completion
Project Portfolio
WIP Snapshot
% Complete = (Actual Est. Cost)
Filter PM:
| Project Name & PM | Contract Value | Est. Cost | Actual Cost | % Comp | Earned Rev | Action |
|---|---|---|---|---|---|---|
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| No projects found for this filter. | ||||||
Permanent job identifier for the loaded project. This is separate from the monthly projection number.
Coming Up
Upcoming site visits and meetings.
Nothing scheduled.
Action Required
Timesheet Approvals
across shifts
h
All weekly timesheets have been reviewed and approved.
Expenses
All expenses cleared.
Live Field Feed
Active Crew On Site
No field crew currently clocked in.
Daily Field Reports
Tap to read full report
Weather
Work Performed
Issues / Delays
No active daily reports.
No archived daily reports found.
Team Operations
Team Task List
You're all caught up! No active tasks.
Daily Field Report
Date:
Project:
Foreman / Submitter:
Weather Conditions
Total Headcount
On-Site Crew Roster
| Team Member Name | Trade / Role / Notes |
|---|---|
Work Performed
Possible Change Order / Out-of-Scope Work
Issues, Bottlenecks, or Delays
Official Daily Report Record — Generated via Field Portal
Engineering & Design
Manage drafting pipelines, plan checks, and file deliverables.
Filter View:
Design Pipeline Configuration
Rename stages, add up to two custom stages, and choose what the four KPI cards display.
KPI Cards
Projects
Design Manager Intake
| Project Name & Status | Assign Designer | Cloud Files | Action |
|---|---|---|---|
|
Unassigned
|
View No Link Yet | ||
| All projects have been assigned! | |||
Active Design Pipeline
Switch views without changing project data.
No projects in this stage.
Design Schedule
Bars use Design Start and Due Date.
Add a Design Start Date and Due Date to projects to populate the Gantt view.
Design Team Operations
Team Task List
You're all caught up! No active tasks.
Design & Engineering Log
Original Intake Files
Files supplied when the Design project was created. Update this only if the intake folder is moved or replaced.
Revision & Comment Log
No comments or revisions yet.
Assign crews, schedule on-site arrival, and deploy jobsite instructions to the field app.
Standalone Field + Dispatch uses Customer / Job Site below. Link dispatches to managed Projects by upgrading to Project Management or Complete.
Use this when Field + Dispatch is purchased without Project Management.
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Click to select crew members...
Creates one field assignment for each calendar day.
Crew can tap this directly on their mobile dispatch to open plans.
Timesheet Approval
Weekly time waiting for review
All timesheets are cleared.
Expense Approvals
Field receipts waiting for review
All expenses are cleared.
Daily Reports
Latest field reports
No recent daily reports.
Tool & Asset Tracker
Manage heavy equipment, specialized tools, and their current locations.
| Tool / Asset Name | Current Status | Assignment Details | |
|---|---|---|---|
| No tools added yet. | |||
Upcoming Field Schedule
Archived Dispatches
Completed field work that has been filed away.
No archived dispatches in this period.
Field Schedule
Dispatch Calendar & Gantt
Upcoming Field Schedule
No dispatches in this period.
Job / Crew
Selected Month Timeline
No dispatches in this month.
Projection History
Margin Trend
Each point is a saved monthly snapshot. The detailed log below remains the financial record.
● Sold
● O.G.
● Forecast
● Actual
Latest Forecast Margin
Latest Actual Margin
Save the first projection snapshot to begin the margin trend.
Saved Projections History
Archive of all saved project projections and periodic reviews.
Total Logged:
| Proj # | Period / Month | Date | Sold Budg | O.G. Budg | Forecast | Actual Cost | Cost to Complete | Sold Mgn | O.G. Mgn | FC Mgn | Actual Mgn | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No projections currently logged. | ||||||||||||
Projections History Log
Project:
Generated Date:
| Proj # | Period | Date | Sold | O.G. | Forecast | Actual | Cost to Complete | Sold Mgn | FC Mgn | Actual Mgn |
|---|---|---|---|---|---|---|---|---|---|---|
Create / Edit Change Order
Calculate materials, labor, and markups, then select an export format below.
Document Stamp
Material Additions
| Qty | Catalog Search | Description | Hrs/Unit | List Price | Extended | Action |
|---|---|---|---|---|---|---|
Labor Additions
| Hours | Role / Description | Rate | Extended | Action |
|---|---|---|---|---|
| Auto | ||||
Cost Adjustments & Markups
Material Markups
Sub-Total
Shipping ($)
Tax (%)
Misc. Consumables (%)
Total Material
Labor Adjustments & Overhead
Sub-Total
%
Total Labor
Calculated CO Grand Total
Select Export Format
Toggle between Detailed, Summary, or Minimum views.
Date:
To:
From:
Requested By:
Drawing / Spec Ref:
Job Name:
Scope of Work:
Exclusions:
Itemized Breakdown
| Type | Description | Qty/Hrs | Cost/Rate | Extended |
|---|---|---|---|---|
| Material | ||||
| Labor | ||||
| Labor |
Material Summary
Sub-Total
Shipping
Tax
Misc. Consumables
Total Material
Labor Summary
Sub-Total
Total Labor
Final Totals
Material Total:
Labor Total:
Net Subtotal:
OH&P Markups (%)
GRAND TOTAL:
Contractor Signature
Client Approval Signature
Date:
To:
From:
Requested By:
Drawing / Spec Ref:
Job Name:
Scope of Work:
Exclusions:
Material Summary
Sub-Total
Shipping
Tax
Misc. Consumables
Total Material
Labor Summary
Sub-Total
Total Labor
Final Totals
Material Total:
Labor Total:
Net Subtotal:
OH&P Markups (%)
GRAND TOTAL:
Contractor Signature
Client Approval Signature
Date:
To:
From:
Requested By:
Drawing / Spec Ref:
Job Name:
Scope of Work:
Exclusions:
Material:
Labor:
OH&P Markups (%):
Grand Total:
Contractor Signature
Client Approval Signature
Change Order Log
Track all pending, approved, and rejected change orders.
Base Contract
Pending COs
Approved COs
Revised Contract
| CO # | Title / Description | Status | Amount | Action |
|---|---|---|---|---|
| No change orders currently logged. | ||||
SCHEDULE OF VALUES
Date:
Project:
Customer:
SOV Milestone Breakdown
Total Contract Value
| Milestone / Stage Description | Weight (%) | Scheduled Value | Action |
|---|---|---|---|
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%
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| Total Contract Scheduled Value |
Verification Status:
Billing Terms & Schedule
Customer Acceptance (Signature)
Date
APPLICATION NO:
PERIOD TO:
PROJECT NUMBER:
Retainage Percentage Settings
Max allowable retainage is capped at 5.00%.
%
Previous Applications Log
| App No. | Date Logged | Period To | Amount Billed | |
|---|---|---|---|---|
No finalized applications yet. Finalized pay applications will appear here and persist with the project.
G702 Cover Page Summary
(Auto-expands on PDF Export)
Application and Certificate for Payment
To Owner:
Project:
| Application No: | |
| Period To: | |
| Project Nos: |
Contractor's Application For Payment
1. Original Contract Sum
2. Net Change by Change Orders
3. Contract Sum to Date (Line 1 2)
4. Total Completed & Stored
5. Retainage (%)
6. Total Earned Less Retainage
7. Less Previous Certificates
8. Current Payment Due
9. Balance to Finish (Line 3 - 6)
The undersigned Contractor certifies that to the best of the Contractor's knowledge, information and belief the Work covered by this Application for Payment has been completed in accordance with the Contract Documents, that all amounts have been paid by the Contractor for Work for which previous Certificates for Payment were issued and payments received from the Owner, and that current payment shown herein is now due.
Contractor:
By:
Date:
State of: County of:
Subscribed and sworn to before me this day of , 20
Notary Public:
My Commission expires:
| A Item No. |
B Description of Work |
C Scheduled Value |
D Work Completed From Previous App |
E This Period |
F Materials Presently Stored |
G Total Completed & Stored (D+E+F) |
H % (G C) |
I Balance to Finish (C - G) |
J Retainage This Period (Max 5%) |
|---|---|---|---|---|---|---|---|---|---|
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%
|
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| Totals | |||||||||
Approved Change Orders Billing Section
| CO # | Description / Title | Approved Value | Prev Billed | This Period | Total Billed | Balance | Retainage |
|---|---|---|---|---|---|---|---|
|
%
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| No approved change orders currently logged. | |||||||
Billing Summary
Total Contract Amount (Col C):
Approved Change Orders Total:
Contract Complete From Previous Applications (Col D):
Previous Retention Held (on Col D):
Total Contract Complete This Period (Col E + F):
Less Retention This Period (Col J):
Grand Total Payment This Period:
READ-ONLY MODE: Viewing Past Application
Important: Always export your PDF before finalizing!
Invoices Issued (AR Pending)
A historical record of all payment applications finalized from the Billing Sheet.
| App / Inv # | Date Logged | Description | Amount Billed ($) | Amount Collected ($) | Actions |
|---|---|---|---|---|---|
| No applications finalized yet. | |||||
Issued Invoice Log
Project:
Generated Date:
| App / Inv # | Date Logged | Description | Amount Billed | |
|---|---|---|---|---|
| No applications finalized yet. | ||||
| Total Billed Logged: | ||||
REQUEST FOR INFORMATION
Date:
RFI #:
RFI Log
Track and manage all submitted Requests For Information.
Total RFIs:
| RFI # | Date | Subject | To | Cost Impact | Schedule Impact | Status | Action |
|---|---|---|---|---|---|---|---|
| No RFIs currently logged. | |||||||
Request For Information (RFI) Log
Project:
Generated Date:
| RFI # | Date | Subject | To | Cost Impact | Sched Impact | Status |
|---|---|---|---|---|---|---|
| No RFIs currently logged. | ||||||
Financial Control CenterJob Costing
Job Costing
Control project budgets, actual costs, commitments and collections here. Your general ledger, bank reconciliation, taxes and company financial statements should remain in your dedicated accounting system.
Imports & exports are managed in .
Activity period
Budgets/forecasts remain lifecycle values; Actual, Billed and Collected follow the selected period.
Total Contract
Original Budget
Actual Cost
Committed
Forecast Final
AR Billed
AR Collected
Accounts Receivable Aging
Outstanding customer balances grouped by invoice age.
Project Financial Snapshot
Active jobs plus jobs completed in the selected period. Review contract, cost, forecast, current profit and collections in one place.
| Project | Contract | Budget | Actual | Committed | Forecast | Current Profit | Current Margin | AR Open | |
|---|---|---|---|---|---|---|---|---|---|
| No active projects match the selected project / PM / sales filters. | |||||||||
Projects Completed
Completed jobs remain in company totals and follow the selected Month / Quarter / YTD / All period.
| Project | Completed | Contract | Sold Profit $ | Sold Margin | Final Profit $ | Final Margin | Collected |
|---|---|---|---|---|---|---|---|
| No completed projects in this view. | |||||||
What belongs here
- • Original / revised job budgets
- • Vendor bills and actual job costs
- • Purchase-order commitments
- • Forecast-to-complete and variance
- • Customer billing and collections
What stays in accounting software
- • Chart of accounts / general ledger
- • Bank & credit-card reconciliation
- • Payroll accounting
- • Sales tax / tax filings
- • Company P&L, balance sheet and cash flow
Recommended workflow
- 1. Estimate and sell in eloQB
- 2. Run the project and track job costs here
- 3. Export / import accounting transactions
- 4. Let your accounting system be the financial source of truth
Accounting Handoff
Bring the project-level information you need from your accounting system without turning eloQB into a general ledger.
Preview
Total Cash In (AR)
Billed:
Uncollected AR
Pending client collection
Total Cash Out (AP)
Expenses & vendor bills
Company Net Cash Flow
Realized Cash In - Realized AP
| Date | Project | Ref / Invoice # | Client / Notes | Amount Billed | Amount Collected | Status |
|---|---|---|---|---|---|---|
| No receivables found. | ||||||
| Date | Project | Vendor / Payee | Description / Items | Amount | Receipt |
|---|---|---|---|---|---|
| View - | |||||
| No payables found. | |||||
Project Financial Reports
Cost Code Report
A clean project-level view of the current revised budget versus actual cost by cost code.
Project
Revised Budget
Actual Cost
Remaining
| Cost Code | Description | Revised Budget | Actual Cost | Remaining | Used % |
|---|---|---|---|---|---|
| Totals | |||||
Select a project to generate a cost-code report.
Accounts Payable Cash Out
Record vendor bills, project expenses, and track inbound subcontractor lien waivers.
Working on:
Total AP Expenses
| Date | Cost Code | Vendor / Payee | Description / Ref # | Change Order | Amount ($) | Sub Waiver Tracker | Action |
|---|---|---|---|---|---|---|---|
|
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| No AP expenses logged. Click below to add your first bill. | |||||||
Accounts Receivable Cash In
Record client payments and generate outbound Lien Waivers to attach to invoices.
Working on:
AR Billed
Total Cash Collected
| Date Received | Pay App / Inv # | Client / Payer Notes | Amount Billed | Amount Collected | Collected Via | Outbound Lien Waiver | Action |
|---|---|---|---|---|---|---|---|
|
$
|
$
|
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| No cash receipts logged. | |||||||
↗
External Accounting
Accounting Sync
eloQB is the operational source for job-level financial information. Your accounting platform remains the source of truth for the company books.
Send job costs out
Export vendor/job-cost activity for your accountant or accounting platform.
Bring costs in
Import a CSV from your accounting system and attach transactions to jobs/cost codes.
Bring budgets in
Load a spreadsheet from your estimator, accounting system or existing job-cost schedule.
Receivables
Bring invoice/payment status into eloQB so PMs can see the job-level cash picture.
Product boundary: this tab intentionally does not try to replace a full accounting package. Bank reconciliation, chart of accounts, payroll accounting, tax reporting and company financial statements belong in the connected accounting system.
Procurement & Purchase Orders
Track vendor orders through approval, ordering, and delivery. Receiving automatically logs AP bills.
| PO # | Project | Vendor | Need Date | Cost | Lifecycle Status | Actions |
|---|---|---|---|---|---|---|
Open Orders
Past Due
Partial
Received
Staged
Picked Up
All Project / All Order Tracking
One company-wide view for follow-up, receiving and jobsite delivery.
| Project | PO | Vendor | Item | Qty | Cost Code | ETA | Source | Item Status | Order Status | |
|---|---|---|---|---|---|---|---|---|---|---|
| No matching outstanding items. | ||||||||||
Assign vendor, or check items below to split to another supplier.
| Split | Item | Qty | UOM | Unit $ | Cost Code | ETA | Source | Inventory / Location | Item Status | Picked Up / By | Line Total |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
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Total Items:
Total:
Split checked items to:
Purchase Order Activity Log
No activity logged yet.
Inventory & Stock Tracker
Track shop, yard, and job-site stock with a consistent packing-slip friendly layout.
|
|
Delete |
|---|---|
| Inventory is empty. Upload a spreadsheet or click "+ New Item". |
Review Extracted Materials
Image processed in memory (not saved). Adjust quantities, names, or locations before adding.
AI Packing Slip Auto-Extract
Premium
Snap a photo of a vendor delivery slip. AI extracts line items for your review before adding to stock.
| Item Name / Description | Qty | UOM | Staging Location | |
|---|---|---|---|---|
Gross collected
Succeeded refunds
Net collected
Pending Requests
Payment Records
Transactions · Staff revenue & tips
Staff attribution is matched to the current appointment assignment. Historical staff changes and payments without an appointment may show as unattributed. Do not use this report as a finalized payroll statement.
| Date | Customer | Staff | Service | Amount | Status |
|---|---|---|---|---|---|
No booking payment transactions yet.
Staff Commissions & Payouts BOOKER PRO
Review actual service collections, successful refunds, and tips before recording a payout.
Loading verified Booker Pro access and payout records…
Provisional estimate — not payroll. Uses current appointment assignments and visible Money records (up to 500). Refund attribution is applied to service first; verify the original service/tip/retail split and staff assignment before paying. No automatic payout is sent.
Net service collected
Estimated commission
Tips to staff
Estimated earnings
Estimated earned
Recorded payouts (same dates)
Estimated remaining
An existing payout overlaps this date range. Duplicate/overlapping payout periods are blocked. Pick a new nonoverlapping period and review past earnings before recording.
Record a payout (manual accounting entry)
This creates a payout record only. It does not initiate a bank transfer or deduct funds from Stripe.
Recent recorded payouts
| Date | Staff | Period | Amount | Method |
|---|---|---|---|---|
No payouts recorded yet.
This view reads the existing Booker payment ledger under your company. It does not create duplicate invoice or POS payments. Totals reflect the most recent 500 records.
Money
Simple dollars in and dollars out. No cost-code maze.
Add Expense
Keep it simple: job, vendor, amount, date and description.
Edit Expense
Edit the original expense fields without prompt boxes.
Invoiced
Money Received
Invoice payments + POS sales
Open Balance
Cash Flow
No approvals or payments yet.
| Date | Customer | Invoice | Method / Note | Collected |
|---|---|---|---|---|
| Summary | ||||
| No payments in this period. | ||||
| Invoice | Customer | Total | Paid | Balance | Status | |
|---|---|---|---|---|---|---|
| Archived | ||||||
| No invoices yet. | ||||||
| Date | Job | Vendor | Description | Amount | Actions |
|---|---|---|---|---|---|
| No expenses yet. | |||||
Purchase Orders
Vendor purchase orders from draft through receipt.
No POs here.
Opening POS…
POS
Add-onSaved Items
No POS items yet.
Favorites
Fast register buttons.
Mark items as Favorites in Inventory.
Numeric Keypad
Register Settings
Defaults for this POS register.
Inventory & Favorites
POS-only stock tracking and fast register buttons.
Current Sale
Item
Qty
Price
Tax
Total
Tap an item on the left to start the sale.
Subtotal
Discount
Service Charge
Tax
Tip
Total
Card Payment
Quick Tender
Sale Complete
Quick Add
Customer
Optional for walk-up sales.
Discount
Apply to this sale only.
Subtotal
Discount
New Total
Your Total
Subtotal
Discount
Service Charge
Tax
Tip
Add a tip?
✓
Payment Complete
Thank you
POS History
Select a transaction to view the full receipt and resend it.
Loading history…
No POS sales yet.
Receipt
Subtotal
Discount
Service Charge
Tax
Tip
Total
Help Center
eloQB Solo FAQ & Setup Guide
Quick answers for setup, customers, quotes, booking, public intake, payments, POS and taxes.
Set by your Company Admin when you were invited.
My Earnings
Your own provisional commission activity. Private to your signed-in account.
Service collections*
Estimated commission*
Tips before refund review*
Payouts recorded
*Estimated from currently assigned appointments and successful payments for this month. Refunds, historical reassignment and commissions for other periods have not been reconciled. These figures are NOT finalized pay or an amount owed. Only recorded payout entries are historical records.
My recorded payouts
No payout records yet.
Language / Idioma
These are the same hours your Company Admin sees under Planner → Staff Schedules. Changes sync when either screen refreshes.
Google Calendar · Booker Pro
Profile
Setup Wizard
Business basics, tax, customer experience, your first customer and your first saved item.
Your package · Appointment BookerOther eloQB productsCompare plans
Booker manages appointments, deposits, payments and simple retail sales. Solo adds quotes, invoices, jobs, inventory and full POS.
🔒 Quotes, approvals and invoices
✓ Appointment deposits and online payments in Booker Pro
🔒 Jobs, orders and purchase orders
🔒 Contractor expense accounting and tax settings · ✓ Booker Money CSV exports
✓ Simple retail checkout in Booker · Full inventory and POS in Solo
🔒 Quote and order requests
POS Add-on
POS is enabled for this workspace
Point-of-sale register, receipts, inventory and payment history.
Interface Style
Same Solo tools and data — choose how the app looks on your phone.
Your choice is saved on this device.
Company Profile & Logo
Business Type & Terminology
Choose the kind of business you run. Solo changes display wording only — your saved data and workflow stay the same.
Preview
→ → → Invoice → Payment
Default Document Terms
These automatically populate new Solo quotes and invoices. You can still edit the terms on an individual document.
Subscription status
Payment issue — action needed
We couldn't confirm your latest subscription renewal. Open Manage Billing to update your payment method and settle any outstanding invoice. Booker will update your billing status after Stripe confirms payment.
Booker Pro access verified.
Pro access is not currently verified. Refresh your status or contact support if your subscription has been paid.
New eligible subscriptions: 14 days at $0, then $19/month. A payment method is required. Cancel before the trial ends to avoid the first subscription charge. Any applicable taxes are shown at checkout.
Your Pro trial is active. Manage Billing to view the next charge date or cancel.
Booker Pro access is available on this account. No platform subscription is required for your current access.
Default tax for taxable retail products at Booker checkout. Non-taxable items are not charged tax. Review local tax rules for your business.
Taxes & Export
Manage tax rates and export a yearly transaction CSV for your tax preparer or QuickBooks mapping.
No saved tax rates yet.
Yearly Transaction Export
Exports invoices, customer payments, expenses, and POS/retail sales into one CSV. QuickBooks can map these columns during import.
Email Notifications
These alerts are on by default. Turn off any event you do not want emailed to your business inbox.
Customer-facing activity still saves to eloQB even when an email alert is turned off.
Class notifications
Class activity always appears on the Booker Home activity feed. Choose which events also email your business. Customer confirmation emails are not affected.
Connect your business Stripe account to accept online appointment payments and supported booking deposits. Payments are processed through your connected Stripe account.
Stripe connection
Stripe
Charges
Payouts
Ask your Company Admin to connect Stripe.
Stripe holds bank details. Do not enter bank credentials into eloQB.
Online Payments
Optional. Connect your own Stripe account if you want customers to pay invoices online. Cash, check, Zelle, Square or other payments can still be recorded manually.
Connect Stripe to turn online payments on.
Stripe stays connected, but customer invoices will not show a Pay Online option.
Stripe
Charges
Payouts
eloQB stores only the Stripe connected-account ID and status. Bank details stay with Stripe.
Manage products before checkout. Cashiers can then choose them from the saved-product list instead of retyping prices.
No retail products saved yet.
Saved Items & Packages
Reusable quote pricing for work you sell often. A saved item adds one line; a package can add several lines at once.
eloQB stores only the link. The image stays hosted by your website or image provider.
Guided Quote Builder
Each Step asks one question. Each Choice is one selectable answer.
Choices
Service Intake Questions
Example: Year, Make, Model, Mileage, Issue.
| Description | Qty | Rate | Taxable | |
|---|---|---|---|---|
Customer Portal
No saved items yet. Add the work you quote over and over.
Public Booking Pages
Website, booking content, optional home-screen app and sharing tools.
Your booking website
Existing links still work; share the branded address below with new customers.
Edit your public description and background here, then save Website Details.
Branded home-screen app
Use your business name and icon. The invitation is optional; it doesn't disable the booking page.
eloQB stores only the link. A light overlay keeps intake forms readable.
Pages to show on your public site
Choose what works for your business. Choose at least one customer-facing page.
Public booking pages
Choose which pages customers can visit. Save & Publish to update the public site.
Appointment Reminders
Automatically email customers before upcoming appointments. Business-branded, with 12-hour times.
Customer Reviews
Press Save & Publish Booking Pages below to save both review options.
Reviews Manager
Invite customers automatically eligible after the appointment end time passes and the service is fully paid. Submitted reviews stay pending until you publish them.
Promotion Codes BOOKER PRO
Appointment deposits only in this release. Codes are checked at Stripe checkout; paid bookings count toward usage limits. Codes and discounts cannot be edited after creation; disable an old code and create a new one.
Retail Checkout Settings
Stripe uses the contractor’s connected Stripe account. Delivery and processing fees are added to eloQB card checkout.
Fulfillment Options
⚠ PayPal is external and is not integrated with eloQB Money.
PayPal payments do not automatically post to Money, POS history, or the retail ledger. After receiving a PayPal payment, record it manually in eloQB. Stripe Checkout is the fully tracked option.
Appointment Booker is sold separately. It can be added to Solo or used as a standalone booking package.
Appointment Booker Settings
Set booking rules and business time zone here. Set each service’s duration and minimum booking notice in the Services tab. Staff working hours and existing appointments determine available times.
Bookable Team Members
Choose which Solo users can receive online bookings. With more than one selected, eloQB can automatically use whoever is free.
Add Booking Staff
Invite another worker to eloQB. After they accept, they can be selected as bookable staff and connect their own Google Calendar.
Manage Staff Seats
Only active company members count in this roster. Removing a worker ends company access, but preserves their past appointments.
No invited Booking Staff currently assigned.
Before removal, reassign future appointments. Your Stripe subscription/seat invoice is not changed by this action; billing limits must be connected separately.
Booking Services
Create the appointment types customers can book. Each service can have its own duration and team assignment.
Staff-specific prices (optional — leave blank to use base price; useful when staff have different rates)
Online booking deposit PRO
Pro-only automatic deposits. Staff can still send payment requests without Pro.
Saves and publishes this service first, then securely saves its deposit policy. Other service edits are published too.
Custom service booking hours BOOKER PRO
Offer this service only during selected hours. Business hours, staff availability, and existing bookings still apply. Save & Publish when finished.
An active Booker Pro subscription is required. Free continues using normal booking hours.
Who can perform it? Leave all unchecked to use any bookable team member.
No services yet. Customers will see a generic “Appointment” until you add one.
Google Calendar Sync · Booker Pro required
Connect your Google Calendar so Google events block online booking and eloQB appointments are copied to Google. Each team member connects their own Google account.
Google events block online booking and are imported into Planner as read-only Google Calendar blocks. eloQB appointments are pushed to Google. Use Sync Now after first connection to backfill upcoming events.
Rooms & Studios
Manage rooms here. Existing bookings and class room assignments are preserved.
Manage bookable rooms
Rooms are for internal timed appointments in this release. Public room selection and classes are not enabled yet.
Weekly Availability
Customer Portal is available with Solo Plus. Upgrade to enable these customer-facing controls.
Portal Modules
Booker includes appointment history and appointment requests. Clients can access their appointments using an authorized portal link. Solo adds quotes, jobs, invoices and orders.
Core portal pages stay on because the dashboard and My Hub depend on them.
Additional Portal Pages
Turn on the customer-facing pages that fit your business.
Customer-Facing Job / Order Statuses
These are the status choices shown on the Solo Work / Job cards. Edit them to match your business.
Welcome & Promotions
The Promotions page toggle above controls whether this promotion is shown to customers.
Portal Appearance
eloQB uses one consistent customer-facing layout across desktop, tablet and phone.
Optional. This background applies to the Customer Portal.
eloQB stores only the link. The coupon or promotional image stays hosted by your website or image provider.
Price Sheet Tiers
Publish a general list plus a second dealer / wholesale tier. Each tier can be restricted to specific portal customers.
The portal is token-protected and noindex. Restricted tiers are filtered server-side before the customer receives portal data.
Customers Allowed This Tier
| SKU | Description | Unit | Price | Min Qty | Category | |
|---|---|---|---|---|---|---|
Customer Access
Customer Portal
Customer access
Create access, preview the customer experience, resend the secure link, replace it, or revoke access.
Portal Link
Invoiced
Paid
Open Balance
Job Expenses
| Type | Document # | Client | Date | Linked Job | Total Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| No documents yet. Create them from a customer, request, planner item or job. | |||||||
Archived Documents
No archived documents.
Online payment amount
Choose the amount this payment request should collect. Percentage and fixed-dollar deposits are supported.
Edit the details below. The customer/PDF version keeps the polished document layout.
Document detailsEdit # / dates
Edit
Reference:
Issue Date:
Due Date:
Internal Job Link:
| Item Description | Taxable | PO | Qty / Hrs | Amount | ||
|---|---|---|---|---|---|---|
Subtotal:
Discount:
Discount:
Tax (%):
Customer Acceptance
Accepted By
Signature
Customer Signature
Date
Online Payment
Customers can use the secure payment link in the emailed invoice. Stripe deposits directly to the contractor's connected Stripe account.
GPS Shift Time Tracker
Choose a jobsite to start your shift.
Clocked In Since:
ON LUNCH
My Direct & Delegated Tasks
No active direct tasks right now.
Submit Daily Field Report
Route jobsite progress directly to the designated Project Manager.
Dispatching report to PM:
Technicians present today.
Total Headcount
Note any client requests, unforeseen site conditions, or extra tasks beyond the original contract scope so the PM can price a T&M or change order.
My Last 30 Days
Reference copies of submitted daily reports.
Weather:
Work:
Issues:
Possible CO:
No daily reports submitted in the last 30 days.
Submit Expense Reimbursement
Receipts are routed to accounting via email to keep job records clean.
AI Receipt Auto-Fill
Take a photo to auto-extract amount, vendor, and category.
Accounting Email:
Recent Reimbursements
No reimbursement submissions yet.
Shift Logs & Cost Allocation
Distribute your daily shift hours across the tasks performed.
Weekly Shift Logs
Review, balance cost codes, and submit time.
Current Pay Period
Total Logged: " Please balance cost codes before submitting
–
Balanced
h unassigned
Over by h
In Progress
Returned by PM for corrections
Cost Code Distribution
hrs
Approved by PM
Submitted for Review
Saved
No shift records found for this period.
My Schedule
Tap a dispatch to expand it.
Equipment Checked Out
The shop currently shows the following items signed out under your name:
You have no active assigned jobs.
Archived Jobs
No archived jobs.
Company Settings
Manage preferences, users, and global configurations.
Subscription & Access
eloQB Package
Controls which major modules this company purchased. User roles still control what each individual can see. Internal eloQB control only. Stripe will become the subscription source of truth.
Company Lifecycle
Account Status & Test Reset
Stripe will eventually update subscription state. Trial companies can be safely reset without deleting the company, users, package or settings.
Cancellation Requested
Deletion Scheduled
Company Profile
OR PASTE CLOUD URL
Active Logo Preview
Ready for proposals
Global Cost Codes
Manage master list for estimates and time tracking.
Global Material Catalog
Upload price lists and manage material costs for estimates.
Team & Compensation
ConfidentialManage users, access permissions, and hourly wage rates.
Proposal Terms & Conditions
These terms become part of new estimates. Existing estimates retain their saved terms.
Estimating Defaults
Set the default labor role, labor rate, material tax, and labor adjustments used when creating a new estimate.
Custom Labor & Overhead Lines
Manage add-on calculations.
%
Core Parameters
Primary rates and taxes.
Change Order Standardized Labor Rate
Set a consistent, fully-burdened labor rate for change orders so margins are baked in without visible markups.
Bid Parameter Configuration
Customize parameter titles (e.g. change "Sprinkled" to "Wage Scale") and manage the selectable dropdown choices.
Default Proposal Inclusions
Pre-fills the Inclusions section for new estimates.
Default Proposal Exclusions
Pre-fills the Exclusions section for new estimates.
Global Material Catalog
Upload cost and list-price data or manage your database. Estimating uses Cost; Change Orders use List Price.
Note: Uploading a new spreadsheet will replace the entire existing catalog.
Required Columns:
Optional Columns:
description or nameOptional Columns:
cost code, cost, list price, hours, brand, model
$
$
HRS
Manage Items
| Description | Cost Code | Unit Cost | List Price | Labor Hrs | Delete |
|---|---|---|---|---|---|
|
|
$
|
$
|
|||
| Showing top 100 results. Use the search bar to find specific items. | |||||
Team Management & Payroll
eloQB Internal OnlyInvite team members, assign workspace permissions, and set jobsite labor costs.
Total Members:
Invite Team Member
Create Trial Login
Creates a separate Trial company/workspace plus an already-confirmed alpha user. No invitation email is sent.
Password:
Created Trial Workspaces
Persistent list of trial tenants available only to eloQB internal admins.
| Company | Tester | Role | Package | Created | Status | Manage |
|---|---|---|---|---|---|---|
| No trial workspaces found. | ||||||
Manage Trial Access
No tester is linked to this company ID. Package changes are available, but user-role changes require a linked profile. This record has not been deleted or merged.
Package
User Role
Booker Subscription Tier (managed by eloQB Internal Admin)
Select Appointment Booker or Complete above to change the Booker tier.
Platform-admin controlled. Does not bill the company or change staff permissions.
Internal Admin only. Package controls company entitlements. Role controls what this tester can do inside those purchased modules.
Trial Status
Pause keeps all company data but blocks app access. Delete blocks access and marks the trial for deletion, but keeps it recoverable until a future permanent purge.
| Name | Role | Jobsite Billing Rate | Action | |
|---|---|---|---|---|
|
$
/hr
|
||||
| No team members configured yet. | ||||
Company Cost Codes
Master list used for estimates, projections, and field time tracking.
| Cost Code | Description | Action |
|---|---|---|
| No cost codes added yet. | ||
Add Projection Tracking Month
Name your tracking period (e.g., "January", "Phase 1") and assign a year.
Planner
Appointments only — quotes and invoices stay in their own workflow.
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Staff Schedules
Set weekly work hours for each team member. Available booking times must fit both employee and shop hours.
Tracks changes made after the audit SQL is installed.
Schedule Change History
Loading history…
No recorded changes for this employee yet.
·
: →
These hours are shared with the employee’s My Working Hours in Profile. The latest saved schedule is loaded whenever you select an employee or open this editor.
Example: if the shop is open until 8 PM but Eric works until 6 PM, Eric's last available start time is based on 6 PM and the service length.
Loading saved receipt…
Sales tax
Tip
Stripe refunds
Previous refund outcome needs verification. Do not create another refund.
Cancellation does not automatically refund payment. Refund status is checked against Stripe.
Pending Stripe checkout
Verify the original Checkout Session with Stripe. Only sessions Stripe confirms expired and unpaid can be closed. No new charge or refund is created.
Close expired unpaid checkout?
Stripe confirmed this Checkout Session expired without payment. Closing it marks this pending transaction canceled in Money. It does not charge or refund the customer.
Take Payment
Cash/check recorded in Money · Card opens Stripe Checkout
Add retail items
Choose from Profile → Retail Products, or add a one-time item
No saved products yet. Add a custom item below, then click Save product for future sales.
Retail
Sales tax
Combined retail checkout currently supports cash and check. Remove retail items to use Stripe card checkout.
Total to record
Card tips and physical card readers are not yet supported here. Card checkout charges only the entered service amount.
Send Payment Request
Secure payment request
Appointment total
Previously paid
Remaining balance
Request now
Payments are recorded as partial payments after Stripe confirms them. The remaining service balance stays due. Percentage is based on the unpaid balance.
The customer receives a secure checkout button. Payment remains pending until Stripe confirms it.
Customer Confirmed
Location
Notes
Payments
Loading payments…
✓
Nothing scheduled for this period.
Appointment History
Archived and canceled appointments are kept out of the active planner.