Phases
Split the job into stages, each with its dates, status and budget.
Project management
Every job, tracked down to the margin.
A project brings together everything about one job: quotes, invoices, purchases, materials and hours worked. eKo continuously calculates where the job stands and what it earns.
What you can do
Project management: the essentials.
Budget versus actual
Planned hours, purchases, materials and sales, compared with what is actually committed.
Gross and net margin
What the job makes on purchases, then what it earns once time spent is deducted.
Hours by project
Team hours are linked to the project, with an Excel export at month end.
Every document in one place
Quotes, invoices, supplier orders and invoices linked to the project and its phases.
In practice
Know what a job earns while it is under way.
The project is created from the customer record. You give it a forecast budget (hours, purchases, materials, sales) and, if needed, phases: survey, procurement, installation…
Every quote, invoice, supplier order, material issue or hour worked can be linked to the project and one of its phases. eKo continuously shows the amount quoted, invoiced, still to collect and the purchases committed.
Two margins answer two questions: gross margin tells you whether you bought and sold well; net margin, once labour is deducted, tells you what the job really earns. A wide gap points to a job that is taking too much time.
An ideal solution for
- Construction companies: track the profitability of every site
- Installers: manage an installation phase by phase
- Service providers: track the time spent on each assignment
- In short, for every field trade!
Frequently asked questions
Your questions, our answers.
What is the difference between gross and net margin in eKo?
Gross margin is the amount invoiced minus supplier purchases and materials used. Net margin also deducts the cost of the labour spent on the project.
Can I track a site stage by stage?
Yes, a project can be split into phases, each with its own dates, status and budget. Documents, hours and materials can be linked to a phase.
How do I get the hours spent per project?
eKo exports the hours entered in the team's calendars to an Excel file, with a summary by project and by person.