Recap install job costing

When to use it

After installs close out.

The prompt

Copy this, then replace everything in [brackets].

Recap job costing for these installs.
Jobs: [job #, sold price, estimated vs. actual labor hours, materials estimated vs. actual, change orders, callbacks]
Target margin: [%]

Table with variances, top reasons for overruns, and 3 fixes for estimating or install process.

Before / after

Before: Estimates keep missing the same way.

After (example output):

| Job | Est hrs | Actual | Variance |
| 4421 | 14 | 19 | +5 (attic access, duct repair) |
Pattern: attic installs average +4 hrs. Fix: add 4 hrs to attic installs in the estimate template.

Tips

• Share variances with the comfort advisors. They write the estimates.
• Use job numbers and first names. Keep codes and addresses in the FSM.
• Confirm crew and equipment availability before sending anything to a customer.
• Review every draft before you send it. You’re accountable for what goes out.