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Projects
Manage Every Project. Know Every Dollar.
Organize customer projects and keep financial and operational activity connected from
start to finish.
With Spot Commerce, every project becomes its own business record—bringing together
estimates, invoices, payments, expenses, contractors, change orders, and project activity so you always
know where each project stands.
- See your revenue.
- Track your expenses.
- Know your project profitability.
One Complete View of Every Project
Stop piecing together project information from spreadsheets, accounting records, emails, and separate
systems.
Spot Commerce keeps the important information for each project connected in one place.
Open a project and quickly understand both what's happening operationally and financially.
- Customer information
- Project details and status
- Estimates
- Change orders
- Invoices
- Customer payments
- Project expenses
- Vendor bills
- Contractor payments
- Revenue
- Project costs
- Profitability
- Notes and activity
Know How Every Project Is Performing
Revenue, Expenses & Profitability
Don't wait until the end of the month to figure out whether a project is making
money.
Spot Commerce helps you see the financial performance of each individual
project.
Project Revenue
See how much revenue has been generated from invoices, payments, and other project activity.
Project Expenses
Track expenses associated with the project, including vendor costs, purchases, contractor payments,
materials, and other project-related spending.
Project Profitability
Compare revenue against expenses to understand how each project is performing.
Revenue - Expenses = Project Profit
Get a clearer picture of which projects are profitable and where costs may be
getting out of control.
Everything Connected to the Project
From Estimate to Final Payment
Follow the financial journey of a project without losing the connection between
transactions.
Customer
Project
Estimate
Change Order
Invoice
Payment
Expenses
Profit
Your team can see the complete history of the project from the original estimate through
completion.
Estimates & Change Orders
Keep the original project estimate and any approved changes connected to the
same project.
See how the scope and value of a project change over time while maintaining a
clear record of what was originally quoted and what was added later.
Invoices & Customer Payments
Create invoices for project work and track payments as they are received.
Quickly understand:
Everything remains connected to the customer and the project.
- Total invoiced
- Amount paid
- Outstanding balance
- Payment history
- Remaining receivables
Track Project Expenses
Know what you're spending on every job.
Record and organize project-related costs so your team can see where the money is going.
Track expenses such as:
Instead of seeing only company-wide expenses, understand the actual cost of each project.
- Materials
- Suppliers and vendors
- Subcontractors
- Independent contractors
- Equipment
- Labor-related costs
- Purchases
- Other project expenses
Project Financial Snapshot
See the Numbers That Matter
Get a quick financial overview whenever you open a project.
Contract / Project Value$185,000
Revenue$142,500
Expenses$89,300
Outstanding Invoices$42,500
Project Profit$53,200
Profit Margin37.3%
Your project numbers stay connected to the transactions behind them, giving
you a clearer understanding of project performance.
Keep Your Team on the Same Page
Projects connect customer, operational, and financial information so everyone works from the same
record.
One project. One record. One clear financial picture.
- Sales can review estimates and change orders.
- Project teams can follow project activity.
- Accounting can track expenses, invoices, and payments.
- Management can review revenue, costs, and profitability.
See the Bigger Picture
Understanding individual projects helps you understand your entire business.
Compare projects to identify:
Make better decisions using actual project financial information instead of assumptions.
- Your most profitable projects
- Projects with rising expenses
- Outstanding customer balances
- Revenue by project
- Costs by project
- Project profit margins
- Active and completed work
Manage Projects With Confidence
From the first estimate to the final payment, Spot Commerce keeps your customer, project, and
accounting activity connected.
Organize projects. Track revenue. Control expenses. Know your profit.
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