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Master Budgets & Reusable Assemblies

Master Budgets & Reusable Assemblies Articles

Build master budget templates and reusable assemblies that turn 8-hour estimates into 30-minute quotes.

4 articles 17 categories 312+ builder engagements
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Construction Retainage: How to Track It and Collect What You're Owed
Financial Systems

Construction Retainage: How to Track It and Collect What You're Owed

Most construction businesses at $1M–$3M in revenue have $40,000–$120,000 in outstanding retainage sitting uncollected at any given time. Poor tracking in QuickBooks combined with no systematic follow-up means many builders let retainage age past 90 days — and write off 20–30% of it as uncollectible. The setup that prevents this takes under an hour and recovers tens of thousands in cash flow most builders don't realize they're leaving behind.

9 min read Mar 23, 2026
QuickBooks Class Tracking for Construction Builders
QuickBooks

QuickBooks Class Tracking for Construction Builders

If your QuickBooks P&L blends custom homes, renovations, and additions into a single report, you can't see which type of work is actually profitable. QuickBooks class tracking segments your P&L by project type, crew, or division — without adding any new software. Builders who set this up for the first time consistently find at least one category where their margin is 10–15 points below their business average.

9 min read Mar 20, 2026

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