Surety-grade WIP schedules,
in the time it takes to type two cells.
Plumbline turns your QuickBooks job-cost export into the work-in-progress schedule lenders and sureties actually want — no ERP migration, no five-figure implementation, no consultant on retainer.
- 15 min
- average time to a finished schedule
- 2
- cells the user types per open job
- 0
- third-party integrations required
What you walk away with
Four artifacts, one download.
Every Plumbline run ends in the same bundle — the schedule underwriters will read, the recap lenders will read, the posting your accountant will read, and the one-paragraph story you can read yourself.
Work-in-progress schedule laid out the way underwriters expect.
Columns match the AIA-style WIP format — job, contract value, cost-to-date, % complete, estimated cost to finish, over/under billings. Ready to hand to a surety broker.
A lender- and underwriter-friendly recap, one page, one story.
Open jobs, margin to date, projected margin, billings over/under contract, and the three jobs you should call your estimator about today.
The posting your accountant needs, drafted line-by-line.
Revenue recognized this period, cost of construction, gross profit, billings in excess / costs in excess — formatted to drop into the general ledger.
A short read on which jobs are bleeding margin and why.
No charts of accounts jargon. Plumbline writes the story so a partner who hasnt seen the books can still spot the problem jobs before loan renewal.
How a run works
Four steps. Fifteen minutes. One download.
The whole point is what you do not have to set up. Plumbline picks up where QuickBooks leaves off.
- 01
Upload the QuickBooks job-cost export
A CSV is all we need — the one your bookkeeper already generates at month-end. No QuickBooks login, no API to wire up.
plumbline - 02
Map your columns once
Match job number, contract value, cost-to-date, and a handful of supporting columns. We remember your layout for next month.
plumbline - 03
Type the two numbers only software cannot know
Current contract value, and estimated cost to finish, for every open job. Everything else Plumbline derives from your export.
user inputs - 04
Download the schedule and post the entry
Surety-layout XLSX, one-page PDF, the AJE, and a one-paragraph narrative — all four in a single download, all four ready to share.
Ready to send
Pricing
Free to try. Priced below your surety line.
A WIP schedule is the cheapest artifact your surety broker will ever ask for. Plumbline prices accordingly — and Phases 1 has zero third-party integrations to amortize.
Cancel any time. No setup fee. No per-job surcharge.
Free
Try it on a single small job end-to-end.
$0forever — three jobsStart a WIP- Up to three open jobs
- All four artifact formats
- No QuickBooks login required
Starter
PopularFor a contractor running five to ten jobs at a time.
$49per monthPick Starter- Unlimited open jobs, one company
- Column mapping remembered month-over-month
- Surety-layout XLSX + one-page PDF + AJE
- Plain-English narrative each cycle
Pro
For a $5 to $10 million-a-year GC rebuilding the schedule monthly.
$99per monthPick Pro- Everything in Starter
- Multi-company consolidations
- Lender-ready package exports
- Side-by-side month-over-month delta
Advisor
CPAs and surety brokers running WIPs for multiple clients.
$249per monthTalk to us- Everything in Pro
- Client workspaces with shared brand
- White-label PDF cover page
- Bulk export across client books
FAQ
What contractors ask before they sign up.
If your question is not here, write us — a real person answers.
contact@plumblinewip.comYour next bonding renewal starts with a clean WIP.
Send us your QuickBooks job-cost export and the two numbers per open job. We will reply the same business day with the bundle — no credit card, no contract, no onboarding call.