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About this spreadsheet

Log each job, record what it cost in hours, unit-days and receipts, track every invoice, and let the Dashboard show margin by job, division, carrier and referral source, estimate versus actual by category, and who is sitting on your money past 60, 90 or 120 days.

Built for the owner or office manager of a mitigation and reconstruction shop who cannot say, from the numbers, which jobs, carriers or divisions make money while insurance receivables stretch out. Enter hours by role and equipment unit-days; the workbook applies your burdened rates and equipment costs. Enter invoices and payments; it ages them by payer type and flags deductibles not yet collected.

The Dashboard answers the questions owners ask: gross profit and margin per job, mitigation against reconstruction, margin by loss type, carrier, TPA and referral source, estimate against actual cost by category, the top and bottom ten jobs, and a twelve-month trend. Three field forms (job cost capture sheet, daily time sheet, receipt log) feed it in the same column order.

Highlights

  • Margin by job, division, carrier, TPA and referral source
  • AR aging by payer type with deductible tracking
  • Estimate vs actual cost by category
  • Burdened-rate and equipment-cost settings with a cost-per-day calculator

Questions

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