06:00 PMmake more per job

Know exactly
what you made.

Before you lock up, one screen tells you the truth — what each job made, what's under-billed, what's owed. 20+ live reports straight from your real jobs, each explained in plain English by Keystone AI, drillable to the source and export-ready. No spreadsheet night, no accountant required.

No data team needed · Plain-English or Expert, one click apart

🔒 app.gobuild.ca/portal/reports/wip
Reports · Finance
WIP & Holdback
✓ This report has everything it needs
💬 Plain English 📊 Expert
Keystone read
plain English
You've billed $612k against $840k of contracts. Right now you're under-billed by $38k — you've done work you haven't invoiced yet, so you're floating that cash. Two jobs drive it: Rivera and Okafor. You're holding $31k in holdback, with $12k releasable in the next 30 days.
Contract
$840k
Under-billed
$38k
Holdback
$31k
Backlog
$228k
Job% comp.EarnedOver / under
Rivera Bathroom62%$74k($22k)
Okafor Deck48%$31k($16k)
Chen Basement100%$185k$9k
AI explains every number

Reports anyone
can read.

Most reporting tools hand you a wall of numbers and a glossary. GoBuild hands you the answer. Open any report in Plain English and Keystone reads it for you — what it means, what's good, what to watch, in clear language with no jargon to decode. Need the raw figures, ratios and formulas? Flip to Expert. Same data, one click apart.

  • A plain-English read written from your real numbers — nothing invented
  • Jargon decoded inline — "under-billed", "fade", "CPI", "holdback"
  • Charts & tables stay on screen in both views — Plain just explains them
app.gobuild.ca/portal/reports/r/evm
Earned Value · Rivera
💬 Plain📊 Expert
⚠️ Over budget and a little behind
You've finished about 62% of the job.
💵 Budget
Over
$1.18 spent for every $1 of work done.
📅 Schedule
Behind
~9% behind the plan for today.
🔮 Final cost
~$136k
about $16k over budget at this pace.
Expert view shows CPI 0.85 · SPI 0.91 · CV −$11k · EAC $136,209 + the PV/EV/AC curve.
On the job, not just in a report

The numbers ride
along on the job.

You don't have to go digging through reports to know how a job is doing — the key charts sit right on the job itself. Earned value, progress, contract-vs-projected and cash flow update live off the same data, with a plain-English read one click away.

  • Earned value — plan vs spent vs done curve, with CPI / SPI and a forecast final cost (EAC)
  • Progress — % complete against the baseline at a glance
  • Contract vs projected — where the job lands versus what you sold
  • Cash flow — billed vs collected, so you know what's still out
app.gobuild.ca/portal/jobs/rivera?view=command
Rivera Bathroom · Overview
62% complete
Earned value
CPI 0.85 · SPI 0.91 · EAC ~$136k
Planned (PV) Done (EV) Spent (AC)
Contract vs projected
Contract$120k
Projected$136k
Cash flow
Billed$74k
Collected$58k
One Reports Hub

20+ reports. Every angle of the business.

One searchable hub — star your favourites, open any report in a click. From the boardroom to the field: financial, project, sales, compliance and safety. Each one is the same: live data, an AI read, sort/filter/group-it-yourself tables, drill-downs and exports.

💰 Financial
  • WIP & Holdback
  • Job Costing & margin fade
  • Cash Flow forecast
  • Earned Value (CPI / SPI) — also live on the job overview
  • Estimate vs Actual
  • AR Aging
  • Margin by Phase
  • 1099-NEC contractor payments (US)
  • AIA-style Applications for Payment (G702/G703)
🏗️ Projects
  • Schedule Variance
  • 3-Week Look-Ahead
  • Subcontractor Commitment
  • Submittal Log & aging
  • RFI Log & turnaround
  • Portfolio Health (RAG)
  • Punch List / Quality
  • Warranty / Callbacks
  • Client Selections
  • Bid / Tender Comparison
  • Vendor Scorecard
🇨🇦 Compliance
  • Holdback & Prompt-Payment
  • CRA T5018 (filing-ready XML)
  • Insurance & WSIB expiry
  • Change Order Log
  • Lien Waiver Tracking
🎯 Sales
  • Sales Pipeline & forecast
  • Sales by Source & win rate
👷 Field & Labor
  • Crew Productivity
  • Labor Productivity & earned hours
  • Daily Log Register
  • Time-Card / Labor Detail (GPS)
🦺 Safety & Executive
  • Safety & TRIR
  • Portfolio dashboards
  • + Metabase "Explore" for the curious

Every report ships with star-to-pin favorites, saved views, native charts, an AI narrative, scheduled email subscriptions, week-over-week trends, and an export audit log. New report? It's one spec — and it gets all of that for free.

app.gobuild.ca/portal/reports/r/job-costing
Job Costing
JobProj. profitFade
▾ Rivera Bathroom$14k▼3.2pt
09-300 Tile$3.2k+$420
15-100 Plumbing$4.2k−$180
12-300 Vanity$2.4k
▸ Okafor Deck$9k
Click any row

Drill into anything.

A number's only useful if you can chase it down. Expand a job to its cost codes, a stage to its leads, an invoice to its line items, a phase to its estimate. Every report drills to the records behind it — and a click takes you straight to the source.

  • Inline drill-downs on every report
  • Row links jump to the job, invoice, sub or task
  • Sort, filter and save the views you live in
Trust the number

Know it's accurate.

A report is only as good as what you feed it. Every report carries a health panel that shows exactly what's missing to make it accurate — with a one-click link to fix each gap. When it's all in, it collapses to a green check. No more guessing whether the numbers can be trusted.

  • Live checklist with real counts ("12 of 18 jobs have a budget")
  • One-tap links to set budgets, dates, % complete, BNs…
  • Goes green when the report has everything it needs
app.gobuild.ca/portal/reports/r/evm
📋 Make this report accurate
Keep these up to date for a trustworthy number.
67%
2/3 ready
  • Give each job's tasks a budget
    18 of 18 jobs budgeted.
  • Freeze a baseline per job
    18 of 18 jobs have a baseline.
  • Keep each task's % complete current
    63 of 101 tasks show progress.
    Update →
Straight through to your books

Your reports match
your books.

The numbers on these reports are the numbers in QuickBooks — because GoBuild puts them there. Mark an invoice or a bill paid and it posts to QuickBooks on its own, into the right account, tagged with its cost code. No re-keying at month-end, no “why don’t these two match,” no reconciling two systems that should already agree.

  • Invoices, payments and bills post to QuickBooks the moment you mark them paid
  • Each lands in the right account, with its cost code as a QuickBooks class — so job-cost numbers line up on both sides
  • Connect once; a live sync line shows it’s current, so you always know the books are caught up
app.gobuild.ca/portal/settings
qb
QuickBooks Online
Connected
✓ last sync just now
🧾 Invoice DRAW-003 · $490k → QB Invoice #145
📄 Cascade Lumber · $1,200 Supplies · 06-100
📄 Ironclad Concrete · $38k Cost of Labor · 03-300
Each one posts to the right account, tagged with its cost code as a QuickBooks class.
Take it anywhere

Board-ready exports. Canada-ready filings.

Every report exports clean to CSV, Excel and a letterhead PDF — or skip the export entirely, because what you billed and paid is already in QuickBooks. And because GoBuild is built for Canadian builders, the compliance reports go further — statutory holdback baked in, and the CRA T5018 as a filing-ready XML return, not just a printout.

QuickBooks 2-way sync CSV Excel (.xlsx) Letterhead PDF CRA T5018 XML Printable slips Provincial holdback GST / HST & sales tax

Close the laptop
knowing the number.

Reports & dashboards come with every GoBuild account — explained in plain English, ready to act on. No spreadsheet night between you and the answer.