ProShop Automatic Job Margin Reports
Every Monday, WebRun opens ProShop ERP, compares each closed job's quoted cost against its actual labor, material, and overhead cost, cross checks the actuals in QuickBooks, and posts a ranked margin report to your leadership Teams channel.
How do I automatically see which CNC jobs are actually profitable?
WebRun compares each closed job's quoted price against its actual labor, material, and overhead cost in ProShop ERP, cross checks the numbers booked in QuickBooks, and posts a ranked margin report to Microsoft Teams every Monday with any job below your target margin called out. Leadership sees which jobs actually made money without building a spreadsheet.
- Leadership sees real job margin every Monday with zero manual pulling
- Jobs closing below target margin get called out automatically
- Quoted cost gets checked against actuals booked in QuickBooks
Built for CNC machine shops · precision manufacturers · shop owners · finance and operations leadership
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
proshoperp.comin a real browser with your saved login - no setup, no API keys. -
1
ProShop ERP - compare quoted cost to actual job cost
proshoperp.com
WebRun opens ProShop ERP to compare quoted cost to actual job cost. - Open ProShop ERP and pull jobs closed in the last week
- Compare the quoted price against actual labor, material, and overhead cost for each
- Calculate the realized margin percentage per job
Done when Every job closed last week has a calculated margin.
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2
QuickBooks - cross check the actual costs booked
- Cross check the material and labor costs booked in QuickBooks against ProShop ERP
- Flag any job where the two do not line up
Done when Every job's actual cost has been confirmed against QuickBooks.
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3
Microsoft Teams - post the ranked margin report
teams.microsoft.com
WebRun opens Microsoft Teams to post the ranked margin report. - Post the ranked margin report to the leadership channel, best margin first
- Call out any job that closed below your target margin
Done when Leadership has this week's job margin report in Teams.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it change quoted prices or job costs?
No. WebRun only reads and compares numbers already in ProShop ERP and QuickBooks. It never edits a quote or a booked cost itself.
Why cross check against QuickBooks?
Matching ProShop ERP's job costing against what was actually booked in QuickBooks catches timing gaps or missed costs, so the margin reported is the real one.
What counts as below target?
Whatever margin threshold you set. Any closed job under it gets called out at the top of the Teams report instead of blending into the list.
Related templates
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