Cabinet Vision Automatic Job Margin Reports
Every Monday, WebRun pulls the estimated material, hardware, and labor cost for each job completed the prior week from Cabinet Vision, compares it against the actual costs booked and revenue invoiced in QuickBooks Online, and logs the estimate versus actual gap to a Google Sheet with any job under your target margin flagged.
How do I catch a job's margin slipping before I invoice it?
Every Monday, WebRun compares the estimated material, hardware, and labor cost from Cabinet Vision against the actual cost booked and revenue invoiced in QuickBooks Online for each job completed the prior week, then logs the estimate versus actual gap to a Google Sheet with any job under target margin highlighted before the pattern repeats.
- Shrinking margins get caught the week a job closes, not at year end
- Every job is compared against its original estimate automatically
- Underpriced jobs surface a pattern before it repeats across a quarter
Built for cabinet shop owners · millwork manufacturers · shop controllers · production managers
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
cabinetvision.comin a real browser with your saved login - no setup, no API keys. -
1
Cabinet Vision - pull the estimated job cost
cabinetvision.com
WebRun opens Cabinet Vision to pull the estimated job cost. - Open Cabinet Vision and list jobs completed in the past week
- Pull the original estimated material, hardware, and labor cost for each
- Note the quoted price for each job
Done when Every job completed last week has its estimated cost and quoted price pulled.
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2
QuickBooks Online - pull the actual cost and revenue
- Look up the actual costs booked against each job
- Pull the actual amount invoiced to the customer
- Match each job by number to the Cabinet Vision estimate
Done when Every job has its actual cost and actual revenue pulled.
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3
Google Sheets - log the margin comparison
google.com
WebRun opens Google Sheets to log the margin comparison. - Log the estimated versus actual cost and the resulting margin for each job
- Calculate the variance in dollars and as a percent of the quote
- Highlight any job whose margin fell below your target
Done when The margin report is updated with every job from the past week.
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 any pricing or invoices?
No. WebRun only reads costs and revenue and logs the comparison to a Sheet. It never edits an invoice or a price in QuickBooks Online.
How is margin calculated?
It compares the estimated material, hardware, and labor cost from Cabinet Vision against the actual cost booked and revenue invoiced in QuickBooks Online for the same job.
What counts as a job worth flagging?
Any completed job whose actual margin falls below the target percentage you set, so shrinking jobs get caught before the pattern repeats.
Related templates
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