Contractors Edition

Field jobs and the general ledger on one platform

Estimates, AIA-style progress billing, vendor bills, subcontractor compliance, and real-time job costing—all posting to one immutable ledger. Replace QuickBooks and separate field-service apps.

All-In-One Architecture

Replaces QuickBooks + your field-service app

Most contractors pay for QuickBooks for accounting and Jobber, Housecall Pro, or spreadsheets for the field, then spend weekends manually keeping the two in sync. Zeno ERP handles both on one ledger, so costs and invoices never drift apart.

Field Tasks & Jobs Built In

Assign, schedule, and track field jobs directly inside Zeno ERP with tasks, notes, and photos tied to each project—wired straight into job costing.

True Cloud Mobility

Work from the truck, jobsite, or back office. No hosted QuickBooks Desktop, remote-desktop lags, or corrupted company files.

White-Labeled from Your Domain

Estimates, progress invoices, and statements go out in your branding from your own domain. Customers experience your company, not an accounting vendor.

Instant Card & ACH Payments

Accept online payments directly on client invoices. Payments and processing fees post straight to the ledger, automatically clearing receivables.

Job Margin Protection

Real-time cost tracking vs. estimate

Real-Time Per-Job Costing

Track labor, materials, and subcontractor bills against every job. Monitor actual costs vs. estimates in real time, keeping your running margin visible.

AIA-Style Progress Billing

Bill jobs in stages against estimates or contracts—including deposits, completion milestones, and retainage—with every draw updating the books.

CRM & Estimate Conversion

Full customer history, job site addresses, and itemized estimates that convert to approved customer invoices with a single click.

Automated Vendor Bill Intake

Subcontractor and lumber bills are parsed by AI, verified against purchase orders, and allocated to the proper job and cost code.

Subcontractor Compliance

Track W-9s, certificates of insurance (COIs), and license expirations per subcontractor, with automated dashboard alerts for missing documents.

Completed-Job Profitability

Analyze historical margins by trade, job type, and customer to bid future projects with precision.

Year-End 1099 Preparation

1099 tracking is built into the ledger from day one. Generate accurate filings without end-of-year audit panic.

Integrated Bank & Card Feeds

Live banking and card feeds automatically stage into review queues, AI-matched to job receipts with zero manual categorization.

Vendor Experience

Subcontractor portal & compliance hub

Give your subcontractors a dedicated portal to submit bills, upload updated insurance certificates, and track payment status. Invoices route straight to job costing without sitting in an email inbox.

Target Fit

Built for trade and general contractors

  • General contractors and commercial builders managing multiple concurrent jobs who require real-time margin visibility
  • Specialty trade contractors (mechanical, electrical, plumbing, glass) with extensive subcontractor compliance requirements
  • Builders ready to eliminate the \$1,000+/mo SaaS stack of QuickBooks, Jobber/Procore, and manual spreadsheet trackers
Implementation

Turnkey migration & setup

1

Seamless Migration off QuickBooks

We migrate your customers, open jobs, sub vendors, and historical bills out of QuickBooks, tying out opening balances to the penny.

2

Workflow & Cost-Code Configuration

We connect your bank feeds, white-label invoicing, and merchant processing, seeding your exact cost codes and active job phases.

3

Intelligent Document Capture

Forward supplier invoices and subcontractor bills into your inbox. Autonomous AI extracts line items and allocates them directly to the job.

4

Real-Time Margin Command

Inspect live cost-to-date vs. estimate on every job. Lock monthly accounting periods to protect financial integrity.

Ready to take control of your job margins?

Book a 30-minute walkthrough. We’ll show you how Zeno ERP eliminates re-entry and protects your profitability.

Book a 30-min walkthrough