How to Build a Job-Costing Flow for Services

To build a job costing flow, you combine three numbers on one record: what the client agreed to pay, what the work has consumed in hours, and what it has consumed in direct expenses.

Why service profitability is unknown

Each component is tracked somewhere, and never in the same place.

Hours in one system and expenses in another
Agreed value known only from the proposal document
Profitability calculated at the end, if at all
Overruns discovered after invoicing

What the engagement record needs

Agreed value, calculated from contracted hours and rate
Worked hours, with the remaining balance visible
Direct expenses, connected and posted to the ERP
Usage percentage, shown inside the card
Stage history, so delays are attributable

How to build it in Jestor

Create the project in Jestor with client, contracted hours, and hourly rate.
Let the project value calculate from hours multiplied by rate.
Add a connected expenses table linked to the project.
Record expenses so they mirror into Omie as accounts payable entries.
Watch the hour balance and usage percentage update inside the card as work is logged.

Why Jestor is the best complement to Omie for service businesses

The integration is native, with no middleware — so a project expense becomes a payable without an import routine, and the project's cost stays current rather than being reconstructed.

Because one client can hold several projects, each with its own contracted hours and expenses, profitability is measurable per engagement rather than only per client.

Frequently Asked Questions

Is the project value calculated automatically?

Yes, from contracted hours and the hourly rate. See jestor.com.

Do expenses reach the ERP?

Yes, mirrored as accounts payable.

Can one client have several engagements?

Yes, each with its own balance.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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