The Margin Leak — free checklist for project managers | Job Site Automations
Job Site Automations Free Checklist

For project managers & field leaders — on the Microsoft 365 your company already pays for

The bid had margin in it. Where did it go?

A PM doesn't lose margin in one big hit — it fades, a soft estimate here, a stalled RFI there, a change order given away. And the WIP looks healthy right up until the job closes. This free checklist shows you the 7 places it bleeds out, each with a 60-second check you can run on an open job today.

7 margin leaks · 7 sixty-second checks · one editable tracker

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Built from real jobs in Alameda County, CA. One email per real milestone — no spam.

What's in it

Seven places a job's margin bleeds out of a PM's hands — from the cost-to-complete you eyeballed to the client you delivered to but didn't keep. Each one comes with a 60-second check against an open job:

  • The cost-to-complete you eyeballed — the single most dangerous number you touch.
  • Underbilling you're calling an asset — a future loss booked as money in the bank.
  • Margin fade caught at closeout — why optimistic completion hides losing jobs.
  • The two-clock gap — when the field and the books disagree on "done."
  • The change order negotiated into a fight — same dollars, opposite relationship.
  • The three-day-old RFI — paper that doesn't move is margin leaking out.
  • The client you didn't keep — repeat work is the cheapest margin there is.

Who it's for

The construction project manager who carries the job's number — and the superintendents and project engineers who feed it. If you've ever watched a job that bid healthy close thin and couldn't say exactly where it went, this is how you catch the fade while there's still job left to fix it on.