FIG. 02Money + margin3 prompts · Updated September 1, 2026

Know where the job stands before the invoice tells you.

Job costing and margin checks usually wait for the month-end because pulling the numbers takes a whole evening. These three prompts ask Barry to read your job and accounting systems and hand back the health check, the profit moves, and the cost to date on a single job — with the gaps called out.

Where the hours (and the money) go today

  • Labour, materials and supplier charges land in three different places, so the true job cost shows up after the final invoice went out.
  • Unpaid invoices and open quotes sit in separate tabs from expenses, so nobody sees cash flow in one picture.
  • "Are we making money on this one?" gets answered by gut feel until the accountant calls.

The prompts

Replace [brackets], choose a time, then text it to Barry.

03Run the full health check

Review the business for [date range] using the information in our job and accounting systems. Summarize revenue, profit, open quotes, unpaid invoices, job performance and workload. Show the key numbers, biggest risks and the next actions you recommend.

Get:A complete, data-backed view of what is helping or hurting the business.

04Find today's profit moves

Review our current quotes, invoices, jobs and expenses. Give me a short, prioritized list of actions that would have the biggest impact on profit or cash flow right now, and explain why each one matters.

Get:A short action list tied to real quotes, invoices and expenses.

05Cost a job to date

Calculate the cost to date for [job], including labour, materials, supplier charges and other job expenses. Show the total, the breakdown and any information that still needs to be added.

Get:The real job cost, with gaps called out before they hit margin.

How much money you get back

Every hour you stop spending on this is money back in your pocket. Put in your own time and dollar figures and the worksheet shows what you make back per year — your numbers, not ours.

Money-back worksheet
Example numbers — change them to yours.

Hours spent pulling numbers together

Money you get back
$15,000
per year, on your numbers
+ 200 hrs of your time back
120 min × 2/wk × 50 wks ÷ 60 × $75/hr

Hours only. The bigger number is the overrun you catch mid-job instead of at the invoice — put your own figure on that.

Your inputs, your math — for money + margin. Not a Barry result claim.

Setting it up with Barry

  1. Set a weekly cadence

    Same [date range] every Monday, so weeks compare.

  2. Cost one live job first

    The "still needs adding" list is your leak report.

  3. Ask before you pay bills

    That's when a ranked list is worth the most.

Ready to try it?
Get started with Barry.Text it the first prompt today.
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Questions owners ask

Does Barry replace my accounting software?

No. Barry reads from the job and accounting tools you already run and summarizes across them. The books stay where they are; Barry does the cross-referencing you'd otherwise do by hand.

How accurate is a cost-to-date?

As accurate as the data in your systems. That's why the prompt asks Barry to list what still needs to be added — the gaps are the point, because they're the costs that usually go unbilled.

— Issued for construction —

Text these to Barry.

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