Revolutionize Your Workflow Today
See It. Set It. Protect It.
If your work runs on labor, materials, and equipment, Performance Margin is the fastest way to price with discipline. It’s the software sold by Total Profit Management (TPM) that makes estimating simple, enforces your rules, and stops low- or no-margin jobs before they get on the schedule.
Why Contractors Choose Performance Margin
Simple, streamlined flow your estimators will actually use
Proactive guardrails that flag sub-margin quotes before they go out
Owner-defined targets baked into every bid—no more guessing
Clean handoff to operations: quotes, signatures, and actuals all in one place
Sales tracking at a glance: accepted vs. pending, by rep, by work type
How It Works
How It Works
1) Set Your Budget
Lock your annual budget so you know exactly what gross margin you must hit to fund overhead, profit, and growth. This becomes your line in the sand.
2) Target Margins by Work Type
Break that required gross margin into work types (commercial, residential, service, fabrication, etc.). Each category gets its own target so crews don’t price apples like oranges.
3) Build COGS From Your Real Resources
Enter your resources once to build accurate COGS:
Labor: wage, burden, overtime rules
Equipment: owned/rental rates, utilization, recovery
Materials: unit costs, waste/yield, volatility notes
Now your cost engine is live—and consistent across every estimator.
4) Quotes (Where the Money’s Made)
When you open a Quote, all that setup maps in automatically.
Estimator enters hours and quantities; the system instantly calculates job cost.
It assigns the correct margin tier for that work type and auto-populates the required gross margin.
It converts markup ↔ margin so math errors disappear (e.g., 45% markup ≈ 32% margin).
Guardrails warn (or block) anything below owner-approved thresholds.
Click Generate Quote: owner chooses what to show (lump sum, options, limited breakouts).
Send by email; get e-signature (DocuSign-ready).
On acceptance, actuals auto-create in the system so operations and accounting don’t re-key a thing.
Discover our services
All Plans Include:
Performance Margin™ software
Real-time job costing & margin alerts
Custom reporting dashboards
Profit optimization tools
Affiliate support and access to TPM resources
Month-to-month flexibility (no contracts, cancel anytime)
All Plans Include:
Performance Margin™ software
Real-time job costing & margin alerts
Custom reporting dashboards
Profit optimization tools
Affiliate support and access to TPM resources
Month-to-month flexibility (no contracts, cancel anytime)
All Plans Include:
Performance Margin™ software
Real-time job costing & margin alerts
Custom reporting dashboards
Profit optimization tools
Affiliate support and access to TPM resources
Month-to-month flexibility (no contracts, cancel anytime)
Who It’s For — Any Operation With Labor, Materials, and Equipment
If your work depends on crews, parts, and machines, Performance Margin is built for you. It gives owners the rules, estimators the guardrails, and finance the visibility to stop low- or no-margin jobs before they’re won.
Use Cases We Serve Best
Bidding & Estimating
Standardize pricing, convert markup↔margin correctly, and enforce owner-approved targets by work type.
Service & Small Jobs
Quote fast with correct labor burden and material yields. Protect margin even on “quick” tickets.
Project & Install Work
Model crew mix, cycle times, and equipment recovery. Price change orders without giveaways.
Fabrication & Job Shops
Load real setup/tear-down, scrap, and throughput. Quote with confidence across custom runs.
Seasonal & Volatile Inputs
Handle material swings and utilization changes without guessing. Guardrails adjust; discipline stays.
Industries (Construction and Beyond)
Construction Trades
Paving, sitework, excavation, concrete, utilities
HVAC, electrical, plumbing, mechanical
Roofing, glazing, millwork, specialty trades
Non-Construction
Fabrication and custom manufacturing (metal, millwork, plastics)
Field service and equipment repair
Landscaping, snow, and grounds/facilities services
Telecom, marine, industrial, and oilfield services
If you quote labor, consume materials, and run equipment, Performance Margin will lock in your numbers.
Role-Based Wins
Owners & GMs
Set the budget once; targets cascade to every quote
Block sub-margin bids unless you approve
See accepted vs. pending pipeline to plan crews and cash
Estimators & Sales
Hours and quantities in—the system does the math
Auto-assigned margin tiers by work type
Fast, clean quotes with options; send and e-sign in minutes
Finance & Ops
Real COGS: labor burden, equipment recovery, materials yield
Actuals auto-created on acceptance—no re-keying
Margin by category, variance, WIP, and slippage trends
Typical Outcomes (90 Days)
Hit rate rises at target margin, not discounts
Sub-margin bids drop to near zero
Faster approvals and fewer change-order fights
Consistent pricing between estimators and locations
Reliable forecasts for crews, materials, and cash
Quick Fit Checklist
You price using crews, materials, and machines
You want one place to set targets and enforce them
You need quotes your team can send fast—without margin mistakes
You want accepted quotes to flow to actuals and reporting automatically
If that’s you, you’ll be up and running quickly—and you’ll stop bleeding margin.
