Help by email, usually within one business day.
Email support@mainstreetbase.com with what you were doing, the job or month involved, and any error message you saw. Screenshots help.
Two ways. CSV import works today: export your job list from QuickBooks, match it to the sample CSV template in the app, and paste or upload it on the Jobs page. Direct QuickBooks sync is coming once the QuickBooks app review is approved; the QuickBooks section in the app shows the current status.
Once a month, enter one percent-complete figure per job. Earned revenue is contract value including change orders times percent complete. Total estimated cost is cost to date divided by percent complete. A job at 0 percent has no earned revenue and no estimated total cost yet, so cost to complete and projected margin show as not yet known.
No. A closed month is locked and cannot be edited. That is the point: the packet you sent to the bank stays exactly as sent. If a figure was wrong, fix the job and close the next month; the variance view shows the change.
Cancel from the Plan page in the app, or email support and we will cancel it for you. You keep Pro until the end of the billing period you already paid for.
WIPClose is operated by Forman Media Group LLC.