A window and door job is a factory order and a few days of careful demolition. The units are most of the cost, they're ordered weeks ahead and paid before you touch the house. The margin is decided by what's behind the old frames and by what the client changes after the quote.
Obra keeps each job as its own project, with the factory invoice on the job the day it lands, the units as an allowance, and the rotted openings recorded as change orders, so you know what the house made you before the last bead of caulk.
The factory order counts when it lands
Log the manufacturer's invoice when it arrives, not when the job closes. It shows in the job's recorded cost right away. Then review what's still left to spend, and Obra keeps the expected final cost current as the rest of the receipts come in. The committed costs guide explains why this matters when most of the cost is spent before the crew shows up.
Units as an allowance
The window allowance is the number most likely to move. Budget it on its own line, log the factory invoice against it, and turn any upgrade into a change order once the client has agreed. The allowance overage guide shows the wording that keeps the client on your side.
The opening, the frames, the door
The three change orders below show up on most replacement jobs. Price each one the day it comes up, get the client's okay, then record it so the contract value moves with the work. The change order guide keeps the wording short.
The margin on each house
When the last invoice is paid, the job's page shows the contract, total cost and margin. Compare your insert jobs against your full-frame jobs and your door-only jobs. The cost code guide shows how to set up the codes so the comparison works.
What Obra isn't for a window contractor
Not a measure app, not a quoting tool, not a CRM. Obra is the money on each job, in English and Spanish, from receipts your crew already sends, exported clean to the accountant.