Software and accounting guide
MarketSharp: remodeling sales, project handoffs and accounting
MarketSharp is customer and project management software for home-improvement and remodeling businesses, covering lead follow-up, sales and project coordination.
By Sam Yang · Updated
How MarketSharp supports the workflow
Who this guide is for: Owners, sales teams and office managers who need to follow a sold project through production, billing and payment.
Everyday uses
- Organize leads and sales follow-up.
- Track the handoff from a sold project into production.
- Review project and payment information needed for office follow-up.
How it connects to accounting: Sold, installed, invoiced and paid describe different events. The office needs a record trail between those events and the accounting entries. A sales total alone cannot establish earned revenue or collected cash.
How to connect it and get the records you need
A built-in connection transfers the records its vendor supports. An API lets software read or exchange specific records directly. Browser automation may use the screens and reports your role can access when a direct connection leaves a gap. Its coverage and reliability need checking for the specific workflow. Start with the options available in your account, then check what actually reaches your books.
Verified supported integration
Confirm the specific connector and fields with current documentation and account access. The product feature page alone does not establish a usable financial API.
Relevant native reports
Use the report set available in the account to follow sales, production, invoicing and receipts. Confirm the current report names, filters and date coverage in the account before relying on them.
Browser assistance
Inspect an unresolved project handoff or collect an authorized report when there is no adequate verified connector. Keep each report’s event dates separate.
Start here: Choose one sold project and trace its production, invoice and receipt records before comparing the sales dashboard with the books.
Integration options and their limits
An API gives software direct access to supported records. Native reports are the files and reports available inside the product. Browser automation collects through the screens you can access. Choose the route that supplies the missing records, then check that it covers the accounts and dates you need. Reports may contain filters or omit rows. Browser work depends on permitted account access and can fail when screens change. Check record IDs, counts and dates whichever route you use.
Supported API or integration
- What it supplies
- The current official MarketSharp feature reference describes customized reports, job costing, commission tracking and QuickBooks/payment integrations. A historical package sheet mentions an API.
- What to check first
- That old sheet does not verify which records the current API can return, account permissions, plan access, cost history or which way the connection sends data.
Choose it when: Ask the vendor for current documentation covering the required reports and check the actual account before using an API to collect them.
Existing scheduled-report files
- What it supplies
- The saved collection procedure and file reader use the five named reports, keeping each report’s name and format separate.
- What to check first
- Email arrival time does not establish the selected report dates. List missing or duplicate reports and unavailable invoice due dates.
Choose it when: Use the original report set when it can follow a job from sale through installation, cost and payment. Keep each original file and its filters.
Permitted read-only report viewer
- What it supplies
- The saved procedure opens each existing report link and downloads the CSV from that report’s viewer.
- What to check first
- These saved notes do not show how to create a report schedule, change the account’s production-stage settings or collect every report in every edition.
Choose it when: Use the viewer to download an existing authorized report or investigate a specific job status or uncertain job match.
What to automate and what an accountant should review
Good work for automation
- Check that all five required reports were received and refer to the right jobs and dates.
- Build separate follow-up lists for installation status, missing costs and unpaid balances from confirmed job matches.
Keep a person on these decisions
- Decide what commission allowances and allocated overhead mean before changing their accounting treatment.
- Resolve uncertain job matches and decide which person should handle the next step.
Lessons from accounting and operations
Known problems and what to check
Connect sales, installation, job costs and payments
Use the existing report set you are authorized to collect. The date the email arrived tells you when it was delivered, not which dates its sales, production or payments cover.
Evidence basis: Saved scheduled-report receipt and CSV download observations. These notes do not establish scheduler-creation menus.
Use supported data connection for the required records if adequate; old pricing material does not certify current API access for this account.
The owner wants backlog or production exposure
Start with Production Status and Sales, verifying which statuses and jobs each includes; do not substitute Balance Due for unperformed work.
The owner wants job profit and unpaid balances
Add Job Cost, Balance Due and Payment evidence for those same identities. Missing costs or due dates limit the conclusion.
Start with an API, connection or built-in report that your account offers and you have confirmed. An authorized browser session may collect records those routes leave out; test its coverage for the workflow. Still check the totals against the books and confirm that all relevant costs are included.
Pitfalls and when to pause
A partial report set cannot support full margin. A commission reserve labeled overhead needs a review of whether it is an estimate, an amount owed or cash paid. Missing due dates cannot establish aging.
How a plausible answer can go wrong
Four correct CSVs and one absent payment file are an incomplete report set. A commission reserve labeled overhead also needs review of whether it represents estimated cost, money owed or cash paid rather than automatic acceptance of the report category.
Pause if you cannot confirm the account, permission, reporting dates or completeness of the records. Return the missing evidence for review. Do not fill the gap with an invented record, a balancing entry or an assumed zero.
When the result does not make sense
One of five report links is absent or downloads the wrong report
Check: Check the report title and columns in the downloaded CSV, not just the email link text.
Resolve the question: Name the missing or mislabeled report and obtain an authorized replacement before calculating results that depend on it.
Installed work shows an unexpectedly high margin
Check: Confirm the installation finished, check for missing cost lines and explain whether commission and office-cost entries are estimates, amounts owed or payments.
Resolve the question: Keep missing costs visible. Show which costs are included in the report’s profit and in any separate job-contribution calculation.
Open balance is classified as overdue without a due date
Check: Find the related invoice, its due date and the payments applied to it.
Resolve the question: Report the balance as unpaid with its overdue age unknown. Obtain the due date before ranking it by days late.
Collect the records and check nothing is missing
- Five named reports
- Verify Production Status Report, Balance Due Report, Job Cost Report, Sales Report and Payment Report are all present and uniquely identified.
- Native CSV and title
- Check the requested format and title in the downloaded file, not just the label on the report link.
- Matching job or sale IDs across reports
- Link records by the IDs from the product and scope; reject duplicated or mislabeled reports before deriving totals.
Define the required sales, production, cost, balance and payment reports. Verify each title, date filter and identifier; retain native CSVs and a complete report list. Link reports by job or sale IDs.
Step-by-step collection notes
Dated saved collection procedure reviewed October 6, 2026. Verify the current account, interface, permission and available reports. Menu names may differ.
- Begin with existing authorized scheduled-report emails for the requested receipt date. These notes do not establish scheduler-creation menus.
- Require the needed report set: Production Status Report, Balance Due Report, Job Cost Report, Sales Report and Payment Report.
- Open each exact report link and verify the intended read-only viewer and report identity.
- Confirm its format field reads CSV, then use Save Report and wait for the completed download.
- Verify the CSV extension and expected report title in the first cell.
- Retain each original file; reject missing, duplicated, unknown or mislabeled report members. Report date/filter scope must be established separately from email receipt date.
Checks before using the records
- Name the sales, production, cost, balance and payment reports needed for the question.
- Retain each report title, period, identifier and original CSV.
- List unmatched records, missing cost evidence and unavailable due dates.
Fictional collection example
A fictional report set links all projects to payments, but omits the cost report and invoice due dates. Collection supports a payment trace. It does not support full job margin or invoice aging. Return the missing report and date fields rather than producing those conclusions.
Invented teaching scenario, not a customer result or a reproduced vendor defect.
Capture the setup with the evidence
- Company, legal entity or account, report name, period, cash or accrual accounting basis, currency and timezone.
- Selected filters, status, page count, original record identifiers, record counts and totals used to check completeness.
- Collection time, source route and authorized role. Record browser and automation versions when using a browser.
- Original files and exceptions. Keep credentials, customer identifiers and financial artifacts private.
A browser version helps reproduce an interface issue. It does not validate the financial conclusion.
Practical workflows
Practical checks you can follow
Was the job sold, installed and paid, and are its costs complete?
Those are separate checks. Link the Sales, Production Status, Job Cost, Balance Due and Payment reports for the same job. A planned installation date does not show that installation happened. A commission allowance or allocated general and administrative (G&A) office cost does not show that cash was paid to a supplier. This sequence tells you whether to ask production for completion evidence, finance for missing costs, or collections about an unpaid balance.
Follow one sold job through installation, cost and payment
- Start with existing scheduled-report emails you are authorized to use. Obtain Production Status Report, Balance Due Report, Job Cost Report, Sales Report and Payment Report. The saved procedure does not show how to create a new report schedule.
- Open each report link, check the report title and download its CSV file. The email arrival date tells you when it was delivered, not which dates the report includes.
- Keep each report’s filters and job or sale IDs. Do not match records by row position alone. Resolve uncertain matches before assigning costs or payments to a job.
- Follow one sale into production and inspect actual task-end dates. Expected installation or completion dates are plans, not proof that work finished.
- Match the cost report, balance and payments to the same job. List missing reports, uncertain job links, costs not yet entered and accepted balances that are actually overdue separately.
Bring to the review: One job summary showing the sale, actual installation status, missing costs, unpaid balance and linked payments, with a named person for each unresolved issue.
Then decide: Ask production to confirm completion, finance to supply missing costs, or collections to review a verified unpaid balance. Confirm the correct job before sending a payment request.
Understand which costs the reported margin includes
- Keep the cost-category labels and amounts used in the reported gross profit. The saved file reader keeps general and administrative (G&A) office costs, marketing, material, labor, commission and miscellaneous costs separate.
- Add the cost lines and compare them with the reported profit. Check whether a commission allowance or allocated office cost is an estimate, an amount owed or an amount already paid.
- Confirm whether installation actually happened and whether the expected costs have arrived. A blank cost line needs investigation; zero may be correct, but it needs an explanation for this job.
- Show job contribution (sales less the selected job costs), profit after allocated office costs, and cash paid separately. Do not subtract general and administrative (G&A) office costs again if the reported result already includes them.
- Check invoice due dates before grouping balances by days overdue. A balance shows what remains unpaid, not how late it is.
Bring to the review: A worksheet showing whether the cost categories add up to the reported profit, what each category means and which unpaid balances lack due dates.
Then decide: Choose the right profit measure for pricing or production. Have the finance reviewer decide how commission allowances and other estimates belong in the accounts.
Worked example
Stored allocated result versus direct-cost contribution
All records and amounts below are fictional teaching inputs. CSV files are spreadsheet-compatible text files. This example demonstrates the calculation, not a customer outcome or a reproduced software defect.
In this simplified example, materials, labor and commission total $9,200. Sales less those costs gives $5,800 contribution. Subtracting the explicitly assumed $1,500 G&A allocation gives a $4,300 allocated result. The $6,000 invoiced-but-unpaid portion is a separate balance calculation, not another cost. This is a teaching classification, not a universal MarketSharp category rule.
What the CSV columns mean
- kind: Teaching economic component
- amount: Fictional USD
- Direct-cost teaching total
- 9200 USD
- Materials, labor and assumed direct commission
- Contribution before G&A
- 5800 USD
- Sale less the direct-cost teaching total
- Allocated result
- 4300 USD
- Contribution less the fictional G&A allocation
- Unpaid portion
- 6000 USD
- Sale less received payment, assuming one invoice and no credits
Inspect marketsharp-cost-basis.csv
kind,amount sale,15000 material,5000 labor,3000 commission,1200 ga_allocation,1500 payment_received,9000Download this CSV
Next decision: Confirm the actual commission/G&A basis and invoice applications before choosing a profit metric or collection action.
Run the example locally
Save the CSV files, expected-results.json and reproduce.mjs in one folder. With Node.js installed, run the command below. It calculates the checks from the CSV bytes and rejects a changed input or expected result.
node reproduce.mjs expected-results.json
No software login, customer records or API key is required.
AI prompt for collecting records without changing them
Replace the bracketed scope before use. This prompt collects evidence; it does not permit edits, approvals or accounting execution. Requesting an emailed report is a separate account action and requires explicit authorization.
Collect read-only evidence for MarketSharp to answer [financial question]. Confirm [company], [account/entity], [period], [basis], [currency] and [allowed reports]. Define the required sales, production, cost, balance and payment reports. Verify each title, date filter and identifier; retain native CSVs and a complete report list. Link reports by source identity. Retain original files, complete record IDs, counts, filters, collection timestamp and exceptions. A partial report set cannot support full margin. A commission reserve labeled overhead needs an economic review. Missing due dates cannot establish aging. Stop if the source or scope is uncertain. Do not post, match, reconnect, delete or change settings. Return the evidence for financial review; do not claim the books are correct. Do not approve, submit payroll, pay, transfer, refund, send messages, invite users or accept terms. Stop at any login, MFA or credential prompt and hand back to the account owner. Store files only in [approved private location]. Do not paste customer artifacts into public tools. Use only preauthorized collection actions. Request an emailed report only when its delivery is explicitly authorized; otherwise ask the account owner to supply the file.
Next decision
What can you decide from these records?
Can the owner follow one sold job through installation, costs, unpaid balance and payments? Separate missing files from a real job problem before choosing who should follow up.
Compare the same records, accounts and reporting dates. List costs or payments you cannot yet verify before using the result for pricing, cash planning or month-end review.
Read the next finance check →References behind these workflows
Each product reference supports only the features and limits described beside that source. Level's checks and fictional calculations are separate from what the vendor documents.
Read the product and workflow references with their scopes and review datesExplore the financial diagnostic examplesSources and scope
Base product-reference scopes were reviewed . The collection procedure retains its own review date in the dated sequence above. Individual source rechecks are dated with their citations. Operator decision guidance was reviewed 2026-10-09. The references below support their stated product scope, not every observed interface detail. It is not a vendor capability certification, a measured customer result or an independently reconciled account. Verify current features and what your plan includes in the account you use.
- MarketSharp reporting and dashboard features
Product reference: Customized reporting and dashboard features, not a promise that every required export exists.
Product reference: Home-improvement and remodeling CRM, project coordination and payment-related product scope; not financial API coverage. Reviewed .
Product reference: Official CRM/product scope. Web-readable page checked; direct HTTP retrieval encountered an access challenge. Reviewed .
Workflow reference: Official CRM/product scope. Web-readable page checked; direct HTTP retrieval encountered an access challenge. Reviewed .