Setting up PMZ

Five steps, in the order the work happens. Each one supplies what the next needs, so working down the list is the fastest way through. Nothing here is locked — you can price a job at any time, finished or not.

Steps done
0 of 5
for the 2026 plan
Next: Company setup. Say who works here and what each person is allowed to see.
Company setup
Not started

Say who works here and what each person is allowed to see.

  • Still needs your company on file — your company's legal name, its street address, its city, its state, its ZIP or postal code, a phone number and an email address
  • Still needs the people who will use PMZ — name, title, phone, email, and what each one may see
Company Setup →
Budget
Revenue and overheadNot started

Work off your profit and loss: what the company costs to run for a year, and the revenue you plan to do against it.

  • Still needs your estimated overhead — what the company costs to run for a year
  • Still needs the revenue you plan to do this year
  • Still needs where those figures came from, in your own words (“2025 P&L review”)

Before PMZ can tell you the truth about a job, your books have to be telling you the truth about the year.

Why this matters: if job costs and overhead are blended together in your chart of accounts, every number after this one inherits that mistake. It won’t catch the error for you. It will just make it look official.
Two ways to get this right:
PMZ Step One — we do it with you

Send your P&L for the last two years plus the current year. We check that cost of goods and overhead aren’t mixed together, establish a true overhead number for what it costs to run your company for a year, and show you where your revenue is actually generated so we can trend a target.

All of this happens outside your accounting program, so the keeper of your books won’t cringe.

I’ve got clean books — I’ll enter it myself

Go straight to your overhead number and where it came from.

Work Types → Estimated Overhead →P&L Organizer (Overhead & Profit) →
Work types and margins
Not started

Name the kinds of work you sell, and set the margin each one has to hit at each job size — above the overhead percentage your budget just worked out.

  • Still needs your work types — the kinds of work you sell
No overhead percentage yet — PMZ works it out from your Estimated Overhead and the revenue you plan to do, and one of those is still missing.
We use your history to build your future. We take your past revenue, make sure your chart of accounts is correct, and from that work out what it costs you to run your business — whether you sell a dollar or a million.
Work Type Builder →Work Types → Overview →
Resources
Cost of goodsNot started

Build what your work actually costs — labor, equipment, material and misc — at true break-even, before any margin.

  • Still needs Labor rates — none built yet, and you have not said you don't use them
  • Still needs Equipment rates — none built yet, and you have not said you don't use them
  • Still needs Material rates — none built yet, and you have not said you don't use them
  • Still needs Misc. rates — none built yet, and you have not said you don't use them
Labor Rates →Equipment Rates →Material Rates →Misc. Rates →
Salespeople and goals
Not started

Hand each salesperson on your roster their share of the year — or tell PMZ you sell alone.

  • Still needs a salesperson on the roster — step 1 — or say you sell alone
Goals Entry →Company Setup → Roster →