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Primary path: CSV import. Storage: local. Plan: free · free saves left logic: ok

Confirmations (required)

Numbers match my job records.Not legal, accounting, tax, lien, or collections advice.Not a payment demand or recovery guarantee. I contact the GC myself.

1 · IMPORT CSV (MAIN PATH)

Columns: job_name, base_contract, approved_cos, total_billed, retainage_pct, retainage_received

Choose CSVSample CSV