📱 In Your Day
Real-world moments where PriceRight Pro does the work for you. This is a scenario walkthrough — not a setup guide. For the full guides, see the Tax Planning Module →
The moment #
It’s Friday afternoon. The week’s jobs are done. You blocked off an hour to handle business paperwork — the stuff that isn’t billable but matters enormously if you ignore it long enough. Most contractors skip this. The ones who don’t end up in better shape every April.
Here’s what that hour looks like when PriceRight Pro has been running in the background all week.
First 20 minutes: check where you stand on taxes #
Open the Tax Estimator. Your year-to-date revenue, expenses, and mileage are already loaded from the week’s activity. The quarterly payment card shows your next due date and how much to set aside — it’s a number you can act on right now. If the current quarter’s due date is approaching, the countdown turns red. That’s a flag. Move the money.
Flip to the year-over-year comparison. Are you ahead of last year’s pace or behind? Is your net profit margin holding? This takes two minutes to read and tells you whether you need to adjust anything — pricing, job volume, overhead — before the year runs too far ahead.
Next 20 minutes: scan anything you missed #
Open the Missed Deductions checklist. Any category showing orange means you haven’t logged a single expense there this year. Work through the ones that are genuinely applicable to your business. Phone and internet. Insurance. Software subscriptions. Tools you bought this week. Each tap opens an expense entry form pre-filled to that category. Five minutes closes most gaps.
If you use a home office, check the Home Office Deduction calculator and make sure your square footage is entered. The comparison shows which method — Simplified or Actual — saves you more. One tap applies it to your quarterly estimate.
Last 20 minutes: 1099 status and P&L #
Open the 1099 Tracker. Any client who has paid you $600 or more this year appears in the list. If it’s January or February, check which forms have arrived and mark them received. If the January 31 deadline has passed and a form is still missing, the tracker shows it in orange. That’s a signal to follow up with that client.
If it’s Q4 or early January, run a Profit & Loss PDF for the year. Two taps. Send it to your accountant now so they’re not waiting on you in March. Every contractor who walks into tax season with organized records leaves faster and pays less in accounting fees.
What this habit builds #
An hour a week on admin during the year is the difference between tax season being a two-day project and a two-week scramble. The contractors who end up with unexpected tax bills are the ones who didn’t look at these numbers until April. The ones who don’t are the ones who checked in weekly and moved money when the estimator told them to.
