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Between the sale and the work. Delivery re-scopes from the proposal, the client asks for a small extra, and nobody counts it because raising it would be awkward.
By the time margin is calculated the job is finished, and the lesson costs whatever the job did.
The accepted quote opens phases with the sold lines and quantities. Time logged against them produces cost and billable value on the same record, so margin is a comparison rather than a monthly reconstruction.
Deliverable approvals sit on the record with a date and an approver, so round four is a fact rather than a feeling.
It will not say no to a client. It gives you the number and the record; whether an out-of-scope request gets done anyway is a commercial decision.
And it does not price work. It shows what delivery cost against what you sold it for.
The client portal shows the same records the team works from, so the weekly status assembly stops. Approvals happen where the work is.
And scope conversations have evidence: the extra request is visible as variance against sold lines while it is still small.
Yes, with the sold lines and quantities.
Yes, through the client portal.
During the job, not after it.
We will run it end to end on your own numbers in half an hour, and tell you honestly which parts Treepie does not improve.