ProfitGuard uses Single Sign-On (SSO) through Blessed Bits to provide a seamless experience. When you sign out of ProfitGuard, you're only signing out of this app—your Blessed Bits session remains active. This is a secure convenience feature—balancing security with ease of use by avoiding unnecessary repeated logins. Your data remains protected. For details on our security measures, see Is my data secure?

To fully sign out (for example, when switching users or using a shared device): Select "Sign Out Everywhere" from the sign-out menu.

Yes, absolutely. We use industry-standard OAuth 2.0 with PKCE (Proof Key for Code Exchange) for authentication—the same security protocol used by major financial institutions and tech companies.

Your passwords are never stored by ProfitGuard. All authentication is handled securely by Blessed Bits over encrypted connections. Your passwords are not even visible to our admins or Blessed Bits, as they are encrypted.

Your project data is encrypted in transit and at rest.

ProfitGuard is built on infrastructure that automatically scans for known vulnerabilities and applies patches and mitigations weekly, leveraging AI tools to identify and resolve security issues.

You can also enable two-factor authentication (2FA) via SMS, email, or your preferred authenticator app. See How do I enable two-factor authentication (2FA)? for setup instructions.

Blessed Bits is our trusted authentication partner that handles user accounts, passwords, subscriptions, billing, and other shared services. This separation means that if you use multiple applications in the Blessed Bits family of products, you'll enjoy a consistent experience with no need for separate user accounts or login credentials. ProfitGuard focuses on delivering the best house-flipping analysis tools and reporting, so you can stay profitable and productive. You can manage your account, password, and two-factor authentication directly in Settings > Account & Security.

Two-factor authentication (2FA) can be enabled directly in the app via the settings page. To set it up, go to Settings > Account & Security in ProfitGuard and click "Manage 2FA" to open the 2FA settings. You can choose from three 2FA methods:

• SMS: Receive codes via text message to your verified phone number.
• Email: Receive codes to your registered email address.
• Authenticator app: Use apps like Google Authenticator, Authy, Microsoft Authenticator, or any TOTP-compatible app.

Authenticator apps are recommended as the most secure option, since they work offline and aren't vulnerable to SIM-swapping attacks.

Note: Email-based 2FA requires a verified email address, and SMS-based 2FA requires a verified phone number in your profile.

To change your phone number, go to Settings > Profile Information and edit the Phone Number field. When you save changes, a verification code will be sent to your new phone number via SMS. Enter the code to verify the new number. Your old number remains active until the new one is verified. If you're adding a phone for the first time, you may need to grant SMS consent, which allows ProfitGuard to send you verification codes and important notifications.

SMS consent is your permission for ProfitGuard to send text messages to your phone. This is required for phone verification codes and optional notifications about your account. When you add or change your phone number, you may be redirected to grant consent. This is a one-time process and you can revoke consent at any time from your Blessed Bits account settings. Standard messaging rates from your carrier may apply.

Only if you want to use SMS-based 2FA. You have three options for two-factor authentication:

• SMS (requires a verified phone number)
• Email (uses your registered email - no phone needed)
• Authentication App (uses apps like Google Authenticator - no phone needed)

If you prefer not to share your phone number, email or authentication app 2FA are excellent alternatives. See How do I enable two-factor authentication (2FA)? for setup instructions.

Yes! Your account works across all your devices. Since we use SSO, you may find you're automatically logged in on devices where you've previously logged into Blessed Bits. Your projects and data sync automatically across all devices.

ProfitGuard offers three tiers:

• Starter ($12/month): 2 active projects, 25 comps/month, and 30 receipt scans/month.
• Pro ($59/month): 10 active projects, 150 comps/month, 100 receipt scans/month, and priority support.
• Team ($129/month): Unlimited active projects, 300 comps/month, 1000 receipt scans/month, and team collaboration features.

All tiers also offer yearly billing with a 17% discount. View full details on our [Features](https://profitguard.app/features) and [Pricing](https://profitguard.app/pricing) pages.

Yes! Every new account starts with a 30-day free trial with full access to Starter tier features. We do require a credit card to start a trial but you will not be charged until the end of the trail assuming you find the product useful and contineu using. You'll see a countdown of your remaining trial days in the sidebar.

Go to Settings > Billing and click "Manage" in the Plan section. From there, you can upgrade, downgrade, cancel, or reactivate your subscription. Changes often take effect immediately, and while many upgrades are prorated, certain plan changes may follow different billing cycles. You'll see a preview of any immediate charges before confirming your selection.

You'll receive email reminders as your trial approaches its end. When the trial ends, you'll need to subscribe to continue using ProfitGuard. Your data is preserved for 30 days, giving you time to subscribe without losing any work. See What subscription tiers are available? for pricing options.

Yes, you can cancel your subscription at any time from Settings > Billing by clicking "Manage". In most cases, you'll continue to have access until the end of your current billing period. However, certain plans—such as those during a trial or specific promotional periods—may result in immediate loss of access upon cancellation. You will see a clear confirmation of your specific access end date before you finalize the cancellation.

Your data is completely preserved when you cancel your subscription. Cancelling only stops future billing - it does not delete anything.

Here's what happens:

• Your projects, receipts, and analysis remain exactly as you left them.
• Your uploaded receipt images and documents stay securely stored.
• Your account reverts to free tier after your paid period ends.
• You can resubscribe anytime and immediately regain full access to all your data.

Many customers cancel during slow seasons and resubscribe when they have new deals. Your data will be waiting for you.

Note: If you want to permanently remove all your data, see What happens when I delete my account?

Yes! If you run out of monthly comps or receipt scans, you can purchase credit packs directly from Settings > Billing. Credit packs come in various sizes with volume discounts - the more you buy, the lower the per-unit cost. Purchased credits never expire and are used after your monthly allocation is depleted.

Net profit is calculated as:

ARV (After Repair Value) - Purchase Price - All Renovation Costs - Holding Costs - Selling Costs - Taxes

We account for every expense category to give you a realistic picture of your actual take-home profit, not just gross margin.

The 70% Rule is an industry standard that says your maximum offer should be 70% of the ARV minus renovation costs.

Formula: Max Offer = (ARV x 0.70) - Renovation Costs

This ensures you have enough margin for unexpected expenses and still make a profit. ProfitGuard calculates this automatically based on your comps and selected renovations.

Holding costs are the monthly expenses you'll pay while owning the property: property taxes, insurance, utilities, loan interest, and any HOA fees. We multiply your monthly holding costs by your expected hold time (in months) to calculate total holding costs. The longer you hold, the more these eat into your profit. See What does 'Profit Bleed' mean? for more on how holding time impacts profit.

House flips are typically taxed as short-term capital gains (taxed at your regular income rate if held less than 1 year). A flip that shows $50,000 profit might only net you $32,500 after a 35% tax bracket. ProfitGuard shows your REAL after-tax profit so you know exactly what you'll take home.

You can set your tax bracket and state tax rates in Settings > Tax Defaults.

Profit Bleed shows how much profit you lose for each additional month you hold the property. It visualizes the impact of holding costs over time, helping you understand the urgency of completing your project efficiently. A property with high monthly holding costs has high "profit bleed."

• Potential: Deals you're analyzing but haven't committed to yet.
• Active: Properties you've purchased and are currently working on.
• Completed: Finished flips that have been sold.
• Archived: Old projects you want to keep for reference but hide from your main view.

• Starter tier: 2 active projects (unlimited archived)
• Pro tier: 10 active projects
• Team tier: Unlimited active and archived projects, plus team collaboration features

Archived projects don't count against your active project limit, but have restrictions on what can be modified once archived. What subscription tiers are available? for full tier details.

Yes! Click on any project card to open the full editor. You can update any field - purchase price, ARV, renovation costs, timeline, etc. All calculations update in real-time as you make changes. This is useful for tracking actual vs. estimated costs as your project progresses. Note only active projects can be used to add receipts and track actual vs estimated costs, so there are restriction on what can be modified once archived.

Archived projects are moved to a separate view and don't count against your active project limit. All data is preserved, and you can unarchive a project anytime. Completed projects are automatically suggested for archiving.

Yes! You can save any project as a reusable template. Go to the project, click the menu (three dots), and select "Save as Template" to create a template with all your task categories, durations, and budget allocations. Then on the Projects page, click "Start from Template" to quickly create a new project based on it. You'll enter the Purchase Price and ARV upfront so financial projections are ready immediately. See What are project templates and how do I use them? for details.

The Demo Project is a pre-built sample project that helps you learn ProfitGuard quickly. It includes:

• 43 realistic renovation tasks organized by category (demo, electrical, plumbing, etc.)
• 8 sample contractors with assigned specialties
• ~43 day timeline with task dependencies
• $56k budget based on typical rehab costs

Why use it:
• See how a complete project looks before creating your own
• Learn workflow patterns and best practices
• Use it as a starting point—customize addresses, swap contractors, adjust dates

Find the Demo Project on the Templates page. It creates a real project you can modify.

Project templates let you save your project structure for reuse on future flips.

Creating a template: 1. Open any project 2. Click the menu (three dots) and select "Save as Template" 3. Name your template and optionally make it public

Using a template: 1. Go to the Projects page 2. Click "Start from Template" 3. Choose your template, enter the Purchase Price and ARV (both required) 4. A new project is created with all your template's tasks and budgets pre-filled

What's saved in a template:
• Task titles, categories, and descriptions
• Planned durations and task order
• Budget allocations per category

What's NOT saved:
• Specific dates (calculated fresh for new project)
• Receipts and actual spending
• Property-specific details (address, ARV, purchase price—you enter these when creating)

Pro tip: After completing a successful flip, save it as a template to replicate your workflow on similar properties.

ProfitGuard uses AI-powered OCR (Optical Character Recognition) to automatically extract data from your receipt photos and PDFs. Simply take a photo of your receipt or upload a PDF, and our system will extract the vendor name, date, total amount, and individual line items. You can review and edit the extracted data before saving as well as split items across renovations categories.

You can upload images (JPEG, PNG) or PDF documents. For PDFs with multiple pages, ProfitGuard will process each page as a separate receipt, making it easy to upload multi-page documents from your scanner.

Our AI achieves high accuracy for most receipts, but results can vary depending on image quality, handwriting, and receipt formatting. We always show you a confidence score and allow you to review and correct any extracted data before saving. Clear, well-lit photos produce the best results.

Yes! Your original receipt images and PDFs are permanently stored in secure cloud storage. You can access them anytime from the receipt details page, which is useful for record-keeping and tax documentation. These records will be included in our CPA reports. See Is my data secure? for details on how we protect your files.

ProfitGuard's MagicIngest feature (Pro plan) lets you import project data from spreadsheets automatically.

How It Works: 1. Go to the Import Data page from the main menu 2. Upload your spreadsheet (CSV or Excel) 3. MagicIngest uses AI to automatically map your columns to ProfitGuard fields 4. Review the mapping preview and make adjustments if needed 5. Confirm to import your data into a new or existing project

What Can Be Imported:
• Work items and budget line items
• Task lists with durations and categories
• Contractor information

Tips for Best Results:
• Use clear column headers (e.g., "Task Name", "Cost", "Duration")
• Include category information when possible
• Review the AI mapping before confirming — it's usually accurate but worth double-checking

This is a Pro plan feature. See What subscription tiers are available? for plan details.

Yes! ProfitGuard generates detailed reports to simplify tax filing for your house flips.

To Generate a Report: 1. Open any project 2. Navigate to the Reports section 3. Select CPA Tax Report 4. Download or print the report

What's Included:
• Purchase and sale details with dates
• Itemized renovation costs by category
• Holding costs summary
• Closing costs breakdown
• Total profit/loss calculation
• Receipt documentation references

PDF Export (Pro plan): Export project reports and deal analysis directly to PDF for easy sharing with your CPA or partners.

Tip: Keep receipts scanned and categorized throughout the project — this makes report generation much more accurate and complete.

Budget Remaining shows how much of your renovation budget is still available to spend.

• Positive amount = money still available
• Zero = budget fully spent
• Negative = you've gone over budget

Track this closely during your renovation. If it's dropping faster than expected, you may need to cut scope on remaining work items or find cost savings.

Burn Rate is your average daily spending since starting the project, calculated by dividing total spending by days since your first expense.

Why it matters:
• Helps predict when you'll run out of budget
• Shows if spending is accelerating or slowing
• Useful for comparing to your planned timeline

Example: If you've spent $15,000 over 30 days, your burn rate is $500/day. At that pace, a $60,000 budget would be exhausted in 4 months.

This counts how many of your renovation categories have exceeded their allocated budget.

Why track this:
• Even if overall budget is OK, individual overruns signal planning issues
• Early overruns in some categories can force cuts in others
• Patterns of overruns help you budget better on future flips

Pro tip: When one category goes over, immediately review remaining categories to find offsetting savings.

Spend Pace compares your daily spending rate to your planned timeline.

Reading the percentage:
• 100% = spending exactly on pace
• 80% = spending 20% slower (good - building cushion)
• 120% = spending 20% faster (warning - may run out early)
• 150%+ = significantly overspending (critical)

The calculation: Your daily target = Total budget ÷ Planned days. Pace = (Actual daily spend ÷ Target daily spend) × 100%

Receipt Pulse shows your week-over-week spending trend based on receipts.

• Positive % = spending accelerated this week
• Negative % = spending slowed down this week
• 0% = roughly same spending pace

This helps you catch spending spikes before they become problems and see if you're ramping up or winding down. Note: This requires receipts with dates to calculate accurately.

Overhead Drag shows the cumulative impact of taxes and credit card fees on your renovation spending.

What's included:
• Sales tax on materials (typically 5-10%)
• Credit card processing fees (typically 2-3%)

The hidden cost: A $50,000 renovation with 8% sales tax and 3% CC fees actually costs you $55,500. That's $5,500 you might not have budgeted!

Pro tips:
• Budget for tax and fees upfront
• Some contractors don't charge tax on labor
• Cash purchases avoid CC fees (but lose protection)

Profit Erosion tracks how budget variances affect your bottom line. Every dollar over budget is a dollar less profit.

Reading the numbers:
• +$5,000 = you're $5k under budget (more profit!)
• -$8,000 = you're $8k over budget (less profit)

The compound effect: Budget overruns don't just reduce profit dollar-for-dollar. If you go $10k over and need an extra month, you also have additional holding costs (interest, taxes, insurance).

Protecting your profit:
• Track daily, not weekly
• Act fast when you see erosion starting

Done Spending (or "closed") items are budget categories where work is complete and all invoices are paid.

Why close items:
• Confirms your actual vs. planned costs
• Locks in savings that can cover other overruns
• Gives you certainty on part of your budget

When to close an item:
• Work is 100% complete
• All invoices received and paid
• No punch list items remaining

Tip: Close items as soon as you're certain. This unlocks savings to reallocate elsewhere.

Still Active (or "open") items are budget categories with work still in progress or not yet started.

The remaining budget for active items shows how much you have left to spend if they come in exactly on budget. Reality: some will be over, some under.

Managing active items:
• Get updated quotes as work progresses
• Compare actual progress to budget consumed
• Identify items trending over budget early

Goal: Minimize surprises by tracking active items closely and closing them as soon as work completes.

Confirmed Savings come from closed (done spending) items that came in under budget.

Example:
• Budgeted $5,000 for flooring
• Actual cost: $4,200
• Confirmed savings: $800

Why "confirmed" matters: Unlike projected savings from open items, confirmed savings are real—the work is done, the money is saved. This gives you flexibility to cover unexpected overruns in other categories or increase your profit margin.

Pro tip: Aggressively close items to confirm savings early.

Available to Repurpose is the net result of all closed item savings and overruns.

Calculation: Available = (Savings from under-budget closed items) - (Overruns from over-budget closed items)

Example:
• Flooring saved $800
• Electrical over by $300
• Available to repurpose: $500

Using these funds:
• Apply to other categories that go over
• Keeps your total budget intact
• Reduces profit erosion

Important: This only includes closed items. Open items might still change, so their savings aren't "available" yet.

Only you can access your projects. ProfitGuard staff cannot see your individual project details. We may use anonymized, aggregated data (like average renovation costs by region) to improve our estimates, but your personal projects remain private. See Is my data secure? for full security details.

Yes, go to Settings > My Data to download a backup of all your projects, tax defaults, profile information, and preferences as a JSON file. This backup can be used to restore your data or for your own records. We recommend backing up regularly, especially before making major changes.

Go to Settings and scroll to the bottom to find the "Delete Account" option. This initiates a permanent deletion of your account. Note: You'll also need to close your account with our authentication partner separately if you want to completely remove your login credentials.

Deleting your account permanently removes all of your data. This is different from cancelling your subscription, which preserves your data.

When you delete your account:

• All your projects are permanently deleted.
• All your receipts and uploaded documents are permanently removed from our storage.
• Your comps, work items, and analysis data are deleted.
• Your account settings and preferences are removed.
• This action cannot be undone.

After you request deletion, there is a short grace period during which you can change your mind by contacting support. Once the grace period ends, deletion is permanent and your data cannot be recovered.

Before deleting, we recommend:

• Export your data from Settings > My Data to keep a backup for your records.
• Consider cancelling your subscription instead if you just want to stop paying but keep your data for later.

No. We never sell or share your project data with third parties. The only external services we use are:

• Blessed Bits for authentication
• Stripe for payment processing (through Blessed Bits)
• OpenAI for AI-powered receipt scanning

None of these services have access to your project analysis details or financial projections.

The Dashboard Overview tab shows four key portfolio metrics:

• Total Est. Net Profit (Post-Tax): Sum of all estimated net profits across your active projects, after federal capital gains tax. Calculated as ARV minus all costs (purchase, renovation, holding, selling) minus estimated taxes.

• Capital Deployed: Total cash invested across all projects - your capital at risk. Includes purchase prices, renovation budgets, holding costs, and closing costs.

• Portfolio ARV: Combined After Repair Value of all your flip properties. This is what your properties will be worth after renovations are complete.

• Active Projects: How many flips you're currently working on, plus potential deals in your pipeline.

The Dashboard Alerts tab shows cross-project task issues that need your attention:

• Overdue Tasks: Tasks past their expected completion date (calculated as start date + duration). The delay days count shows cumulative days overdue across all tasks.

• Delay Cost: Financial impact of delays. Calculated as (Days Late × Daily Holding Cost) for each overdue task. Every day a project is delayed costs you money in mortgage, insurance, utilities, and taxes.

• Unassigned Tasks: Active tasks without a contractor assigned. Assign contractors to track accountability and performance.

• Blocked Tasks: Tasks that can't proceed due to materials, permits, inspections, or other dependencies. Resolve blockers to keep projects moving.

Delay Cost shows the extra holding costs from project delays.

Formula: For each overdue task: Days Late × (Monthly Holding Cost ÷ 30)

Total Delay Cost = Sum of all task delay costs across your portfolio.

Example:
• Task is 10 days overdue
• Monthly holding cost is $3,000 ($100/day)
• Delay cost for that task = $1,000

Why this matters: This helps you prioritize which delays to address first and compare delay costs against contractor rush fees.

A task is considered overdue when today's date is past its expected completion date.

Calculation:
• If a task has an explicit end date, we use that
• Otherwise: Expected End Date = Planned Start Date + Duration Days - 1

Example:
• Task starts January 1st with 10-day duration
• Expected completion: January 10th
• On January 11th, it becomes 1 day overdue

Tasks without start dates are not tracked for overdue status.

ProfitGuard tracks performance for each contractor across your projects:

• Projects Worked On: Number of your flip projects they've been assigned to.
• Tasks Completed: Total tasks they've finished.
• On-Time Rate: Percentage of tasks completed by their due date.
• Avg Variance: How many days early (negative) or late (positive) on average.

Performance indicators:
• 🟢 Green (80%+): Reliable, consistently on time
• 🟡 Yellow (60-79%): Moderate reliability, some delays
• 🔴 Red (<60%): Frequent delays, may cause project overruns

Risk badges appear on contractor cards to highlight potential issues:

• Overloaded (red): 5+ active tasks assigned. May cause delays due to workload. Consider redistributing tasks or delaying new assignments.

• Multi-Project (yellow): Working on 2+ of your active projects. Watch for scheduling conflicts between job sites.

• Blocked (orange): Has tasks that can't proceed. Review and resolve blockers to avoid idle time.

These indicators help you balance workloads and catch capacity issues before they cause project delays.

The workload summary shows a contractor's current and historical assignments:

• Projects: Number of your projects they're working on
• Active Tasks: Pending, in-progress, or blocked tasks assigned to them
• Completed: Tasks they've finished

Tips:
• Balance workload across contractors
• Check capacity before assigning new work
• A contractor with many blocked tasks may need help resolving dependencies

Clicking on dashboard alert cards takes you directly to a filtered view of those tasks:

• Click Overdue → Shows all overdue tasks across projects
• Click Unassigned → Shows tasks needing contractor assignment
• Click Blocked → Shows tasks with blockers

Each task links to its project where you can update status, assign contractors, or resolve issues.

Go to Contractors in the sidebar to manage your team:

• Add Contractor: Click the button to add a new contractor with their name, phone, email, and specialty.
• Edit Details: Click any contractor card to update their information.
• View Assignments: See all tasks currently assigned to each contractor.
• Track Performance: View completion rates, on-time percentages, and ratings.

Contractors are shared across all your projects, so you only need to add them once.

When creating or editing a task:

1. Open the task details (click any task or create new) 2. Look for the Contractor dropdown field 3. Select from your saved contractors 4. Save the task

You can also view all of a contractor's assignments from their profile card on the Contractors page.

When you mark a task as complete, you can rate the contractor's work from 1-5 stars.

Rating scale:
• ⭐⭐⭐⭐⭐ (5): Excellent - exceeded expectations
• ⭐⭐⭐⭐ (4): Good - met expectations
• ⭐⭐⭐ (3): Acceptable - room for improvement
• ⭐⭐ (2): Below average - issues occurred
• ⭐ (1): Poor - significant problems

The average rating appears on the contractor's card and helps you make future hiring decisions.

On-time percentage = (Tasks completed on or before due date ÷ Total tasks completed) × 100%

Example:
• Contractor completed 10 tasks
• 8 were finished by their due date
• 2 were late
• On-time rate: 80%

This only counts tasks that have both a due date and a completion date. Tasks without dates are not included in the calculation.

Average Variance shows how many days early or late a contractor typically finishes tasks.

• Negative number (e.g., -2 days): Finishes ahead of schedule on average
• Zero: Exactly on time
• Positive number (e.g., +3 days): Finishes behind schedule on average

Why this matters: If a contractor averages +5 days late, add that buffer when planning their tasks. If they're consistently -2 days early, you might schedule follow-on work sooner.

Yes! ProfitGuard shows risk indicators on contractor cards:

• Overloaded (red badge): 5+ active tasks. May cause delays - consider redistributing work.
• Multi-Project (yellow badge): Working across 2+ of your projects. Watch for scheduling conflicts.
• Blocked (orange badge): Has tasks that can't proceed. Help resolve their blockers.

These indicators help you balance workloads and prevent capacity issues before they delay your projects.

On the project Timeline tab:

1. Look for the Contractor filter dropdown above the timeline 2. Select a specific contractor to see only their tasks 3. Choose "All Contractors" to see everyone's tasks

This is useful for:
• Planning a contractor's schedule across the project
• Identifying gaps in their workload
• Checking for scheduling conflicts

Open any project and go to the Tasks tab:

• Add Task: Click the button to create a new task with title, description, dates, and contractor.
• Edit Task: Click any task to modify its details.
• Change Status: Use the status dropdown to mark tasks as pending, in progress, blocked, or complete.
• Add Subtasks: Break down large tasks into smaller subtasks for better tracking.

Tasks help you track renovation progress and manage contractor assignments.

• Pending: Not yet started - waiting to begin.
• In Progress: Work is actively underway.
• Blocked: Cannot proceed due to a dependency, materials, permit, or other issue.
• Complete: Work is finished.

Tips:
• Mark tasks blocked immediately when issues arise
• Add notes explaining what's blocking the task
• Complete tasks promptly to keep metrics accurate

Each task can have:

• Planned Start Date: When work should begin
• Duration (days): How long the work should take
• Expected End Date: Calculated as Start Date + Duration - 1

Example:
• Start Date: January 1st
• Duration: 5 days
• Expected End: January 5th

These dates are used to calculate if tasks are overdue and to display them on the timeline.

The Timeline tab shows a visual schedule of all tasks in your project:

• Gantt-style bars show task duration and overlap
• Color coding indicates status (pending, in progress, blocked, complete)
• Today marker shows current date for reference
• Contractor filter lets you focus on one contractor's schedule

The timeline helps you visualize the project schedule and identify potential conflicts.

Subtasks let you break down larger tasks into smaller steps:

1. Open a parent task 2. Click Add Subtask 3. Enter subtask details (title, dates, contractor) 4. Subtasks appear nested under the parent

Subtask behavior:
• Subtasks inherit the parent's project
• Subtasks can have their own contractors and dates
• Parent task progress can reflect subtask completion
• Subtasks appear on the timeline indented under their parent

When completing a task, you can add photos to document the work:

1. Mark the task as Complete 2. Click Add Photos or the camera icon 3. Upload one or more photos of the completed work 4. Photos are stored with the task for future reference

Why add photos:
• Document before/after for major work
• Verify contractor quality
• Keep records for resale or disputes
• Track progress visually over time

On the Tasks tab, use the filter buttons to show:

• All: Every task regardless of status
• Pending: Tasks not yet started
• In Progress: Tasks currently being worked on
• Blocked: Tasks that cannot proceed
• Complete: Finished tasks
• Overdue: Tasks past their expected end date
• Unassigned: Tasks without a contractor

Filters help you focus on what needs attention right now.

When you mark a task as blocked:

• It appears in orange on the timeline
• It shows in the Dashboard Alerts as "Blocked"
• The contractor is flagged with a "Blocked" badge
• It doesn't count toward overdue calculations

Best practices:
• Always add a note explaining what's blocking the task
• Resolve blockers as quickly as possible
• Check blocked tasks daily to prevent project delays

The Gantt chart is a visual project scheduling tool that shows all your tasks as horizontal bars on a timeline:

Reading the Chart:
• Each task is a horizontal bar
• Bar length = task duration
• Bar position = start and end dates
• Arrow lines connect tasks that depend on each other

Task Bar Colors:
• Green: Completed tasks
• Gold/amber: In progress
• Gray: Not started (pending)
• Red outline: Overdue tasks
• Fuchsia ring: Actual dates differ from planned dates

Interactive Features:
• Click any bar to view/edit the task
• Drag resize handles to change duration
• Zoom in/out to adjust time scale
• Collapse/expand the left table columns
• Right-click for quick actions

Switch between List and Gantt views using the toggle buttons at the top of the Tasks tab.

Dependencies create a logical order for your renovation tasks. When Task B depends on Task A, Task B cannot start until Task A is complete.

How to Add Dependencies: 1. Edit a task (click or use the edit menu) 2. Look for the "Depends On" dropdown 3. Select one or more tasks that must complete first 4. Save - the start date will auto-calculate

Multi-Dependency Support: Tasks can depend on multiple other tasks. The task will wait for ALL dependencies to finish before starting.

Example Chain:
• Demo → Rough Electrical → Drywall → Finish Electrical
• Flooring depends on BOTH Painting AND HVAC Install

Visual Indicators:
• Link icon (🔗) shows a task has dependencies
• Arrow lines in Gantt view connect dependent tasks
• Hover to see which tasks are blocking

Tip: Don't over-constrain. Only add dependencies where work truly can't proceed otherwise.

ASAP (As Soon As Possible) is the default scheduling mode that starts tasks immediately when their dependencies complete.

How It Works:
• Task starts the day after its last dependency finishes
• If no dependencies, task starts at project start date
• Keeps your project on the fastest possible timeline

ASAP vs ALAP:
• ASAP: Start as early as possible (default, recommended)
• ALAP: Start as late as possible while meeting target dates

When to Use ASAP:
• Most renovation tasks should use ASAP
• When you want the shortest project duration
• For tasks with flexible timing

When to Use ALAP:
• Non-critical tasks that don't affect completion
• Work that benefits from delay (e.g., final landscaping)
• Tasks you want to push to the end

You can change the schedule mode when editing any task.

When you use the Smart Rehab Estimator to build your renovation budget, ProfitGuard can automatically generate matching tasks for your project timeline.

How It Works: 1. Run the Smart Rehab Estimator to generate work items 2. Work items are created in your Renovation Budget 3. Corresponding tasks are created in your Tasks list 4. Both share the same category for easy tracking

What Gets Created:
• Task title matches the work item name
• Estimated duration is set based on industry averages
• Category links the task to budget tracking
• No dependencies are set (you add these based on your plan)

Benefits:
• Budget and schedule stay synchronized
• Receipt spending automatically links to related tasks
• Industry benchmarks apply to your actual scope
• Less duplicate data entry

Tip: After generating tasks, review and adjust durations based on your contractor estimates, then add dependencies to create a realistic schedule.

The Project Timeline bar at the top of the Tasks tab shows your overall schedule at a glance.

What It Shows:
• Start date: When your first task begins (left side)
• End date: When your last task finishes (right side)
• Timeline bar: Visual representation of your project span

Timeline Bar Colors:
• Gold bar: Your original planned schedule
• Amber extension: Any schedule slip (delays)

Schedule Slip Indicator: If your project is running late, you'll see:
• "+Xd slip" showing how many days behind schedule
• An arrow (→) pointing from original end to new projected end
• The amber section showing the delay visually

Example:
• Original plan: Jan 15 → Mar 20
• With 7 days slip: Jan 15 → Mar 20 → Mar 27

When a task starts or finishes later than planned, the delay automatically cascades through all dependent tasks.

How Cascade Works: 1. Task A is delayed 5 days 2. Task B depends on Task A → shifts 5 days 3. Task C depends on Task B → also shifts 5 days 4. Project end date moves 5 days later

Visual Indicators:
• Fuchsia ring on Gantt bars shows actual dates differ from planned
• Dashed lines show the gap between scheduled and actual positions
• Tooltips show delay information (e.g., "started 3d late")

Reducing Slip:
• Add crew to speed up critical path tasks
• Work overtime to catch up on delayed tasks
• Overlap tasks where safely possible
• Reduce scope of non-essential work

Tip: Focus on the critical path - delays on non-critical tasks don't affect project completion.

The vs Benchmark row compares your project schedule against industry averages for similar renovations.

How Benchmarks Are Calculated:
• Based on the actual work items in your Renovation Budget
• Kitchen, bathroom, flooring, etc. each have typical durations
• Includes 30-day buffer for permits and inspections
• Automatically updates when you add/remove work items

Reading the Comparison:
• -15 days: Your plan is 15 days faster than average (green)
• +10 days: Your plan is 10 days longer than average (amber)
• On par: Your timeline matches industry norms

What Affects Benchmarks:
• Scope of renovation (gut rehab vs cosmetic)
• Number of bathrooms, kitchen work, flooring area
• Structural or electrical changes

Using This Information:
• Faster than benchmark? Verify timeline is realistic
• Slower than benchmark? Look for optimization opportunities
• Consider your contractor team's experience level

Tip: Benchmark updates automatically when you use the Smart Rehab Estimator - no manual calculation needed.

The critical path is the longest chain of dependent tasks that determines your minimum project duration. Any delay on the critical path delays the entire project.

Example Critical Path:
• Demo (3d) → Framing (5d) → Rough Plumbing (4d) → Drywall (7d) → Paint (5d) → Flooring (4d)
• Total: 28 days - this is your minimum project length

Why It Matters:
• Focus resources on critical path tasks
• Delays here are most expensive (more holding costs)
• Non-critical tasks have schedule flexibility ("float")

Managing Critical Path:
• Add crew to speed up critical tasks
• Order materials early for critical work
• Schedule inspections promptly
• Have backup contractors available

Non-Critical Tasks: Tasks not on the critical path can slip without affecting project completion - they have "float." Use this flexibility for tasks with uncertain timelines.

The Days column in the Renovation Budget shows the estimated duration for each work item category.

Where Days Come From:
• Smart Rehab Estimator sets industry-average durations
• You can manually adjust based on contractor quotes
• Days aggregate from tasks in each category

Reading the Column:
• 84.0 in the Total row = total project duration
• 37 for Kitchen = estimated days for kitchen work
• -1 variance (green) = finished 1 day early
• +3 variance (amber) = took 3 days longer

How Days Connect to Tasks:
• Budget items and tasks share categories
• Task durations roll up to category totals
• Actual days update when tasks are completed

Tip: Days here affect your holding cost projections. Each extra day means more mortgage, insurance, and utilities.

Schedule variance shows how actual completion compared to your original plan.

Where to See Variance:
• Gantt Days column: Shows planned duration with variance below
• Budget Days column: Shows aggregate variance by category
• Project Timeline: Shows total schedule slip

Reading Variance Numbers:
• -7 days: Task completed 7 days FASTER than planned (green)
• +5 days: Task took 5 days LONGER than planned (amber)
• 0 days: Task completed exactly on schedule

Gantt Visual Indicators:
• Fuchsia ring on bars = actual dates differ from planned
• Dashed lines show gap between scheduled vs actual positions
• Hover tooltips explain the variance

Using Variance Data:
• Track contractors who consistently run early or late
• Improve future estimates based on actual performance
• Identify which renovation types take longer than expected

Milestone gates are checkpoints in your renovation project that group tasks into logical phases. They help you track progress through major stages of the renovation.

The Five Milestone Gates:
• Rough — Structural, framing, and rough-in work (electrical, plumbing, HVAC before walls close)
• Drywall — Drywall hanging, taping, mudding, and texturing
• Floor — Flooring installation and finishing
• Paint — Interior and exterior painting, staining, and finishing
• Final — Final fixtures, trim, cleanup, and punch list items

How They're Used:
• Tasks from the Smart Rehab Estimator are automatically assigned a milestone gate
• Gates determine the natural order of your renovation phases
• They help ensure you don't schedule finish work before rough-in is complete
• Project templates preserve milestone gate assignments

Benefits:
• Quick visual progress by phase — see what percentage of each gate is complete
• Helps coordinate inspections (rough inspection before drywall, final inspection at the end)
• Makes it easier to communicate progress to partners and lenders

The 70% Rule Calculator is a free tool on ProfitGuard that helps you quickly evaluate whether a house flip deal is worth pursuing.

The Formula:
• Maximum Offer = (ARV × 70%) − Renovation Costs

How to Use It: 1. Go to the Calculator page from the main menu 2. Enter the property's After Repair Value (ARV) 3. Enter your estimated Renovation Costs 4. The calculator instantly shows your Maximum Allowable Offer (MAO)

What It Tells You:
• The most you should pay for a property to maintain a healthy profit margin
• Whether a deal meets the industry-standard 70% rule threshold
• Quick go/no-go guidance before running a full analysis

Important: The 70% Rule is a starting guideline. For a complete deal analysis including holding costs, closing costs, taxes, and detailed profit projections, create a full project in ProfitGuard.

Community Templates (Pro plan) let you browse, use, and share renovation templates created by other house flippers.

Browsing Templates: 1. Go to the Templates page 2. Switch to the Community tab 3. Browse templates by type, rating, or popularity 4. Click any template to preview its tasks and budget structure

Using a Community Template: 1. Find a template you like 2. Click "Use Template" to create a new project from it 3. Enter your property's Purchase Price and ARV 4. All tasks, categories, and durations are pre-filled for you

Sharing Your Templates: 1. Open any project and click the menu (three dots) 2. Select "Save as Template" 3. Toggle Public visibility to share with the community 4. Other users can then browse and use your template

Benefits:
• Learn from experienced flippers' project structures
• Save time setting up new projects
• Discover renovation approaches you might not have considered

This is a Pro plan feature. See What subscription tiers are available? for plan details.