If you're using our Job Costing feature, you can track costs and profitability across jobs in reporting.
Getting started
In order to report and track job profitability, you'll need to be using our job costing feature. To turn on this feature you will first need to head to your settings by selecting the gear icon in the top right corner of your navigation bar.
You would then press 'Jobs' on the left sidebar and then 'Job costing' from the drowndown menu.
You may then toggle on the job costing settings.
Once settings are turned on, you can start inputting any costs associated with the job on the job page itself.
Running the report
After turning on the job costing setting, your job costing reports will be added to the jobs page within reporting.
Select the reporting tab, located at the top of your HCP in your navigation bar.
You should now see the Job Costing card on your reporting page.
Click into any of the reports to view your costs and profitability across jobs.
Understanding the reports
How metrics are calculated in the reports:
Job revenue: job subtotal minus discounts (excludes taxes and tips)
Labor cost: sum of labor cost. (when viewing by employee, only shows costs associated with that employee)
Commission cost: sum of commission cost (when viewing by employee, only shows costs associated with that employee)
Material cost: sum of material cost
Miscellaneous cost: sum of miscellaneous cost
Total cost: sum of labor, material, commission and miscellaneous cost (includes all labor and commissions costs when viewing by employee)
Gross profit: job revenue minus labor, material, commission and miscellaneous cost
Profit margin: gross profit divided by job revenue
Using the reports:
The reports have the full functionality of our jobs reports, including the ability to customize, drill down and save a custom version of the report.
Apply filters
Apply filters by clicking on the blue 'MANAGE FILTERS' button located at the bottom left of the report graph.
Adjust the group by and metrics
Customize the metrics in the data table by using the blue 'EDIT COLUMNS' button located at the bottom right of the report graph. Once in the edit columns menu, you can select or unselect metrics to see in the table.
You can change how the data is summarized (by date, employee or lead source) by using the “group by” drop down selector in the edit columns menu.
For more detailed instructions on how to use the reports, reference our reporting help article.