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 job details settings page.
Click into the settings icon at the top of your navigation bar, and then click into Job details.
From there, select the Job Costing page on the left navigation menu, and turn on the job costing setting.
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. Click into the report tab in your top navigation bar, and then open up your job reports. You should now see the Job Costing on the 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.
Change the date range by clicking on the date drop down above the chart
Change the action date to view job data based on the job created, scheduled or completed date
Apply a filter by clicking on the manage filters button
Customize your group by (to display the data by date, business unit, job type, job tags, employee, lead source, etc) using the edit columns button
Change the graph metric using the drop down on the top right of the graph
Drill into the details by clicking on any row
Save a custom version of the report by clicking on the save button
For more detailed instructions on how to use the reports, reference our reporting help article.