Profit by Service report

What it answers

Which services make and lose the most money: revenue, cost, and margin per service item.

What's on the page

Table per service with revenue, tracked cost (labor, materials, expenses), profit, and margin.
Chart of margin winners and losers.
Use it to reprice items in Settings → Products & Services.

Profit by Service report ranking services by margin. — Profit by Service report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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Getting Started

Add your services and products

Build the price book that quotes, jobs, and invoices pull from: names, default prices, internal cost, tax exemption, equipment, field instructions, and checklists.

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Job Profitability report

Cost versus price per job: margin winners and losers, using tracked labor, materials, and expenses.

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How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

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Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

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Aging Receivables report

Outstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.

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At-Risk Customers report

Customers with no recent service or open agreement, ranked by past value, so you can reach out before they churn.

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