Before you start
- Jobs have revenue, employee time, and expenses recorded consistently.
What the report tells you
Job profitability compares recorded revenue with recorded costs. Missing time or expenses can make a job look more profitable than it really was.
Review job margin
- 1
Open Job Profitability
Go to Reports, then Job Profitability.
- 2
Choose completed work
Use a date range with enough completed jobs to compare similar services or crews.
- 3
Start with outliers
Open jobs with negative margin, unusually low margin, or missing cost information.
- 4
Verify the job record
Check invoice revenue, discounts, employee time, materials, subcontractors, and other expenses.
- 5
Turn findings into an action
Adjust estimating, pricing, crew planning, or cost-recording habits only after the underlying job data is confirmed.
A complete job-cost record includes
- Final invoice revenue
- Labor or timesheet cost
- Materials and supplies
- Equipment or subcontractor costs
- Discounts, refunds, or credits
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