See job profitability and export it

Job profitability adds up the margins of the jobs finished in a period, so you can see which customers, technicians or kinds of job earn money and which lose it. The worst margin comes first.

Before you start

• You need the right See job costs and margins.
• Jobs count here from the day the crew taps Finish job.

Steps

1. Open Field jobs → Job profitability.
2. Set From and To and select Show.
3. Read the four tiles: Revenue with the number of jobs, Margin with how many jobs lost money, Collected with the invoiced amount, and Cash margin with the rework cost.
4. Choose how to group the rows: Job, Customer, Technician, Job type or Project.
5. Read each row: Jobs, Revenue, Labour, Materials, Other costs, Rework, Margin, Invoiced, Collected and Cash margin. A negative margin shows in red.
6. Grouped by Job, select a job to open its margin on the job page.
7. Select Export to download the rows you see as a CSV file.

Good to know

• A rework that is not charged counts on its original job, once. Collected is the net share of what the customer paid.
• Jobs without a job type or project show as (none) in those groupings. Set job types in Field work settings.
• The report covers the branch you are working in.
• An empty period shows No finished jobs in this period.
• People who see costs also get a Today item, and a banner on My jobs, when jobs lost money in the last 30 days.
• How each figure is worked out: Read a job's margin.