How to read live job profitability

Updated recently

Who can use this?
Platform
Web
Plan
All plans
Permissions
Owner · Office

Topic

Every job shows live profitability — revenue against cost and margin — updated as you add labour, materials, expenses and machinery. It's how you know a job is making money before the invoice goes out.

Instructions

  1. 1
    Open a job.

    The profitability panel sits near the top of the job.

  2. 2
    Add costs as you go.

    Labour, materials, expenses and metered machinery all feed the numbers automatically.

  3. 3
    Watch revenue vs cost and margin.

    For cost-plus jobs, revenue reflects charge-out rates and markups; for fixed-price jobs it's the quoted amount against actual cost.

Additional Information

Field crew don't see this panel — profitability is visible to Owner and Office access levels only.

It's the same figures that drive your reporting, so what you see on the job matches the wider picture.

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