For the complete documentation index, see llms.txt. This page is also available as Markdown.
Job Costing Report
Track revenue, costs, and profit margins across your jobs to understand job costs and profitability.
Understand job costs, margins, and profit trends across your jobs with the Job Costing Report.
Important: this feature requires the paid Operations add-on.
Use this report to:
Track total costs and average profit margins across jobs.
View breakdowns by estimate type and deal size.
Get a broad overview of your expense trends across jobs.
Make more confident decisions about the jobs you take on.
Revenue in this report uses Job Value, which excludes tax.
What does the report show?
Total Profit Margin: View total profit across all deals divided by total job value. Larger jobs affect this number more.
Average Profit Margin: Shows the average margin across individual jobs. Each job counts equally.
Profit Margin by Estimate Type: Compare margins across estimate types.
Profit Margin by Deal Size: See how profitability changes by project value.
Profit Margin Distribution: Understand how margins are spread across your jobs.
Filters and grouping: Filter by factors including job end date, type, value, and profit. Group jobs to analyze trends.
How Job End Date works
Job End Date uses the job's scheduled end date. It does not use the date the job is marked complete. This helps you review estimated job costing before the job is complete.
Current jobs may not appear unless filtering for future dates.
Have feedback on this report? We'd love to hear your thoughts. Click here to share feedback and help us improve.
