Job costing

Use the Costing tab on a job to see whether it made money. Only people who can see costs and margins have it.

1. Open the job and select Costing.
2. The top shows Revenue, Cost and Margin. A loss shows in red.
3. The table splits cost into Labour, Travel, Materials, Purchases (POs) and Expenses.

If the job came from a quote, an Estimate column shows what the quote expected and the Variance. Otherwise you’ll see “No estimate”.

Where the numbers come from

• Revenue is what you’ve invoiced, less credit notes, plus priced work still to invoice. It doesn’t include VAT.
• Labour and Travel come from engineers’ timesheet time on this job, at each person’s cost rate. Until time is linked to the job, labour lines on the job are used instead.
• Materials come from parts used and material lines, at their cost.
• Purchases (POs) are purchase orders delivered to the site for this job.

Time on this job lists each engineer’s time with its timesheet status.

Warnings

The panel warns you when:

• cost or hours are over the estimate by more than your limit, 10% by default,
• the job is over its not-to-exceed limit,
• labour is provisional because the timesheets aren’t approved yet,
• some time has no cost rate, or some parts or expenses have no cost.

Set a not-to-exceed limit

Use this when you’ve agreed a cap with the customer.

1. Under Not to exceed, select Set a limit.
2. Enter the amount and select Save.

The limit is checked against both cost and charge.

Read next

• Approve a timesheet
• Standard reports: Job profitability covers all jobs in a period.