What does the job profit page show?
Every job, problems first: the contract with approved changes, what has been spent (expenses and crew labour), what is committed to suppliers and subs, forecast cost against the budget, projected profit and margin, and percent complete. Totals at the top cover active jobs. Estimates with costs that were never made into jobs still show quoted, invoiced and spent, as before. All figures are before tax.
How is the forecast worked out?
Forecast cost is spent plus committed plus the expected remaining cost. Expected remaining is what is left of the budget after spent and committed, unless you type your own figure for the job. The budget is the estimate's line costs plus contingency, and approved changes add to it at the estimate's own ratio of cost to price. Projected profit is the revised contract less the forecast.
When is a job flagged?
Over budget when the forecast cost passes the budget or projected profit goes below zero. Watch when the job is into its contingency, or when spending or crew hours run more than 10 points ahead of the percent complete you set. Otherwise it is On track. Percent complete is never worked out from what you have billed.
How is crew labour costed?
Each hour is costed at the worker's pay rate in force on the day it was worked, times one plus your burden percentage. Burden is one figure you set to cover CPP/QPP, EI, vacation pay, WSIB/WCB, EHT and benefits; the app does not guess those rates. Hours are logged on the Time page against a job and a task, from a phone timer or typed in, and approved by the week. On Pro you log your crew's hours; on Crew each member logs their own. It is not payroll.
Does it count my own labour?
Only if you log your own hours with a pay rate, the same way as anyone on the crew. Otherwise your time is not a cost, so the profit shown is before your own time.
How do I record an expense?
From Expenses, press New expense: vendor, date, amount with tax as its own field, category, payment method, the estimate or client it belongs to, and a photo of the receipt. Mark it non-billable for overhead like fuel or insurance.
What is the difference between Est $ and Actual $ on an estimate line?
Est $ is the template's starting price adjusted for your region. Actual $ is what you paid once you have a quote or a receipt. Once an actual is entered it is used in the totals, so the estimate shows estimated, current forecast and actually spent side by side.
Can I get the numbers out?
Yes. Job profit exports to CSV with every figure for every job, crew hours export as a payroll CSV, the expense report groups by category, client, month or method, and on Pro invoices and payments push to QuickBooks Online. Estimates export on every plan.
Which plan is job costing on?
Pro, at $29.99 a month or $299.99 a year (CA$34.99 / CA$349.99), with crew hours, purchase orders, subcontracts, expenses, receipts, the expense report, change orders, contracts, plan takeoff and QuickBooks. Team roles, which decide who sees job profit and margins, are on Crew. The 14-day trial is Pro and needs no card.
