Job Profitability Report

Overview

The Job Profitability report shows financial performance across all your completed jobs. See revenue, material costs, labor costs, expenses, profit, and margins in one view - with summary cards for totals and averages. Filter by date range to analyze specific periods and identify your most profitable work. Labor costs now use the assigned technician's individual hourly rate when available, giving you more accurate job costing.

Accessing the Report

1. Click "Finance" in the sidebar
2. Select "Job Profitability" from the flyout menu
3. View all completed jobs with their financial breakdown

What You'll See

Summary Cards

At the top of the page, quick stats show:

• Total Revenue - Sum of all invoice amounts
• Total Costs - Material costs + labor costs + manual expenses
• Total Profit - Revenue minus costs
• Average Margin - Average profit percentage across all jobs

Job Table

Each completed job shows:

• Job number and customer
• Revenue - Invoice total for the job
• Material Costs - Cost of items used from inventory
• Labor Costs - Calculated from job duration and hourly rate
• Expenses - Manual expenses like materials, travel, permits
• Profit - Revenue minus all costs
• Margin % - Profit as a percentage of revenue

How Labor Costs Are Calculated

BlueClerk uses a smart fallback system to calculate labor costs accurately:

1. Uses assigned tech's rate first - If the job has an assigned team member with a configured hourly cost, that rate is used
2. Falls back to company default - If no per-employee rate is set, uses your company-wide labor rate from AI Settings
3. Multiplies by job duration - Rate × hours from job start to completion

Setting Per-Employee Labor Rates

To set individual rates for your team members:

1. Go to Settings > Team
2. Click a team member to edit
3. Enter their "Hourly Cost" - your internal cost for their time (not their pay rate)
4. Save - Future jobs will use this rate automatically

This gives you more accurate job costing when different team members have different costs (apprentices vs. journeymen, subcontractors vs. employees, etc.).

Filtering the Report

By Date Range

Use the date pickers at the top to filter jobs:

• Start date - Show jobs completed on or after this date
• End date - Show jobs completed on or before this date
• Click "Apply" to update the report

Sorting

Click any column header to sort:

• Revenue - Find your biggest jobs
• Profit - See which jobs made the most money
• Margin % - Identify your most profitable work types

Understanding the Numbers

Positive Margins

Jobs with positive margins mean you made money:

• 20-30% margins - Typical for service work
• 40%+ margins - Very profitable jobs

Negative Margins

Jobs with negative margins lost money:

• Review material costs - Did you underestimate materials?
• Check labor hours - Did the job take longer than expected?
• Look at expenses - Were there unexpected costs?

Tips

• Review regularly - Check monthly to identify profitable work types
• Compare similar jobs - Find patterns in what makes jobs profitable
• Adjust pricing - Use real costs to inform future estimates
• Track trends - Watch if margins improve or decline over time
• Set per-employee rates - More accurate labor costs lead to better pricing decisions

Questions

Q: Why doesn't my labor cost match what I pay the employee? A: Labor cost should include your total burden - hourly pay + taxes + benefits + overhead. Set the "Hourly Cost" field to your true all-in cost per hour.

Q: Can I see job profitability before the job is complete? A: No, the report only shows completed jobs. Use the estimate vs actual delta on individual jobs to track ongoing work.

Q: Do manual expenses include mileage? A: Yes, all expenses on the Expenses tab (including travel/mileage) are included in the "Expenses" column.

Q: What if I don't set per-employee rates? A: BlueClerk falls back to your company-wide labor rate from AI Settings. All jobs will use the same rate, which may be less accurate but still provides useful profitability data.

Q: Does the mileage calculator affect job costing? A: Yes, travel expenses entered with the mileage calculator (or any manual expense) are included in total costs and reduce job profit automatically.