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. Labor costs now use the assigned technician's individual hourly rate when available, giving you more accurate job costing. The report also supports shared job costing (split costs across multiple assignees), and integrates with member commission tracking and payout reporting so you can reconcile what you owe your team.

Accessing the Report

1. Click "Finance" in the sidebar.
2. Select "Job Profitability" from the flyout menu.
3. Use the filters at the top to choose date range, teams, or job types.

Note: If you need to review individual commission activity or process commission payouts, go to Finance → Commissions.

What You'll See

Summary Cards

• Total Revenue — Sum of invoice revenue for the selected period.
• Total Costs — Includes materials, subcontractor bills, logged expenses, and labor (using per-technician rates when set).
• Gross Profit & Margin — Revenue less costs, shown as dollars and percent.
• Average Job Profit — Mean profit per job in the selected set.

Job List & Row Details

Each job row includes:

• Job number, customer, and completed date
• Revenue (invoice total)
• Cost breakdown (materials, labor, subcontractor costs, expenses)
• Profit and profit margin
• Assigned technicians and cost sharing indicators
• Commissionable amount (if commission rules apply)

Click any job to open the Job Cost dialog (see "Editing Job Costs" below) and:

• View detailed expense lines and assigned work
• Edit or allocate costs to specific assignees
• Add missing expenses or subcontractor invoices
• See how labor was calculated (per-tech rate vs. default company rate)

Shared Job Costing

BlueClerk now supports shared job costing to accurately split labor and other job costs across multiple assignees or crew members.

How it works:

• When multiple technicians or crew are added to a job, you can allocate portions of labor or other costs to each assignee.
• Shared allocations are recorded on the job and flow into the Job Profitability report so job-level costs and per-person totals reflect the split.
• Subcontractor costs and external expenses can be assigned to a job and included in the shared costing calculation.

Use cases:

• Split a three-hour call among two techs (e.g., 2h / 1h) so labor expense reflects who worked which portion.
• Share material costs among jobs or assign them to the responsible technician for commission calculations.

Member Commissions

BlueClerk now tracks member (team) commissions tied to work and payments.

Key points:

• Commissions can be configured at the company/member level with rules (percentage, scope) and apply to job revenue or product lines depending on your settings.
• The Commissions report (Finance → Commissions) shows per-member totals, breakdowns by period, and status (created, ready, paid).
• Job Profitability displays the commissionable portion for each job so you can see the impact of commissions on net profit.

Commission statuses you may encounter:

• CREATED / READY — Commission amounts prepared for review
• PAID — Commission amounts that have been paid out
• ADJUSTED — Manual adjustments applied to a commission before payout

Payout & Payment Reporting

To reconcile payouts:

• Use Finance → Commissions to generate commission reports and run CSV exports for accounting or payroll.
• Commission payouts and adjustments are logged with dates and notes; you can filter commissions by period, member, or status.
• Exports include the commission period dates and per-member breakdowns to help match payouts to bank transactions or payroll batches.

If you use accounting integrations, commission payouts and relevant accounting entries can be exported or synced depending on your setup.

Filters & Controls

• Date range (pre-built periods and custom ranges)
• Team / Member filters — view job profitability for specific technicians or groups
• Include/exclude subcontractor costs
• Show labor calculated by technician rate vs. default rate
• Commission inclusion toggle — show net profit before or after commissions

Exporting

• Export the current job list and cost breakdown to CSV for offline analysis.
• Export commission reports separately from the Com