01
Analyze job profitability and gross margin
- Open Reports → Profitability to view gross profit (Billed Revenue minus Direct Labor and Materials).
- Filter by trade category to compare plumbing, HVAC, electrical, or general contracting margins.
- Inspect individual job scorecards to identify jobs that ran over labor hour budgets.
02
Export financial reports
Export detailed CSV summaries of revenue, taxes collected, and labor allocations for your CPA or bookkeeping software.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Gross profit margins are tracked across individual jobs and overall trades.
- Labor hour variances between estimates and actuals are analyzed.
- Financial reports are exported for CPA and tax preparation.
Troubleshooting
When the workflow doesn’t look right
Job gross margin shows as 100%.
Ensure crew timecards and material receipts were logged and attached to the job file.
Keep going