Profitability

What It Answers

The Profitability page shows, for every stop, how long it takes against its plan and what an hour of crew time earns there. It is part of the Business plans. Owners and managers open it from the Team section of the menu.

Each row shows:

• On site / visit – Average time on site, against the job’s Estimated duration. Red when visits run past the plan.
• Per hour – Earned minus materials, expenses and mileage, per hour of crew time, the drive included. A dash means no crew time was recorded.
• Earned / visit – The job’s line items, price times quantity.
• Margin / visit – Earned minus labour, drive, materials and expenses. Red when the stop loses money.

Why Time Comes First

Margin depends on who was on the truck. A $60 lawn planned for one hour leaves $25 when a $35-an-hour hand mows it in the hour, and $30 when a $15-an-hour hire takes two. The slow visit looks better on margin, yet it took double the plan and earned $30 an hour, not $60. Time on site and earned per hour do not change with wages, so they lead the page.

Where the Numbers Come From

Nothing is typed in. Every figure comes from what your crews already do:

• Labour – From Start Job to Finish Job, minus any time the job was paused, at the Labor rate of each crew member who clocked in that day. Set rates on the Employees page (see Team Management).
• Drive – From On My Way to Start Job, at the same rates, plus the job’s mileage entries. A crew’s return to base at the end of the day is not on any stop; it is counted on Costs.
• Materials – The cost on each line item, times quantity.
• Expenses – Every expense logged against the job, billed or not.
• Crew time – On-site plus drive time, times the number of people on the visit.

The numbers are captured when a job is finished. An expense or mileage entry added later updates that visit on its own; new labour rates or catalog costs need Recalculate.

Reading the List

Each row is one stop. A recurring job is one row with its visits in the period averaged; a one-off job is its own row.

The list is sorted worst first: stops under your minimum per hour, then stops that run over their plan, then the rest from lowest to highest per hour. Rows that are under the minimum, over plan or losing money are red.

The tiles above the list give the period’s visits, earned, earned per hour, stops under your minimum, and stops over plan. Cost, margin and the number of stops losing money sit on the line underneath.

Badges on a row:

• Under target – Earned per hour is below your minimum.
• min over plan – On average, visits ran this many minutes past the estimated duration.
• Missing inputs – A crew member has no labour rate, or a priced part has no cost. The cost shown is lower than reality.
• Headcount estimated – Nobody on the crew clocked in that day, so the whole crew was assumed.

A job with no estimated duration shows its time on site and No estimate. Add an estimate on the job and the comparison appears.

Picking a Period

The Period picker offers Last 30 days (the default), This month, Last month, This quarter, Year to date, and Custom dates, which takes a From and To up to two years apart. The Crew filter narrows the list to one crew’s stops.

Setting a Minimum Per Hour

Every company starts with a minimum of $50 an hour. Change it in the field next to the filters and press Save; the rows update at once. It is also Minimum earned per hour in your company settings.

A stop earning less than the minimum turns red and gets the Under target badge, even if it didn’t lose money. Press Clear and only stops that run over their plan or lose money are flagged.

Opening a Stop

Click the stop’s name or Details. The top shows time on site against the plan and earned per hour, then the period’s totals with the per-visit average under each, and a chart of where the cost went: labour, drive, materials, expenses.

Below, every visit is laid out like a receipt: what it earned line by line, and what it cost – each crew member with their minutes on site, minutes driving and hourly rate, each mileage entry, every part with its unit cost, and every expense.

Click a visit’s date to open that day’s job. Open job opens the recurring job itself, where you change the price.

Recalculating

After entering labour rates or catalog costs, click Recalculate to redo every visit in the period. A progress bar counts the visits, and the page reloads on its own when the last one finishes.

From the Mobile App

Owners and managers get the same page in the mobile app under More, with the same periods, crew filter, minimum, Recalculate, and per-visit detail. See Mobile Management App.