--- title: "Job Costing Summary report" slug: "job-costing-summary-report-1" updated: 2026-10-16T02:49:42Z published: 2026-10-16T02:49:42Z canonical: "help.servicetitan.com/job-costing-summary-report-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Job Costing Summary report ## Overview ## Use the *Job Costing Summary* report to gain more insight into your job costs and overall profitability across multiple jobs. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades ## Things to know - Each line in the report represents a job. - Click on the **Job #** or **Invoice #** to open the job and invoice records for the specific job. - Click on a cost-related entry to drill down for additional details. For example, click **Jobs Payments** for a list of all jobs payments for the job. - To make best use of the cost-related KPIs on this report, account configuration may be required. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - You can [arrange and filter](/v1/docs/edit-custom-reports#arrange-and-filter-a-report) your results to narrow the focus of your report. - You can also [schedule the report](/v1/docs/schedule-reports) to be delivered by email on a regular basis. ## Run report Before running your report, set filters to get the most relevant information for your needs: 1. Go to the navigation bar and click **Reports**. 2. In the side menu, click **All Reports**. 3. Click **Jobs Costing Summary Report**. > [!TIP] > **Tip:** In the search field, enter a few letters from the report title for quick access. *![Search bar displaying 'job costing report' in operations section of a webpage.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-costing-summary-report-image-3s2jw4fq.png?sv=2026-02-06&spr=https&st=2026-10-16T11%3A28%3A43Z&se=2026-10-16T12%3A28%3A43Z&sr=c&sp=r&sig=C5iptSGnor6pVHbXGAkB3w%2BtIo5yXUpXHfxYNcn04B4%3D)* 4. From the **Filter by** dropdown, select how you want to filter the report: 1. **Invoice Date**: Date on the invoice 2. **Job Completion Date**: Date the job was completed 3. **Job Creation Date**: Date the job was booked 4. **Job Start Date**: Date the job is scheduled to begin 5. **Last Paid On Date**: Most recent date that payment was made on the invoice 6. **First Dispatch**: Date a technician was first dispatched to the job 7. **Jobs with Appt Date**: Jobs with at least one appointment date that takes place within the filtered date range or jobs that are considered in-progress during the filtered date range > [!NOTE] > **Note:** Multi-appointment jobs that have jobs scheduled before and after the selected date range will also appear on the report. These jobs are considered in-progress. 5. Use the **From - To** calendar fields to set a range of dates to run the report on. You can: - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/date-picker.png?sv=2026-02-06&spr=https&st=2026-10-16T11%3A28%3A43Z&se=2026-10-16T12%3A28%3A43Z&sr=c&sp=r&sig=C5iptSGnor6pVHbXGAkB3w%2BtIo5yXUpXHfxYNcn04B4%3D) - Use the left menu to select a preset date range: - **Today:** From 12:00 AM to the current time. - **Yesterday:** Previous day, from 12:00 AM to 11:59 PM. - **This Week:** From Monday through Sunday of the current week. - **Week to Date:** From Monday through the current date of the current week. - **Last 7 Days:** Previous seven days, including today. - **Last 14 Days:** Previous 14 days, including today. - **Last 30 Days:** Previous 30 days, including today. - **Month to Date:** From the first of the current month to the current day. - **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January. - **Last 90 Days:** Previous 90 days, including today. - **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. - **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. - **Quarter to Date:** From the first day of the current quarter to the current day. - **Year to Date:** From January 1 of the current year to the current day. - **Last 365 Days:** Previous 365 days, including today. - **Last Year:** From January 1 of the previous year to December 31. 6. From the **Business Unit** dropdown, select the job business units (BUs) you want to report on. You can: - Click the dropdown to select individual BUs. ![Dropdown menu showing selected business units including HVAC options and plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-filter.png?sv=2026-02-06&spr=https&st=2026-10-16T11%3A28%3A43Z&se=2026-10-16T12%3A28%3A43Z&sr=c&sp=r&sig=C5iptSGnor6pVHbXGAkB3w%2BtIo5yXUpXHfxYNcn04B4%3D) - To report on BU categories such as trade or division, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-16T11%3A28%3A43Z&se=2026-10-16T12%3A28%3A43Z&sr=c&sp=r&sig=C5iptSGnor6pVHbXGAkB3w%2BtIo5yXUpXHfxYNcn04B4%3D), select the BU categories you want to include, and click **Filter**. ![Filter options for Business Unit including Trade and Division selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-category-filter.png?sv=2026-02-06&spr=https&st=2026-10-16T11%3A28%3A43Z&se=2026-10-16T12%3A28%3A43Z&sr=c&sp=r&sig=C5iptSGnor6pVHbXGAkB3w%2BtIo5yXUpXHfxYNcn04B4%3D) > **Note:** How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-customers-report-image-zalqx68l.png?sv=2026-02-06&spr=https&st=2026-10-16T11%3A28%3A43Z&se=2026-10-16T12%3A28%3A43Z&sr=c&sp=r&sig=C5iptSGnor6pVHbXGAkB3w%2BtIo5yXUpXHfxYNcn04B4%3D)* > [!NOTE] > **Note:** By default, the report runs for all BUs. You can filter your report by business units or business unit categories: 7. Click **Include Adjustment Invoices** to include any adjustment invoices on the report. 8. When you're done setting your filters, click **Run Report**. ## Read report results The report lists jobs and their costing information. By default, the report includes the following columns: | **Name** | **Description** | | --- | --- | | Job # | Job number | | Invoice # | Invoice number associated with the job | | Invoice Date | Date of the invoice associated with the job | | Job Type | Job type listed on the job record | | Jobs Total | Sum of all invoice items and taxes on the job invoice | | Tax | Sum of all tax amounts on the job invoices | | Jobs Payments | Sum of all of the payments applied to the job invoices | | Payroll Adjustments | Sum of the active payroll adjustments tied to the job invoice > [!NOTE] > **Note:** Payroll adjustments made on the Payroll (Detail) report are not counted. | | Payroll Adjustments as % of Sales | Calculated as (Payroll Adjustments) / (Estimated Sales Subtotal) * 100% | | Material Costs | Sum of cost of material items on invoices, including adjustment invoices if selected in the report filters | | Material Costs as % of Sales | Calculated as (Material Costs) / (Estimate Sales Subtotal) * 100% > [!NOTE] > **Note:** Estimate Sales Subtotal is the sum of subtotals of all sold estimates on the job. | | PO Costs | Sum of cost of POs on invoices, including adjustment invoices, if selected in the report filters | | PO Costs as % of Sales | Calculated as (PO Costs) / (Estimate Sales Subtotal) * 100% | | Equipment Costs | Sum of cost of equipment items on the job invoice, including adjustment invoices if selected in the report filters | | Equipment Costs as % of Sales | Calculated as (Equipment Costs) / (Estimate Sales Subtotal) * 100% | | Materials + Equipment + PO Costs | Sum of costs of material items, equipment items, and POs on invoices | | Materials + Equipment + POs as % of Sales | Calculated as (Material Costs + Equipment Costs + PO Costs) / (Estimate Sales Subtotal) * 100% | | Performance Pay | Total of bonus and commission pay awarded on the job > [!NOTE] > **Note:** Including performance pay requires account configuration. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. | | Performance Pay as % of Sales | Calculated as (Performance Pay) / (Estimate Sales Subtotal) * 100% | | Labor Pay | Sum of hourly labor pay including any overtime pay for all technicians on the job invoice > [!NOTE] > **Note:** *Including labor pay requires account configuration. Please contact* [Technical Support](http://go.servicetitan.com/ask) *for details.* | | Labor Pay as % of Sales | Calculated as (Labor Pay) / (Estimate Sales Subtotal) * 100% | | Labor Burden | Sum of overhead costs for technicians on the job invoice > [!NOTE] > **Note:** If your account is configured to include payroll costs, set technician burden rates without payroll costs to avoid double counting payroll. | | Labor Burden as % of Sales | Calculated as (Labor Burden) / (Estimate Sales Subtotal) * 100% | | Job Total Costs | Sum of costs of material items, equipment items, POs, payroll adjustments, performance pay, labor pay, and labor burden > [!NOTE] > **Note:** Performance pay, labor pay, and labor burden KPIs may need account configuration. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. | | Total Cost as % of Sales | Calculated as (Total Costs) / (Estimate Sales Subtotal) * 100% | | Jobs Gross Margin | Calculated as (Total Revenue) - (Total Costs) | | Jobs Gross Margin % | Calculated as (Gross Margin) / (Total Revenue) * 100% | ## Want to learn more? - See [Edit custom reports](/v1/docs/edit-custom-reports) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports) The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)