Job Costing Report Guide (Account configured for actual payroll costs)Last updated on 03/22/2022

This report provides a breakdown of your job costs. Job costs are displayed for individual invoices, and total job costs are displayed for the entire report range. The report also shows job costs as a percentage of the invoice subtotals. Data is based on job completion dates.

Use this report to view the invoice number, customer, location, invoice subtotal, job completion date, cost of labor, material costs, total costs, and total profit.

Things to know
Find this report:
Report filters
View or download the report
Explanation of report columns

Things to know

Only the office can view material and labor costs on the invoice. The customer invoice does not display material or labor costs.
When you run the Job Costing Report, click any invoice to open it.

Find this report:

Click Reports > Search Job Costing > Click the report name. Then you can set filters and run the report.

Tip: You can also schedule the report by clicking Schedule next to the report name

Report filters

Date Range

Filter by date range. Use the From and To fields to set a custom date range.

Note: Data in this report is based on job completion dates.

Business Unit

Filter by business unit. This report can be run by a single business unit or all business units

Technician

Filter by technician. This report can be run by a single technician or by all technicians.

Job Type

Filter by job type. This report can be run by a single job type or by all job types.

Include Open Jobs

Select the checkbox to include open jobs.

View or download the report

Click Search to view the report.

The report can be downloaded in two different formats:

Export to Excel (*.xlsx) (click the dropdown arrow)
Export to Comma separated (*.csv) (click the dropdown arrow)

Click Clear to reset the report filters.

Explanation of report columns

The report includes the following columns:

Business Unit	Business unit assigned to the job. How to configure - Business Units: When you book any job, select the business unit for the job. To change a business unit for a job, navigate to the job and click the Edit Pencil from the job page.
Job Type	Job type on the invoice.
Invoice #	Invoice number.
Job #	Job number.
Technicians	Name(s) of the technician(s) who performed work on the job.
Customer	Bill To customer name on the invoice.
Location	Bill To location on the invoice.
Subtotal	Invoice subtotal, before tax.
Tax	Amount of tax applied on the invoice.
Total	Invoice total, including tax.
Completed On	Date the job was completed.
Invoiced On	Date the customer was invoiced.

Labor Burden	The cost of labor for the job. On the invoice, this figure is Total Labor Burden. Calculation - Labor Burden: The cost of labor for each technician is calculated as follows: [Total Working Time] x [Burden Rate] Note: The sum for all technicians is the total cost of labor on the invoice. Payroll adjustments and adjustment invoices are not included in the calculation. How to Configure - Total Working Time: Working time is based on technician hours logged for this job, from the time(s) technician(s) arrived at the job site to when the job was completed (excluding breaks). Working time is automatically logged by ServiceTitan as you dispatch technicians, but working time can also be adjusted by manually editing timesheets. To edit timesheets, navigate to the job page. Click the Dropdown Arrow on the blue job action button and select Timesheets. How to Configure - Burden Rate: ServiceTitan gives you the ability to enter a burden rate for technicians, which is the hourly cost of employing that technician (including the technician’s pay, insurance, vehicle, and other costs). Payroll is not included in this calculation. To enter or edit a burden rate for a technician, navigate to Settings > Technicians. On the technician profile, click the Payroll tab.
Sum % of sale (Labor burden)	Labor burden costs, as a percentage of the invoice subtotal. Calculation - Sum % of sale (Labor Burden): [Labor Burden] / [Invoice subtotal] * 100%.
Labor Pay	Hourly pay earned by technicians, as calculated on technician timesheets. Calculation - Labor Pay: [Sum of all technician’s pay from timesheet]
Sum % of sale (Labor Pay)	Labor pay costs, as a percentage of the invoice subtotal. Calculation - Sum % of sale (Labor Pay): [Labor pay] / [Invoice subtotal] * 100%.
Performance Pay	Commission-based pay and bonuses paid out to technicians, as calculated on the Payroll (Detail) Report (gross pay from the invoice). Calculation - Performance Pay: [Sum of technician’s commission pay]
Sum % of sale (Performance Pay)	Performance pay costs, as a percentage of the invoice subtotal. Calculation - Sum % of sale (Performance Pay): [Performance pay] / [Invoice subtotal] * 100%.
Payroll Adjustments	Payroll adjustments made for the technician for that job. Calculation - Payroll adjustments: [Sum of technician’s payroll adjustments]
Sum % of sale (Payroll Adjustments)	Payroll adjustments, as a percentage of the invoice subtotal. Calculation - Sum % of sale (Payroll Adjustments): [Payroll adjustments] / [Invoice subtotal] * 100%.
Material Cost	The cost of materials, equipment, and purchase orders on the invoice. This total includes charge and no charge purchase orders. On the invoice, this figure is Total Material Costs. Calculation - Material Cost: [Total cost of materials on the invoice] + [Total cost of equipment on the invoice] + [Total amount of purchase orders on the invoice] How to configure - Material Cost: Go to Pricebook > Materials. Click the material item you want to configure to open the Edit Materials screen. Enter the cost of the material in the Cost field. When you add the material item to an invoice, the cost is factored into the total job costs. How to configure - Equipment Cost: Go to Pricebook > Equipment. Click the equipment item you want to configure to open the Edit Equipment screen. Enter the cost of the equipment in the Cost field. When you add the equipment item to an invoice, the cost is factored into the total job costs. How to configure - Purchase Orders: From the office, navigate to the invoice page and click Add a purchase order from the left menu. Note: Technicians can also add purchase orders when using ServiceTitan Mobile.
Sum % of sale (Material Cost)	Material and purchase order costs, as a percentage of the invoice subtotal. On the invoice, this percentage is next to Total Material Costs. Calculation - Sum % of sale (Material Cost): [Material cost] / [Invoice subtotal] * 100%.
Total Cost	The total cost of labor and materials. On the invoice, this figure is Total Cost.
% of sale (Total Cost)	The total cost of labor and materials, as a percentage of the invoice subtotal. On the invoice, this percentage is next to Total Cost. Calculation - % of sale (Total Cost): [Total cost] / [Invoice subtotal] * 100%.
Total Profit	The net profit for the job. This number is calculated by deducting labor and material costs from the invoice subtotal. Calculation - Total Profit: [Invoice subtotal] - [Total cost]
% of sale (Total Profit)	The net profit amount, as a percentage of the invoice subtotal. Calculation - % of sale (Total Profit): [Total profit] / [Invoice subtotal] * 100%.

Explanation of report totals

At the bottom of the report are the totals for all invoices within the report date range.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.