Run job costing reportsLast updated on 03/02/2023

• Each line in the report represents a job.

• Click on a cost-related entry to drill down for additional details. For example, click PO Costs for a list of all POs used on a job.

• Including payroll costs in job costing requires account configuration. Please contact Technical Support for details.

• If your account is configured to include payroll costs, set technician burden rates without payroll costs to avoid double-counting payroll.

• To run costing reports for projects, create a custom report using the Project Job Costing template.

Follow the steps to create a custom report based on the Jobs template and select the columns to include in your report.

The Jobs template has the following columns selected by default:

• Job #: Job number

• Job Type: Job type listed on the job record

• Job Campaign: Marketing campaign the job was referred from

• Campaign Category: Marketing campaign category the job campaign belongs in

• Business Unit: Business unit attached to the job

• Invoice #: Invoice number associated with the job

• Total: Total on the invoice

• Completion Date: Date the job was completed

• Customer Name: Name of the customer billed on the job

• Location Address: Service location on the job

You can include the following costing-related columns from the Costs Totals section:

• 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: Estimate Sales Subtotal is the sum of subtotals of all sold estimates on the job.

• Equipment Costs: Sum of cost of equipment items on the job invoice, including adjustment invoices, if selected in the report filters.

• Equip. Costs As % of Sales: Calculated as (Equipment Costs) / (Estimate Sales Subtotal) * 100%

• PO/Bill Costs: The sum of totals of all purchase orders on the job's invoice. Adjustment invoices are included if the checkbox "Include adj. invoices" is ON.

Note: Non-PO Bills and non-return Credits are also factored into the Job Costing calculation.

• PO/Bill Costs As % of Sales: Calculated as (PO Costs) / (Estimate Sales Subtotal) * 100%

• Materials + Equip. + PO/Bill Costs: Sum of costs of material items, equipment items, and POs on invoices

• Materials + Equip. + PO/Bill As % of Sales: Calculated as (Material Costs + Equipment Costs + PO Costs) / (Estimate Sales Subtotal) * 100%

• Payroll Adjustments: Sum of active payroll adjustments tied to the job invoice

• Payroll Adjustments as % of Sales: Calculated as (Payroll Adjustments) / (Estimate Sales Subtotal) * 100%

• Total Costs: Sum of costs of material items, equipment items, POs, payroll adjustments, performance pay, labor pay, and labor burden

• Total Cost As % of Sales: Calculated as (Total Costs) / (Estimate Sales Subtotal) * 100%

• Performance Pay: Total of bonus and commission pay awarded on the job Note: Including performance pay requires account configuration. Please contact your success or implementation manager 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: Including labor pay requires account configuration. Please contact your success or implementation manager 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: 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%

You can also include these profit-related columns from the Summary section:

• Total Revenue: Sum of invoice items tied to an income GL account on the job invoice

• Gross Margin: Calculated as (Total Revenue) - (Total Costs)

• Gross Margin %: Calculated as (Profit) / (Total Revenue) * 100%

1. From the Filter by dropdown, select how you want to filter the report:

   • Invoice Date: Date on the invoice

   • Completion Date: Date the job was completed

   • Creation Date: Date the job was booked

   • Start Date: Date the job is scheduled to begin

   • Last Paid On Date: Most recent date that payment was made on the invoice

   • First Dispatch: Date a technician was first dispatched to the job

2. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and click Apply.

   • 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

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • 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 the current date

     • 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 the current date

3. From the Business Unit dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

   • Click the dropdown to select individual BUs.

   • To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.

4. Select Include Adjustment Invoices to include any invoice adjustments in your report results.

5. When you're done setting your filters, click Run Report.

Tip: Click Edit Columns to add and remove columns. For further customization, you can also arrange and filter your results to narrow the focus of your report.

Note: When filtering a column of percentages, use decimals. For example, for 25%, enter .25.

• See Edit custom reports

• See Run, filter, and export reports