Job Costing Summary reportLast updated on 09/13/2022
Use the Job Costing Summary report to gain more insight into your job costs and overall profitability across multiple jobs.
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 for details.
You can arrange and filter your results to narrow the focus of your report.
You can also schedule the report to be delivered by email on a regular basis.
Before running your report, set filters to get the most relevant information for your needs:
Go to the navigation bar and click Reports. In the side menu, click All Reports.
Click Jobs Costing Summary Report. Tip: In the search field, enter a few letters from the report title for quick access.
From the Filter by dropdown, select how you want to filter the report:
Invoice Date—Date on the invoice
Job Completion Date—Date the job was completed
Job Creation Date—Date the job was booked
Job 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
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: 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.
Use the From - To calendar fields to set a range of dates to run the report on.
From the Business Unit dropdown, select the job business units (BUs) you want to report on. Note: By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
From the dropdown field, select individual BUs assigned to a job.
Click the Filter icon to select BU categories and click Filter.
Click Include Adjustment Invoices to include any adjustment invoices on the report.
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:
Invoice number associated with the job
Date of the invoice associated with the job
Job type listed on the job record
Sum of all invoice items and taxes on the job invoice
Sum of all tax amounts on the job invoices
Sum of all of the payments applied to the job invoices
Sum of the active payroll adjustments tied to the job invoice 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%
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.
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%
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%
Total of bonus and commission pay awarded on the job Note: Including performance pay requires account configuration. Please contact Technical Support for details.
Performance Pay as % of Sales
Calculated as (Performance Pay) / (Estimate Sales Subtotal) * 100%
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 Technical Support for details.
Labor Pay as % of Sales
Calculated as (Labor Pay) / (Estimate Sales Subtotal) * 100%
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%
Job Total Costs
Sum of costs of material items, equipment items, POs, payroll adjustments, performance pay, labor pay, and labor burden Note: Performance pay, labor pay, and labor burden KPIs may need account configuration. Please contact Technical Support 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%
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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.