Overview
Costing calculations provide you data to help you reconcile your job or project costs and see how costs impact your gross margin. You can select different options on how you want ServiceTitan to calculate your costs on a job or project.
Source Type for Actual Costing Calculation
If you have access to receipts, you can use their values to calculate the actual cost. To include purchase order amounts or receipt values in your gross margin analysis, enable this setting.
Actual Costing Calculation
Select how you want ServiceTitan to calculate your job or project costing:
Purchase Orders: Costing is calculated by the total purchase orders (committed costs) created and the resulting purchase order vendor bills or non-purchase vendor bills generated.
Receipts: Costing is calculated by the total receipts and the resulting purchase order vendor bills or non-purchase order vendor bills generated. This is the default setting.
Vendor Bills: Costing is calculated by the total purchase order vendor bills or non-purchase order vendor bills generated.
Tax Expenses In Costing
By default, tax expenses are included in gross margin calculations in the budget vs. actual table for projects, the job and project costing flyout, and in reports. To exclude taxes from these calculations, you can deselect this option.
Income & Non-Income General Ledger Accounts
By default, the revenue sections in the budget vs. actual table for projects, as well as the job and project costing flyout, only show income general ledger accounts. To display both income and non-income accounts in these sections, you can deselect this option.