Job Profitability

Link expenses to jobs to see how much you’re spending versus earning on each project.

How It Works

When you link an expense to a job, the app calculates profitability by comparing your revenue (from paid invoices) against your expenses for that job.

Key Definitions

• Revenue — total amount from paid invoices linked to the job
• Expenses — total expenses linked to the job
• Profit — Revenue minus Expenses
• Margin — Profit divided by Revenue, shown as a percentage

Where Profitability Appears

• Job detail page — shows a summary of expenses linked to the job with totals
• Customer detail page — shows expenses across all of the customer’s jobs
• Expense Reports — the job breakdown table shows revenue, expenses, profit, and margin for each job. See Expense Reports.
• Dashboard — the “Expenses & Profit” widget (Pro only) shows your monthly expenses, profit margin, and top expense categories

Tips

• Link all job-related expenses to get accurate profitability numbers.
• Expenses without a linked job count toward your overall business costs but don’t affect individual job profitability.
• Use the Expense Reports page for a complete view of profitability across all jobs.

Related

• Adding Expenses — create expenses and link them to jobs
• Expense Reports — view profitability across all jobs
• Understanding the Dashboard — see expense and profit metrics on your dashboard