How to correctly use job profitability/costing
Hi all,
Just a question about the job profitability calculations - I think I'm doing something wrong...
At the moment I have recurring jobs setup with a base price for ongoing garden maintenance. We get requests for extra work, so this is added to the invoice, based on the extra labour and materials supplied for that visit. But the costing data is pulled from the job line items, not the invoice total so the revenue isn't accurately shown.
What extra steps should I be doing to keep the costing accurate? Does the added work (and revenue) need to be added as a new/updated line item to the visit for that job? Keen to keep the costing accurate and make good use of it, but it seems like it requires some double handling?
Thanks for any info/tips!
Hi Conrad thanks for the question. It is great to hear you are putting Job Costing to work!
The best way to keep these kinds of Jobs accurate, and limit double input, is to set the Job up as "Per Visit Invoicing" from there, add any additional services to the Line Items on the specific Visit. This way the line items will add to the Invoice automatically, and they will give Job costing a more accurate 30 day projection. Here is our help article if you need any clarity!
