Profit on a quote or order

The Profit tab works out what a job will earn after items, crew, trucks, fuel and card fees, and who may see it.

WhereSales›Quotes or Orders›open one›Profit

Every quote and order has a Profit tab. It takes the revenue, takes off what the job costs you and shows the Projected profit and the Margin against your target. It follows the quote as you change it.

Steps

  1. Open a quote or an order and pick the Profit tab.
  2. Read the top: Projected profit, Margin and your Target, with a bar that turns green when you are at or over the target.
  3. Under it, check the job in four numbers: Trucks, Crew, On site and Driving.
  4. Read the statement: Revenue (rentals, damage waiver, discount, delivery fee) and Direct costs (items, sub-rentals, crew, clean and prep after, fuel, card processing).
  5. To change a cost for this job only, press Adjust on its line and type the number. An empty box uses the estimate shown in grey.
  6. Press Add a cost for anything else, such as a permit, tolls or a rented lift.

Who sees it

Profit is behind a switch on the role, See prices and money. With it off, the Money and Profit tabs and the payment lists are hidden for that role. An admin sets it under Settings, HR, Roles, under Switches. Admins always see it. See Roles and permissions.

Good to know

  • The company's rates (crew cost per hour, typical crew size, fuel price, miles per gallon, card processing, target margin and labor target) are under Settings, Operations, Dispatch (fuel), Settings, Sales, Payments, Payment settings (card processing), Settings, Sales, Orders, Booking (target margin) and Settings, HR, Time, Pay and holidays (labor target). See Pricing settings.
  • Times and weights come from each item. See Weights and times.
  • The line under the costs warns you when labor is more than your labor target share of revenue.
  • Overhead and depreciation are not counted.
  • If something is not counted yet, a line says what is missing, for example a delivery that has not been measured.
  • With Simple mode on, the Profit tab is hidden.

If something goes wrong

  • "You don't have access to profit projections." Your role does not have See prices and money. Ask an admin.
  • Driving says "unknown". The delivery has not been measured. Work out the distance on the quote. See Delivery fees and distance.
  • Trucks says no truck has a payload set. Add each truck's payload on its record under Assets. See Assets and vehicles.
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