Review job profitability
Compare commercial value with the labour and supplier costs incurred.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open the completed or active job.
- Review accepted value and invoice coverage.
- Confirm purchase orders, costs and time are current.
- Inspect gross margin and any reconciliation signals.
- Record the reason for material variance and feed it into future estimating.
Good practice
Profitability improves when the review changes the next quote, not just the report.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.