Job profitability: a tour
The written steps below already work. Come back to watch it.
A tour of Job profitability in Arkon One: Quote against actual labour, materials and transport. and the controls you will use most.
The steps, written out
- Open Job profitability from the Billing and Finance section of the left menu.
- Read the summary tiles at the top: Jobs, Revenue, Total cost, Margin.
- Narrow the list with the search box and filters (Active from, Active to, Job status, Location).
- Read each row: Job, Customer, Status, Quoted total, Revenue, Labour.
- Switch to the By job tab.
- Switch to the By customer tab.
- Use the Settings button at the top of the page.
- Use Export to download the list as a spreadsheet or PDF.
Tip
Job profitability compares, for every job, what you quoted with what it actually cost in labour, materials and transport, plus what you have invoiced and collected. It gives the planned margin, the actual margin and the variance per category, with flags for over budget, negative margin, low margin, no quote, not invoiced yet and no cost data. Open Job profitability → Settings (Administrators and Accounts staff). - Quoted: the lines of the baseline quote linked to the job (setting Quote used as the baseline). Labour, sale and transport lines are grouped; everything else is other. Quoted totals are before tax.