Job Costing

Each Job Costing record represents a single site that has been serviced. It outlines all associated revenue, costs, and provides a gross margin breakdown so you can monitor profitability at a detailed level.

Table of Content:

•  What is a Job Costing record?
• What’s Included in a Job Costing Record
• Final Breakdown of Costs
• Rates to Fill in
• Column Configuration
• Filtering Records
• Export Records
  
  • Export a Single Record
  • Export Multiple Records
• Job Costing Spreadsheet
• Job Costing PDF

What is a Job Costing record?

Each Job Costing record represents a single site that has been serviced. It outlines all associated revenue, costs, and provides a gross margin breakdown so you can monitor profitability at a detailed level.

What’s Included in a Job Costing Record

Each record contains the following details:

• Site Information
  • Client Name
  • Site Name
  • Start Time
  • Completed Time
  • Site Duration
  • Route Name

• Equipment
  • Onboard Equipment 
  • Equipment Category
  • Equipment Duration
  • Equipment Charge(s)
  • Equipment Hourly Cost
  • Equipment Total Cost
• Labor   
  • Operators
  • Charge Type
  • Operators Rate
  • Sub-Contractor
  • Sub-contractor Charge Type
  • Sub-contractor Amount
• Consumable   
  • Consumables
• Revenue
  • Consumables Amount
  • Equipment Amount
  • Service Amount
  • Total Revenue Amount
• Service Details
  • Service name
  • Service rate
• Cost
  • Consumables Cost
  • Consumables Cost Total
  • Operators Cost
  • Sub-contractor Cost
  • Time and Material Cost
• Gross
  • Gross Margin Figure
  • Gross Margin Percentage

Final Breakdown of Costs

You’ll see a financial summary on the right-hand side of each record popup:

Rates to Fill in

For the totals to be accurate and capture all revenue and costs correctly, all rates must be filled out first. This includes Consumables, Services, Users, and Equipment. On the Consumable Page please fill in the cost field and client field beside the consumables that you use. The sub-contractor field only needs to be filled out if you work with subcontractors. On the User Page please update your operator’s hourly rate to the correct figure. On the service page please update your services to have a charge rate. On the equipment page update the equipment category for each piece of equipment that you use. If the equipment rates differ for a specific client or subcontractor from any default category rates set, you will need to update those rates on the specific client or subcontractor contracts accordingly.

Column Configuration

By selecting the column configuration button, you are given a choice of what details get to be displayed. Turn the eye icon blue for visibility. You also have the power to change the order by dragging the handle beside the piece of information. 

Filtering Records

You can filter through records by selecting the filter icon beside the search bar. Filter through records using information such as date, clients, site, tags, and more.

Export Records

• Export a Single Record
  To export just one record, first select the record you want from the list. Once selected, the Spreadsheet and PDF download buttons will appear at the top of the page. Click either option to export that specific record.
• Export Multiple Records
  You can export multiple records in two ways:

• • Using search and filters: Apply any relevant filters (dates, client, site, etc.) to narrow the list. Once filtered, click the Spreadsheet or PDF button at the top of the page to export all matching records.

    

  • Using checkboxes: Manually select the checkboxes next to individual records. When selected, the Spreadsheet and PDF export buttons at the top will export only those checked records.

    

Job Costing Spreadsheet

Below is an example of a Job costing spreadsheet. Each row represents one record.

Job Costing PDF

Below is an example of a Job costing PDF. Each PDF will represent one record.