See what each piece of work earned and what it cost. A job (a remodel, a roof, a retainer) belongs to one customer. Put the job on the lines that bill it and the lines that cost it, and the Jobs tab shows income, cost and margin per job, with your estimate beside the actual.
Start a job
Open Jobs and press New job. Pick the customer, name the job, and, if you like, the dates and what you expect it to bring in and to cost. Press Start the job. It now appears in the Job column of every invoice and bill line, and on time entries, as "Customer: Job".
You can also start a job from any Job column: type a name that does not exist yet and choose Add a job for that customer.
Put the job on the money
- Invoices. On an invoice line, pick the job in the Job column. That line's income counts toward the job.
- Bills. On a bill line, pick the job. That line's cost counts toward the job.
- Time. On a time entry, pick the job. Its hours show as unbilled work on the job until they are invoiced, and the invoice line then carries the job on its own.
One document can carry several jobs, one per line. A line with no job belongs to no job and is simply not counted here; the rest of your books are unchanged.
Read the results
The Jobs list shows, per job: income, cost, margin and margin percent, the estimate beside the actual, and any unbilled hours. The band at the top counts open and closed jobs, the ones whose cost has passed the estimate, and the ones losing money; press a chip to show only those. Open a job to see every entry behind the figures, newest first, and press one to open it.
Voided entries never count. Payments and deposits do not count either: income is what you billed, cost is what you were billed.
Close a job
When the work is done, open the job and press Close job. It leaves the pickers and stays on the list with its numbers under Closed. Reopen it any time. A job that nothing points at can be deleted; one with entries is kept, because deleting it would take the job off your history.
Checks, expenses and card charges
A cost paid straight from the bank or the card, not through a bill, takes a job too: the entry form's line grid has a Job column beside Class (the chip above the grid hides or shows it). Pick the job on the line and the cost lands on the job's profitability exactly as a bill line would. Journal entries carry the same column.