How to see your profit

Open Profit

1. 1
   Go to Work → Profit.
2. 2
   Pick Month, Quarter or Fin. year. Use ‹ and › to move back and forward.
3. 3
   Switch between Invoiced (what you’ve billed) and Paid (money that’s actually come in).

What the numbers mean

The small bar chart shows recent months. Tap one for a quick look, then Open to jump to it. Underneath, robot shows how much is still owed on sent invoices.

• Income — your invoice lines for the period, ex GST.
• Materials — the cost prices on your job lines, plus supplier bills you filed as “All included”.
• Labour — hours from timesheets (or job clock-ons if you don’t use timesheets) × each person’s cost per hour.
• Expenses — your running costs, like the ute, insurance and phone.
• Profit before tax — what’s left, with your margin as a %.

Set your expenses

Until you set your own, Expenses shows in red with typical starter estimates. Replace them with your real numbers.

1. 1
   Tap Expenses.
2. 2
   Change each amount and pick how often it’s paid: Week, Month, Quarter, Year or Once (with a date).
3. 3
   Tap ＋ Add a cost for anything missing. Tap the red − to delete one.
4. 4
   Tap Save.

Make every job’s numbers count

Profit is only as good as the costs behind it. Where robot doesn’t know a cost it estimates, so the more real costs you add, the more accurate it gets.

• Add cost prices to the items in your Products, so every job line carries its real cost. Lines without one are estimated.
• File supplier bills against their jobs. See Get supplier bills onto the right job.
• Set each person’s Cost per hour in Team. People without one are estimated at $45/h.