Profit By Job Type

List of profit percentage by job type

This app provides a snapshot of the profit percentage by client based on the service and/or receivable invoice totals vs. the cost amount

Setup:

  1. A job type must be assigned to the 3-5 Job.
  2. 3-2 and 11-2 invoices must be posted.
  3. 6-3 Job costs must be posted.

Steps:

  1. Open the 1-4 Recurring Journal Transactions screen.
  2. Click the zMaxOneClick app and choose Profit by Job Type
  3. To review a specific date range, input the date range and click refresh.

Output:

    Preview grid
  1. Microsoft Excel® document (Default location is \MB7\[Company Name]\Zoom Reports)
  2. The data shown on the report includes: Job Type, Invoice Total, Cost Amount, Gross Profit Amount and Profit Percentage.

Story:

Joe Contractor would regularly like to see the profit he is making off of each job type, but it takes the office too long to produce the report.

Process:

This app provides a snapshot of the profit percentage by client based on the service and/or receivable invoice totals vs. the cost amount

Return on Investment:

Now he can view the report at a click of the zMaxOneClick app.