Profit By Property Manager

List of profit percentage by Property Manager

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

Setup:

  1. Property Manager Name must be entered on row 1 of the 3-6 Client contact grid with 'Property Manager' listed as the Job Title.
  2. The same spelling and format must be used each time you enter the same Property Manager, otherwise it will show up multiple times on the report (ex: Jake O'Grady will not be the same as Jake OGrady)
  3. 3-2 and 11-2 invoices must be posted.
  4. 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 Property Manager.
  3. Wait for the preview grid to appear.
  4. To look up a specific Property Manager, input a portion of the Property Manager's name in the filter box and click filter.

Output:

    Preview grid
  1. Microsoft Excel® document (Default location is \MB7\[Company Name]\Zoom Reports)
  2. The data shown on the report includes: Property Manager, Management Company, Salesperson name and employee number, 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 Property Manager, but it takes the office too long to produce the report.

Process:

This app provides a snapshot of the profit percentage by Property Manager 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.