Job Profitability Report

See which jobs made money, which lost it and why.

• Every job in a date range with its revenue, costs, margin and estimate
• Four headline figures and a chart of margin by month
• Reasons behind a job's margin where the figures show one, such as Labour over 5 h ($295) or Materials over $410
• Group by month, job category, system type or technician
• The owner can download it as a CSV or a PDF with your logo
• Owners and admins only. Every figure is ex GST

Each job's Profitability card shows one job. The Job profitability report shows all of them together, over any date range you pick. A job's figures in the report are the same figures as on its card, so the two always agree.

What You Need

• Owner or admin role. Members and restricted members don't see reports
• Invoices, bills, expenses and timesheets on your jobs. The report reads the same numbers as each job's Profitability card
• Accepted quotes for estimates. Cooledge records an estimate for quotes accepted from 21 October 2026. Older jobs show their actual margin only

Reports are on every plan: Starter, Growth and Scale.

Where to Find It

1. Click Reports in the sidebar
2. Under Money, click Job profitability

Reports is sorted into three sections:

• Money: Job profitability, then Rebates, Cash collected, Receivables and Work to invoice as they arrive
• Sales: Quote performance and Lead sources, which opens your Leads reporting
• Team: Technician workload and Call History

Cards marked Coming soon are reports that are on the way.

Choose the Date Range

Click the range button at the top left. It shows the range's name and its dates.

• Presets: This month, Last month, This quarter, Last quarter, This financial year, Last financial year, Last 30 days, Last 90 days and Last 12 months. The financial year runs 1 July to 30 June
• Custom range: pick a start and end date on the calendar, then click Apply. A range can be up to 400 days
• Dates are in your business's timezone

Next to the range, Completed and Created decide which date puts a job in the range. Completed (the default) counts jobs finished in the range. Created counts jobs created in the range, including ones still open.

Headline Figures

Below the figures, notes explain what's left out:

• Estimates on N of M jobs. Only quotes accepted from 21 October 2026 have an estimate
• Completed jobs not invoiced yet. They're kept out of the totals until they're invoiced, so an unbilled job never reads as a loss. Click Show them to list just those jobs
• Open jobs (on Created only) are kept out of the totals too

The chart shows margin by month. Months that lost money show as red bars.

The Table

Each row is a job, with its customer and suburb under the job number. Jobs with phases appear once, with their phases rolled in.

The default columns are Completed, System type, Revenue, Costs, Margin, Margin %, Est. margin, Difference, Status and Why. The table starts sorted by margin, lowest first, so the jobs that lost the most are at the top. Click a column heading with arrows to sort by it.

• Click a row to open that job on its Purchases tab, where the Profitability card is. Back to Job profitability brings you back to the same view
• Rows per page: 10, 20, 50 or 100. Page numbers sit between Previous and Next

Choose Your Columns

Click Columns to show or hide columns. Job is always shown. Reset to default puts the default set back. Your choice is remembered on that browser.

The other columns you can add: Created, Job category, Technicians, Invoiced, Rebate income, Materials, Subcontractor, Other costs, Uncategorised, Labour hours, Labour cost, Est. revenue, Est. costs and Est. labour hours.

Status

Why

The Why column explains a job's margin with short chips. Dollar chips come first, largest first. A job with nothing to flag shows a dash, even when it lost money: the figures don't always say why.

When the job has an estimate:

On any job:

The two "over" chips for materials and subcontractors aren't worked out while a job has uncategorised costs, because Cooledge can't tell which row those costs belong in.

Group By

Use Group by to roll the jobs up:

• Job: the default, one row per job
• Month: by the month of the job's completed (or created) date
• Job category: by the job's category, or No category
• System type: from the job's accepted quotes. Mixed means the job has accepted quotes of different types. No quote means the job was created without one
• Technician: by who logged time on the job

Each grouped row shows Jobs, Revenue, Costs, Margin, Margin % and Lost money (how many jobs lost money). A Total row closes the table and the chart shows margin per group. Click a group to see its jobs.

How technician figures work. A job's revenue, costs and margin are shared across the technicians who logged time on it, by their share of the hours, so the totals still add up. A job two people worked on counts in both of their job counts. The technician view adds Hours, Labour cost and Est. vs actual hours. Jobs with no costed timesheet hours sit under No hourly labour, which includes jobs worked only by staff paid by the job.

Filters

Click Filters to narrow the jobs:

• Margin: Any, Lost money, Not invoiced, No costs recorded or Open
• Margin under a percentage, from 0 to 100
• System type and Job category (pick one or more)
• Technician (one person)
• Estimate: Any, Has an estimate or No estimate

Active filters show as chips under the toolbar. Click Clear all to remove them.

Export to CSV or PDF

The account owner sees an Export button at the top right of the report.

• Download CSV downloads every job in the report, in the table's sort order, with the columns you're showing. Tick CSV: include all columns to get every column. The CSV adds Customer and Suburb columns. Money columns are labelled ex GST
• Download PDF makes an A4 landscape PDF with your business logo and name, the range and filters, the headline figures, the chart and the table. It holds up to 1,000 rows. For more, download the CSV

Exports follow the screen: the same range, filters and sort. Export a grouped view and you get the grouped rows. Admins can see every report but can't export them.

Contractors Paid by the Job

If a contractor clocks in on the app but bills you a fixed price, their hours would be counted twice: once as their bill and again as labour. Tick Paid by the job for them under Settings > Manage Team > Labour cost rates and their timesheet hours stop counting as labour, in the report and on every job card. See Paid by the job.

Who Can See It

• Owners see every report and can export
• Admins see every report but can't export
• Members and restricted members don't see reports

Businesses using ServiceM8 mode don't see the job profitability report, because jobs and invoices live in ServiceM8.

Common Questions

Why doesn't Revenue match my invoices total? The report is ex GST. It only counts jobs in the range that have something invoiced. Jobs not invoiced yet are listed but left out of the totals.

Does the report match the job's Profitability card? Yes. Each row uses the same figures as the card on the job's Purchases tab.

Why does a job say No estimate? Its quote was accepted before 21 October 2026, or the job was created without a quote. The job still shows its actual margin.

Why is a technician's revenue smaller than the job's? A job is shared between everyone who logged time on it, by their share of the hours.

How far back can I go? As far as you like, up to 400 days in one range.

Can my admin export the report? Not yet. Only the account owner can export.

Related

• Job Profitability: The Profitability card on each job
• Tracking Expenses: Record bills and expenses against a job
• Mobile App Timesheets: How your team logs time on jobs