Do you actually make money on that job? Reports that show your real margin

The month was packed, the lifts never sat empty, yet the money doesn't show at the end. Turnover is not profit — and the difference usually leaks through small lines: a part sold under cost, labour priced too low, an invoice unpaid for 60 days.

Margin is computed per line, at the moment of sale

Every line on a job stores two numbers: the price you sold at and your cost at that moment. Not today's catalogue cost — the cost back then. If your supplier raises the price next month, your history doesn't get rewritten. From those lines, the gross profit report adds up your real margin over any period: today, last 30 days, previous month.

Labour or parts: where the money actually comes from

Reports split labour sales from parts sales. That's where many workshops get their first surprise: labour carries the business while parts barely cover their cost. On the Professional plan you also get per-technician performance — jobs completed, revenue brought in, minutes logged — and customer retention: how many come back, how many vanish after the first visit.

From estimate to invoice, the same numbers

Price and cost are locked in at the estimate, carry over unchanged when it converts to a job, and land identical on the invoice. There's no ‘where did this figure come from?’ moment — any line on the invoice traces back to the estimate the customer approved. The margin you see in the report is the margin that actually happened.

Promised money isn't collected money

Customer balances show exactly who owes you, how much and since when — oldest overdue invoice first. The unpaid invoices report and the end-of-day report keep the essentials current: what you invoiced, what you collected, what's still hanging. Expenses are recorded by category — rent, utilities, wages, tools — so you see the other side of the month too, not just the income.

The expense side lives in the same place

Expenses are recorded by category — rent, utilities, insurance, wages, tools, marketing, fuel — and can be linked to the supplier or purchase order they came from. The category breakdown shows where the money goes month after month, and supplier balances complete the picture: what you've ordered, what's still on the way, what you've paid.

Reports arrive by themselves, by email

Any report can be scheduled — daily, weekly or monthly — straight to your inbox or your accountant's, with CSV export. VAT is tracked on every invoice, credit notes included, so the numbers your accountant needs are the numbers the system already has.

You can't fix a margin you can't see. When every line knows its price and its cost, the end-of-month decision is made on numbers, not gut feeling.