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Pro & Enterprise

Know Which Jobs Make You Money. And Which Ones Don't.

FSM Navigator® runs your service business from first booking to renewals, so the numbers for every job are already in one place. Job profitability puts them together: what you billed, minus labor, parts and mileage, on every completed job. When a cost is missing, it says so instead of showing you a number that isn't true.

Every Job
Margin on each completed job
Unknown, Not Zero
Missing costs are named
Private Rates
Owners and Managers only

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The Problem

Busy Isn't the Same as Profitable

You had the best month of the year for jobs. The schedule was full, the techs were running and the invoices went out. Then the bank balance came in lower than last month's.

Somewhere in that month were jobs that lost money: "quick" repairs that took three hours, installs with twice the drive, diagnostics that turned into a second visit. You won't find them in a revenue report. Revenue tells you what you billed, not what you kept.

Job costing software answers the second question. The catch is that most job costing reports only work when every cost has been recorded, and they don't tell you when one hasn't.

How It Works

Margin on Every Completed Job

For every completed job, FSM Navigator® works out four numbers from records you already keep. Revenue minus the three costs is the job's margin.

  • Revenue: the job's invoice total before tax, less the before-tax share of any refund or chargeback. A chargeback you win stops counting.
  • Labor: the time from when work started to when the job was completed, minus time on hold, at the technician's cost rate.
  • Parts: each part used on the job at its cost when it was used, from parts tracking (Enterprise).
  • Mileage: business trips logged to the job in mileage tracking, at your fuel cost per mile, or the IRS standard rate if you haven't set one.

Each figure is rounded to the cent once, per job, and a period total is the sum of its jobs, so the total always matches the list underneath it.

Labor Cost

Real Labor Cost, Kept Private

What you bill for an hour and what an hour costs you are different numbers. Owners and Managers set a cost rate for each technician: wages plus payroll taxes, benefits and whatever else you want counted. It's never taken from your billing rate.

Private

Only Owners and Managers can set or see cost rates. Technicians never see rates, costs or margins, so pay stays between you and the person it belongs to.

Dated

Each rate starts on a date you pick. A job uses the rate in effect on the day it was completed, so a raise in March doesn't rewrite February's margins. A rate you back-date re-prices the jobs from that date on.

On-Hold Time Left Out

A job that sat on hold for two days waiting for a part didn't cost two days of labor. Time the job spends on hold after work starts is taken out before labor is costed.

Not sure what a technician's hour costs you? Here's how to work out a real hourly cost rate.

Unknown Is Not Zero

No Number Is Better Than a Wrong Number

Most job costing reports have a quiet problem. When a cost hasn't been recorded, they leave it out and show the margin anyway. The job looks better than it was, you price the next quarter on it, and you find out later.

The Margin Says Unknown, and Why

A margin is only shown when every part of it is known. Otherwise it reads Unknown, with the reason:

  • Not invoiced yet, or only a draft invoice
  • No cost rate for the technician on the day the job was completed
  • No technician assigned
  • A part used on the job has no recorded cost
  • Billed as part of a work order invoice

Cost Coverage Tells You How Far to Trust It

The cost coverage card shows how many completed jobs in the period are fully costed. Margin totals include only those jobs, so a missing cost can't pull your average up. The tab counts each reason and has a shortcut to the cost-rate editor for the most common one.

Why job costing reports mislead, and how to spot it

Where You See It

Profit Per Job, by Technician, Customer, Job Type or Skill

Find out that drain cleanings hold their margin and water heater installs don't, or that one commercial customer carries the month.

The Profitability Tab

On the performance dashboard: margin, revenue and cost for any date range, grouped by technician, customer, job type or required skill, with the job list underneath.

A Card on Every Job

Each completed job's details page shows its own revenue, labor, parts, mileage and margin, and which mileage rate was used.

CSV Export

One row per job for your accountant or your own spreadsheet. Unknown figures are left empty, never written as zero.

Figures refresh every hour. Want the math behind it? How to calculate profit per job, with a worked example.

Which One?

Job Profitability or Budget Tracking?

Job Profitability

Looks back at completed jobs that have their own invoice: what did each one make, after labor, parts and mileage? Nothing to enter by hand. Pro and Enterprise.

Work Order Budget Tracking

Watches a multi-stage work order while it runs: is it on budget? You enter each sub-job's actual cost. Enterprise.

Most service shops start with job profitability. Contractors running staged projects use both. Margins are before overhead: rent, insurance and office salaries aren't allocated to jobs.

FAQs

Job Profitability Questions

Which plans include job profitability?

Job profitability is included on the Pro plan ($34.99 per user per month billed monthly) and the Enterprise plan ($59.99 per user per month billed monthly). Parts cost comes from inventory, which is on Enterprise.

Is this net profit?

No. It is margin before overhead: the revenue you billed for the job, before tax, minus the labor, parts and mileage that job used. Rent, insurance, office salaries and other overhead are not allocated to jobs.

On Pro, are parts costs included?

No. Parts cost comes from the parts recorded against a job in inventory, and inventory is on the Enterprise plan. On Pro, the margin is revenue minus labor and mileage, so keep in mind that parts are not in it.

Where do the labor hours come from?

From the job record: the time from when work started to when the job was completed, minus any time the job spent on hold. That time is multiplied by the assigned technician's cost rate on the day the job was completed.

Who can see technicians' cost rates?

Owners and Managers set them and can see them. Technicians never see cost rates, costs or margins.

What does Unknown mean?

The job is missing something the margin needs, and the report names it: no issued invoice yet, no cost rate for the technician on that date, no technician assigned, or a part used with no recorded cost. It shows Unknown rather than a margin that looks better than it is.

Are work orders included?

Jobs billed together on one work order invoice are not split into per-job margins. They show as Unknown with that reason. For work orders, use work order budget tracking on Enterprise to compare the budget with actual costs.

How current are the figures?

They refresh every hour. A job completed since the last refresh shows as calculating until the next one, and a job that was invoiced, refunded or re-costed keeps its last figures, marked as recalculating, until then.

Job Profitability Guide (Docs) How Reporting Works (Docs)

Find Out Which Jobs Are Worth Doing More Of

Set a cost rate for each technician, dated from when it applied, and the margins fill in on the jobs you've already completed at the next hourly refresh.

A card is required at signup and nothing is charged until the trial ends · Job profitability is included on Pro and Enterprise