See what a job earnedIn Jobs and the schedule
In Jobs and the schedule
Read the Jobs page
Jobs is the board of your work with the money attached — what each job brought in, what it cost, and what it earned. By type shows which work is worth doing.
Example screenWhere it is · On a computer
Jobs in the sidebar (the URL is /jobs). Five tabs — the board (named for your trade's own word for the work), Plans, Types, Pricing, Materials. The board is open to you and to managers; the other four tabs are owner-only.
On your phone: Jobs on the bottom bar, or Jobs in the Menu tab; the same five sections are in the menu at the top of the page.
In Jobs in the sidebar
Attach the costs
Open the job and add the expense or the materials to it. A receipt scanned from the job lands on the job; one scanned from Expenses can be attached afterwards.
Example screenStart here · On a computer
- 1Jobs in the sidebar
- 2Open the job
- 3+ Attach a cost to this job
then pick the expense.
On your phone: Jobs in the Menu tab → open the job → + Attach a cost to this job.
In Jobs
Why a margin says unknown
Unknown means money came in and no costs were attached yet. It is not 100%; it is a job waiting for its costs.
Example screenStart here · On a computer
- 1Jobs
- 2Types
or the Profit page.
On your phone: Jobs → Types.
Worth knowingRead “unknown” as a to-do, not an error.
Ready to do this with your own business?
Attach the material receipt to the job the day you buy it; that is the whole trick to a true margin.