The Margin Review tab helps you review a task's costs and profit margins in one place before creating an invoice. This ensures tasks are reviewed accurately and remain profitable.
What does Margin Review show?
The Margin Review tab consolidates key financial information:
Purchase orders – Approved purchase order costs that have been or will be incurred (excludes draft and pending approval POs)
Timesheets – A breakdown of submitted timesheets and their costs
Service tasks – Performed materials and labour from the Work tab, including variations and extra materials
This eliminates the need to search across multiple places on a task to find cost information.
How to access Margin Review
Open a task
Click the Margin Review tab
Permission required: Staff must have the Can view task profitability permission to access this tab.
Understanding the Margin Review sections
Labour
Tracks all labour costs and sell prices, including:
Section | What it shows |
Timesheets | All draft, submitted, and approved timesheets with their cost rates (excludes trashed timesheets) |
Labour | • Performed labour service tasks from the Work tab |
Materials
Tracks all material costs and sell prices, including:
Section | What it shows |
Materials | • Performed material, equipment, or expense service tasks from the Work tab |
Understanding the columns
Column | Description |
Source | Shows where the item lives: either on the Work tab [Task] or a purchase order [PO Ref#] |
Cost  | The cost of the material or labour. Costs come from: |
Billable  | Whether the item is billable and will appear on the invoice. |
Profitability alerts
Margin Review displays alerts to help you identify issues that could affect profitability:
Purchase orders that haven't been fully billed yet
Timesheets that haven't been internally approved yet
Additional purchase order costs that aren't billable
Tasks with profit of $0 or below
Permission note: Staff need the Can view task profitability permission to click the 'Review margin' button. Alerts are visible to all staff, allowing them to escalate to managers when needed.
Common question: Why does the system think my material is from stock?
When you add materials or labour to the Work tab, Uptick assumes they're from stock until you tell it otherwise.
How to mark items as purchased
To indicate that a material or labour product is being purchased from a supplier or contractor:
Create a purchase order for the task
Select which products from the Work tab are being purchased when you raise the PO
This can be done via web or mobile app
Once linked, the system recognizes those items as purchased, and the purchase order costs become the true cost of those materials or labour.
Important notes
Parent tasks: Margin Review on parent tasks does not currently show child task data
Draft/pending POs: Purchase orders in draft or pending approval status are excluded from calculations as they're not yet committed costs
Labour costs: Labour costs may show a '-' when covered by a timesheet, as the cost is already accounted for in the timesheet section
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