The Margin Review is a tab on a task that allows staff to review a task’s incurred costs and expected profit margins all in one place. By leaving no room for mistakes, owners can be confident that their reactive tasks are being reviewed and invoiced correctly (and hopefully profitable!).
Instead of trying to find this information all over the task, this tab will show you:
Purchase orders
Any extra purchase order materials or labour that has or will cost you money, yet are not billable. It will not show costs on purchase orders still in draft or pending approval, these will be ignored as they are likely to not be incurred to the business.
Timesheets
A breakdown of timesheets submitted by staff and their costs.
Service tasks on the Work tab
Any performed materials or labour service tasks that have been added to the Work tab. This includes any extra materials needed and added-on quoted repair tasks, helping you quickly understand any variations.
How to use the Margin Review
To access the Margin Review, click on the Margin Review tab from a task. Staff must have the Can view task profitability permission to see the tab on the task.
The purpose of this tab is to be a place that allows you to review a task’s incurred costs and expected profit margins all in one place before an invoice is sent. By eliminating the need for staff to go to several different places to find this information, owners can be confident that their tasks are being reviewed and invoiced correctly.
Ultimately, the future intent of this tab is a place that also allows you to tweak profit margins, as well as make any costs billable, completely removing the need to edit your invoice at all. You can be confident that your task is profitable and ready to be dispatched after review this page.
Please note, at this stage, the margin review on parent tasks does not show children tasks, but please let us know if this interests you by sending in some feedback!
Alerts
To encourage staff to review profit margins, factors that could affect accurate profitability will be detected and displayed as a series of alerts when creating an invoice and on the Margin Review tab, including:
There are Purchase Orders that haven't been fully billed yet
There are Timesheets that haven't been internally approved yet
Additional purchase order costs have been added to the task and are not yet billable, please check them
The task's profit is $0 or below.
Staff must have the Can view task profitability permission to be able to click on the 'Review margin' button. The warnings will still be shown to all staff. Staff can use this warning to remind them to escalate to managers if this is not something you wish for them to do.
Table breakdown
Labour
The Labour section tracks all the elements that contribute to the cost and sell of the task's labour including timesheets, labour service tasks on the work tab and subcontracted purchase orders.
Timesheets
Lists any internal labour costs | Displays all draft, submitted and approved timesheets that have been created on this task and the cost rate you've set for all those people.
Does not include trashed timesheets. |
Labour
Lists all labour servicetasks on the Work tab
Lists any external labour costs | Displays all performed service tasks on the Work tab of that task where those products are of type labour or subcontracted.
Does not include unperformed labour on the Work tab
Displays all products on approved (and onwards) purchase orders where those products are of type labour or subcontracted.
Does not include draft and pending approval purchase orders.
Manage your labour products here. |
Material
The Material section tracks the elements that contribute to the cost and sell of the task's materials including service tasks on the Work tab and material purchase orders.
Materials
Lists any purchased materials
Lists all sellable materials added to the Work tab | Displays all performed service tasks on the Work tab of that task where those products are of type material, equipment or expense.
Does not include unperformed materials on the Work tab Displays all products on approved (and onwards) purchase orders where those products are of type material, equipment or expense.
Does not include draft and pending approval purchase orders. |
What do some of the columns mean?
Source | This tells you where the item is currently living on the task - either on a service task on the Work tab [Task] or a purchase order [PO Ref#].
This column is to help give you confidence that we are grabbing all the information from the task you need to make informed decisions. |
Cost | This tells you the cost of this material or labour.
The cost of a service task can either come from a timesheet (internal labour), a purchase order (if it's being purchased or subcontracted) or from the product catalogue (from stock).
You can visually tell where the cost of a service task is coming from by clicking on the link. If it doesn't have a link to a purchase order, we think the material comes from stock (Is it wrong?). 
A labour cost will sometimes have a '-' where its cost price should sit. This is because the cost of this labour is covered by a timesheet and hence isn't relevant. We make an assumption here that you will either have a timesheet on this task covering the labour or a purchase order covering any subcontracted labour. If you have neither of these then your profitability will not be accurate. 
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Billable | Whether this material or labour item is billable and hence appears on the invoice.  Purchase order costs will not be billable by default as only items on the work tab can be made billable.
Soon to come: you'll be able to make purchase order materials/labour billable from the margin review tab! |
A common question: What does the system think my material (or labour) is from stock when it isn't?
When adding materials or labour to the Work tab of a task, it's assumed these items are from stock until you tell the system otherwise.
To mark a material or labour product as being purchased by a supplier or contractor, you must select which products are being purchased when you raise a purchase order. This can be done via the web or the mobile app. From then forth, the system will know those items are being purchased and that those purchase order costs are the true cost of those materials or labour.
