What You'll Learn
How to access Uptick's two main profitability reports
Essential setup steps for accurate profit tracking
How Uptick calculates costs and revenue
What each column in the profitability reports means
Your Profitability Reports
Uptick provides two main profitability reports, both found in Insights and Reporting:
Work in Progress (WIP) Report
A detailed, exportable report ideal for tracking tasks on a daily, weekly, or monthly basis. Perfect for:
Multi-day projects
Large installations
Understanding task progression
Task Profitability Report
Designed for owners and managers to analyze profitability over time (monthly, quarterly, or annually). You can pivot your data by:
Task category
Service group
Cost centre
Branch
Primary technician
Client
Property
Setting Up for Accurate Profitability
Essential Setup (Basic Accuracy)
1. Set User Permissions
For viewing overall profitability:
Add the Can view pricing information permission
For viewing detailed cost breakdowns:
Add the Can view task profitability permission
This allows access to labour rates and the Margin Review page
2. Configure Hourly Labour Rates
Set up technician labour rates so Uptick can calculate actual labour costs.
Where: Control Panel > Individual Rates
Permissions needed:
Can change technician labour rates
Can view technician pay rate
Tip: At minimum, set a Default technician cost rate that applies to all technicians without individual rates (though individual rates are recommended).
3. Manage Timesheets in Uptick
Important: Until a timesheet session is approved, Uptick treats it as an estimate, not an actual cost.
Uptick automatically starts timesheet timers when technicians begin working on tasks in the mobile app, making time tracking simple.
4. Set Up Your Product Catalogue
Critical step: Correctly categorize your products as:
Material
Labour
Subcontracted labour
Equipment
Expense
Why it matters: Uptick relies entirely on these categories to break down costs in your profitability reports.
Also important: Add cost prices to your products. When you use materials from stock (without a purchase order), Uptick uses these cost prices to calculate profitability.
5. Use Purchase Orders
Create purchase orders in Uptick so the system understands the costs of materials and labour you're purchasing.
Critical: You must create purchase order bills for Uptick to recognize when costs have been incurred.
Advanced Setup (Maximum Accuracy)
Enable Stock Control
Using Uptick's stock control automatically captures accurate material costs without manually updating your product catalogue.
Benefits:
Automatic cost tracking for stocked materials
True cost calculation based on actual stock values
No manual catalogue maintenance
Add Labour Time Estimates
For routine maintenance: Input time estimates at the property level to compare budgeted vs. actual time. This helps identify:
Contracts that need price increases
Underperforming staff
For repair estimates: Add time estimates to material products in your catalogue. This helps staff quote labour more efficiently.
For reactive callouts: Add labour estimates directly to tasks to set expectations for technicians.
How Uptick Calculates Profitability
Understanding Costs
Uptick tracks costs from multiple sources:
Internal Labour Costs
Source: Task sessions (timesheets)
Calculation: Time × hourly labour rate × any multipliers
Status: Must be approved to count as actual cost
External Labour Costs
Source: Purchase orders with 'Subcontracted' products
Fallback: Subcontracted products on the Work tab (for businesses not using purchase orders)
Material Costs from Stock
Source: Materials, Equipment, or Expense products on the Work tab that haven't been added to a purchase order
Cost priority:
Cost from the quote (for quoted repairs)
Cost from your warehouse (if using stock control)
Cost from your product catalogue
Purchased Material Costs
Source: Purchase orders with Materials, Equipment, or Expense products
Cost priority:
Cost from the purchase order bill (supplier invoice)
Cost from the original purchase order
Note: Uptick assumes materials on the Work tab are from stock until you add them to a purchase order.
Understanding Revenue
Billable Work
Source: Service tasks on the Work tab
What counts: Performed, billable service tasks with products attached
Default: All service tasks are billable (you can manually change this)
Invoiced Revenue
Source: Invoices sent to clients
What counts: Invoices in Submitted, Authorised, Part Paid, or Paid status
Excludes: Draft invoices
Understanding Report Columns
The profitability reports show three main views: Quoted, Revised, and Actual.
Quoted Figures
Shows the original estimates from approved quotes. These values never change after the task is created.
Appears for: Tasks created from defect or service quotes
Columns:
Quoted Cost: Total estimated cost from the quote
Quoted Sell: Total sell price from the quote
Quoted Profit: Quoted Sell - Quoted Cost
Quoted Margin: (Quoted Profit ÷ Quoted Sell) × 100
Revised Figures
Your best estimate of final profitability. This gets more accurate as the task progresses.
Why it's useful:
Includes costs still waiting to be incurred (unapproved timesheets, unbilled purchase orders)
Includes revenue not yet invoiced
Most helpful for multi-day projects and large tasks
How it works: Revised = Estimates + Committed + Actuals
As work progresses, data moves from estimates → committed → actuals.
Columns:
Revised Cost: Estimated + Committed + Actual costs
Revised Sell: Uninvoiced + Net Invoiced revenue
Revised Profit: Revised Sell - Revised Cost
Revised Margin: (Revised Profit ÷ Revised Sell) × 100
Revised Hours: Best estimate of total hours (uses the higher of committed or estimated hours)
Important: Once a task is performed or completed, estimated costs and revenue are removed from the report.
What's Included in Each Stage
Category | Estimated Cost | Committed Cost | Incurred Cost |
Purchase Orders | Draft, Pending Approval | Approved, Submitted, Partially Delivered (not yet billed) | Bills in Open or Paid status |
Service Tasks (Materials) | Unperformed, not on PO | Performed, not on PO | |
Service Tasks (Labour) | Unperformed, not on PO | Unapproved task sessions | Approved task sessions |
Service Tasks (Subcontracted) | Unperformed, not on PO | Performed, not on PO |
Category | Estimated Sell | Committed Sell | Invoiced |
Service Tasks | Unperformed, billable | Performed, billable, not invoiced | Invoices in Submitted, Authorised, Part Paid, or Paid status |
Actual Figures
Shows all revenue and costs that have actually been incurred or invoiced.
Columns:
Actual Cost: All incurred costs (approved timesheets, billed purchase orders, performed stock)
Invoiced: Total amount invoiced to the client
Invoiced Credit: Value of credits applied (shown as positive number)
Net Invoiced: True revenue (Invoiced - Invoiced Credit)
Actual Profit: Net Invoiced - Actual Cost
Actual Margin: (Actual Profit ÷ Net Invoiced) × 100
Actual Hours: Approved timesheet hours
Note: To move a draft invoice to an actual status, you must send it in Uptick or push it to your accounting partner and send it there.
Additional Columns
Left to be Incurred
Costs expected but not yet incurred (Estimated Cost + Committed Cost)
Invoice to Go
Revenue expected but not yet invoiced (Estimated Sell + Committed Sell)
Cash Position
Shows how much you've spent vs. how much you've been paid: Paid invoices - Credits - (Paid bills + Approved task sessions)
Activity
Helps understand future cash position:
Actual Cost: Costs incurred this period that need to be paid
Invoiced: Revenue invoiced this period that will be paid to you
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Need Help?
If you have questions about profitability tracking or need assistance with setup, contact our support team.