Internal Operations
Job Costing and Profit Tracker by Tech
Copy-Paste Script
4 hours
The Problem
You invoice $15K but have no idea if you made money. Some techs are profitable, some are not. You cannot tell without manually cross-referencing invoices, timecards, and material receipts. This automation matches costs to jobs and ranks technicians by true profitability.
How It Works
Input
Weekly job data: invoice totals, labor hours, material receipts, drive time
Transformation
AI matches costs to jobs, calculates true margin, ranks techs by profitability, identifies best/worst service types.
Output
Weekly report: 'Mike's margin is 42%, Dave's is 19%.' Decisions from data, not guesswork.
Importable Templates
PRD
prd here
RolesOwnerBookkeeper
IndustriesHVACPlumbingElectricalRoofing
PrinciplesMake the Invisible VisibleYour Data is Worth More Than You Think