A job cost report (JCR) provides valuable insights into the performance of a job by presenting a detailed breakdown of all its parts. Gauge the estimated profitability of the job, and its actual profitability. Understand a job's cost with respect to its budget to see how it's tracking at any point throughout the project.

The JCR is only made visible to users who have access to Cost Rates (see Profile & Settings > Your Team).

Creating a JCR

We've made it easy to find, access and create JCRs. There are two places to choose from when it comes to generating a JCR.

The first is within the job itself. The Create button contains an option Job Cost Report which will generate and download your JCR with a single click.

The other place where a JCR can be generated from is the Jobs list. Hover over a job, click the options button that appears against it, and select Job Cost Report.

Understanding Your JCR

The JCR was designed for people who love numbers. Here's a glance at what the numbers on the JCR mean, and how you can use them.

  1. Budget
    Your budget from the job. This could either be a figure that you've manually entered, or the accumulated total of all approved quotes on the job.

  2. Total Estimated Cost
    Total estimate of job by cost rates:

    — Where an item’s hours are planned per user: total cost of all users’ hours planned on the job based on their individual hourly cost rates

    –  Where an item’s hours are planned by item: total cost of all users’ hours planned on the job based on the average hourly cost rate of all users assigned to that item

    –  Where an item has no planned hours, it is disregarded.

    –  Where an item has no team members assigned, it is disregarded.


  3. Total Planned Sell
    Total sell price for all planned items and expenses on the jobs, including paused, in play and completed items.

  4. Estimated Profit Margin
    Budget minus Total Estimated Cost expressed as a %, and dollar figure in parentheses.

  5. Team Members
    All team members assigned to the job across all items.

  6. Invoiced
    Total current invoiced amount for the job, including draft, credit note, awaiting payment and paid invoices.

  7. Total Used Cost
    Total cost of all team member hours spent on the job based on their individual hourly cost rates plus Expenses Cost.

  8. Total Used Sell
    Total hours spent x the billable hourly rates chosen plus Expenses Sell.

  9. Profit Margin
    Total Profit divided by the Invoiced amount of the job as a %.

  10. Profit Margin vs Budget
    Budget minus Total Used Cost (used hours, expenses and purchase orders cost) at the time of report generation—the profit margin realised if the Budget was invoiced now.

  11. Did You Know?
    Smart insights into how the job is tracking—a snapshot into its progress.

  12. Cost vs Budget
    Comparison of how the used and estimated costs stack up against the budget for the job—the amount you're expecting to get paid at the job's completion.

  13. Profit Margin Comparison
    Comparison of the true current profit margin of the job based on the total invoiced amount, an imagined profit margin using current costs if the Budget was invoiced now, and the estimated profit margin which considers the estimated costs associated with the planned work.

  14. Invoiced vs Budget
    Comparison of the current total Invoiced, the current Total Used Sell, and the Budget.

  15. Quotes
    All quotes related to the job, including draft, pending, approved and declined quotes. Approved quotes only are counted in the Budget. When more than one approved quote, the accumulated totals of all approved quotes (excluding tax) are counted in the budget.

  16. Invoices
    All invoices related to the job, including draft, credit note, awaiting payment and paid invoices. All invoices including draft, credit note, awaiting payment and paid invoices and counted in the total Invoiced amount.

  17. Items
    All items on the job, broken down by the team members assigned to those items. Planned hours and sell rates, along with estimated costs, used time and costs, and an estimated and current profit margin are presented where possible for each team member.

    Estimated costs are determined differently depending upon how the item is planned:

    — Where an item’s hours are planned per user: total cost of all users’ hours planned on the job based on their individual hourly cost rates

    –  Where an item’s hours are planned by item: total cost of all users’ hours planned on the job based on the average hourly cost rate of all users assigned to that item

    –  Where an item has no planned hours, it is disregarded.

    –  Where an item has no team members assigned, it is disregarded.

  18. Expenses
    All expenses related to the job, along with their cost, sell rate, and their estimated profit margin—the difference between cost and sell expressed as a percentage. This is also known as the markup.

  19. Purchase Orders
    All purchase orders related to the job, along with their cost, sell rate and their estimated profit margin—the difference between cost and sell expresses as a percentage. This is also known as the markup.

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