Job Profitability

Job Profitability

Please note:
We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature to get in touch with the Trade Trak development team.

The Trade Trak app helps you to stay on top of your job’s finances.

Accessing Job Finances

To access finances, select the job that you would like to view details for from the Jobs list.

Job Finances is shown on the job’s Details page.

*Note: If you’re unable to view the entire Job Finances section, you may need to minimise the Details by clicking on the upwards arrow.*

Finance Summary

On the finance summary, you will first see a graph showing the numbers for:
- Quotes
- Approved Quotes
- Invoices
- Paid Invoices
- Costs
- Profit

Underneath this, you also have multiple other sections which show a few more details.

Profit/Loss

Under Profit/Loss, there are numbers shown for:
- Total invoice paid
- Total costs
- Expenses costs
- Timesheet costs

Invoices

Under Invoices, there are numbers shown for:
- Total invoiced
- Total paid
- Balance due

Quotes

Under Quotes, there are numbers shown for:
- Initial quote
- Approved quote
- Awaiting approval
- Not yet invoiced

Job Profitability 1

Generate Report

Underneath these three sections, you have the option to click on **Generate Report**.

This will download a report containing all of your Job Finances data in a CSV file that’s compatible with Excel.

Job Profitability 2

Timesheet Expenses

Your timesheet expenses will not show up underneath Job Finances. Instead, from the left-hand side navigation bar of the job, select **“Timesheets”**.

Here, you’re able to see the total timesheet costs for this particular job, including details for:
- Total hours
- Total base hours
- Total OT1 hours
- Total OT2 hours
- Total cost
- Total base cost
- Total OT1 cost
- Total OT2 cost

Job Profitability3

Nov 18, 2020