Job Health is a feature that provides a real-time view of a job’s overall performance, both financially and operationally. It brings together key metrics such as profit, margin, costs, labor usage, and invoicing progress so you can quickly see whether a job is on track or at risk.
Job Health is currently available in Beta. If you’d like to get early access or learn more, please reach out to your Customer Success Manager.
Time and Material Job-Level Metrics
Estimated Margin and Estimated Profit: Calculated based on total costs and estimated revenue.
NOTE: With the three-way-matching version of Job Report table which has Committed Costs, these costs are included.
Estimated Revenue: Represents current estimated revenue based on revenue tied to all items in the Job Report, regardless of whether it has actually been invoiced for.
This does not include items marked as ‘Do Not Invoice.’
This is not actual revenue which is represented by the numerator in ‘Invoicing Progress’
Labor Usage: Numerator represents all hours in ‘Submitted Hours' column of Job Report. Denominator is from the ‘Budgeted’ Hours' field.
Invoicing Progress: Numerator represents only the estimated revenue which has been invoiced. Denominator represents estimated revenue.
Time and Material Cost Category Roll-Up Table
Committed Costs: Represents costs of purchased items which do not yet have an associated Bill, by cost category.
You will only see this column if you have the applicable version of three-way-matching Job Report table.
As Bills are created for these costs, this number will decrease.
All ‘Committed Costs' are part of ‘Total Costsʼ.
Total Costs: Represents all costs associated with Job by cost category.
Revenue: Represents current estimated revenue based on revenue tied to all items in the Job Report, by cost category, regardless of whether it has actually been invoiced for.
This does not include items marked as ‘Do Not Invoice.’
This is not actual revenue which is represented by the numerator in ‘Invoicing Progress’
Profit: Calculations use ‘Total Costsʼ and ‘Revenueʼ values.
NOTE: This is not actual profit unless the Job is fully invoiced and there are no Committed Costs.
Margin: Represents the margin by cost category using the ‘Total Costsʼ and ‘Revenueʼ values.
NOTE: This is not actual profit unless the Job is fully invoiced and there are no Committed Costs.
T&M cost category Summary
Margin: Represents the margin by cost category using the ‘Total Costs’ and ‘Revenue’ values.
NOTE: This is not actual profit unless the Job is fully invoiced and there are no Committed Costs.
Profit: Represents the profit by cost category using the ‘Total Costs’ and ‘Revenue’ values.
NOTE: This is not actual profit unless the Job is fully invoiced and there are no Committed Costs.
Committed Costs: Represents costs of purchased items which do not yet have an associated Bill, by cost category.
You will only see this for Parts & Materials table if you have the applicable version of threeway-matching Job Report table.
As Bills are created for these costs, this number will decrease.
All ‘Committed Costs' are part of ‘Costs’.
Costs: Represents all costs associated with Job by cost category
Revenue: Represents current estimated revenue by cost category, regardless of whether it has actually been invoiced for.
NOTE: This is not Actual Revenue, unless cost category is fully invoiced.
Quoted Job-Level (When Job has Quote(s) attached)
Estimated Margin: Calculation is based on all costs and quoted revenue.
NOTE: If you have the three-way-matching version of Job Report table which includes Committed Costs, these costs are included in Estimated Profit.
Estimated Profit: Calculation is based on all costs and quoted revenue.
NOTE: If you have the three-way-matching version of Job Report table which includes Committed Costs, these costs are included in Estimated Profit.
Budgeted Revenue: Represents quoted revenue.
Total Costs: Represents all costs associated with Job.
NOTE: If you have the three-way matching version of Job Report table which includes Committed Costs, these costs are included in Total Costs.
Labor Usage: Numerator represents all hours in ‘Submitted Hours' column of Job Report. Denominator comes from all Labor Hours added to attached Quotes
Invoicing Progress: Numerator represents the total amount of estimated revenue invoiced (excluding Voided invoices). Denominator represents quoted revenue.
If you add additional lines to quoted invoices, they are not considered in the denominator - only quoted revenue is included in denominator.
Quoted cost category Roll-Up
Quotes have only 2 types of line items which can be added. This means that all cost categories in the Job Report except ‘Laborʼ are combined in the second row to allow for tracking against quoted costs and revenue.
Budgeted Cost: Represents all costs in attached Quotes
Committed Costs: Represents costs associated with purchased items which do not yet have an associated Bill.
As Bills are created for these costs, this number will decrease. All ‘Committed Costs' are part of ‘Total Costsʼ.
You will only see this column if you have the applicable version of three-way-matching Job Report table.
Total Costs: Represents all costs associated with Job
Cost Variance: Formula: ((Budgeted Cost - Total Costs) / Budgeted Cost) * 100
Revenue: Represents quoted revenue from attached Quotes.
Profit: Calculation is based on all costs and quoted revenue.
Note: If you have the threeway-matching version of Job Report table which includes Committed Costs, these costs are included in Estimated Profit.
Quoted Job-Level (When Job has no Quote(s) attached but has Quote Amount)
There is no budgeted cost, or breakdown of revenue by Cost Category in Quoted Jobs which don't have Quotes. This means that we only show Job-level profitability metrics since we cannot break down expected revenue by cost category there is no budgeted cost metrics at any level
Estimated Margin: Calculation is based on all costs and Quote Subtotal.
NOTE: If you have the three-way-matching version of Job Report table which includes Committed Costs, these costs are included in Estimated Profit.
Estimated Profit: Calculation is based on all costs and Quote Subtotal.
NOTE: If you have the three-way-matching version of Job Report table which includes Committed Costs, these costs are included in Estimated Profit.
Budgeted Revenue: Represents quoted revenue. This value is either coming from the‘Quote Subtotal ʼ field if there are no Quotes tied to Job.
Total Costs: Represents all costs associated with Job.
NOTE: If you have the three-waymatching version of Job Report table which includes Committed Costs, these costs are included in Total Costs
Labor Usage: Numerator represents all hours in ‘Submitted Hours' column of Job Report. Denominator comes from all Labor Hours added to attached Quotes
Invoicing Progress: Numerator represents the total amount of estimated revenue invoiced (excluding Voided invoices). Denominator represents quoted revenue.
NOTE: If you add additional lines to quoted invoices, they are not considered in the denominator - only quoted revenue is included in denominator.
Frequently Asked Questions
Q: Why does the Estimated Margin appear as a negative value?
The Estimated Margin can appear as a negative value when the Estimated Costs are higher than the Estimated Revenue.
Formula:
Estimated Margin = Estimated Revenue – Estimated Cost
Example:
If your Estimated Revenue is $600 and your Estimated Cost is $1,200, the calculation would be:
$600 – $1,200 = –$600
In this case, the margin shows as negative because the costs to complete the job are greater than the revenue it generates. The system displays this as a negative percentage (e.g., –100%) to indicate the job is running at a loss.