Svc Job Work Order Profitability

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The Service Job Work Order Profitability Report is used to provide profitability information for the work orders assigned to service jobs. This report reflects actual costs for labor, material and other costs compared to price by work order. It provides key metrics to determine overall profitability for service job work orders.

Sort By Use the Sort By drop-list to set which field determines the report’s sort order. When Svc Job is chosen, the report will present the specified information in numerical order according to the Service Job Number.

Selection Criteria In the Selection Criteria area of the screen, change the Start and End value for any values of the available filter options. Users can select multiple selection criteria for the report.

  • Job: Input a specific job number or a portion of a job number. Click Find to bring up a list of jobs that meet that criteria. Select one, a few, or all of the jobs by clicking the check boxes next to the desired job numbers.
  • Dates: Select a From Date and To Date to include jobs between that range in the report. The user should also specify if the date range is Completed Date (the date the work order was completed) or Received Date (the date the work order was received).
  • Sites: Input a site name or a portion of a site name. Click Find' to bring up a list of sites that meet that criteria. Select one, a few, or all of the sites by clicking the check boxes next to the desired site names.
  • Job Types: Click Find' to bring up a list of job types or type in a portion of a job type to bring up a specific job type. Select one, a few, or all of the job types by clicking the check boxes next to the desired job types.
  • Servicers: Click Find' to bring up a list of servicers or type in a portion of a servicer's name to bring up a specific servicer. Select one, a few, or all of the servicers by clicking the check boxes next to the desired servicer names.
  • Status: Click Find' to bring up a list of job statuses or type in a portion of a status to bring up a specific status. Select one, a few, or all of the statuses by clicking the check boxes next to the desired statuses.
  • AR Account: Input a specific AR Account name or a portion of a AR Account name. Click Find to bring up a list of AR Accounts that meet that criteria. Select one, a few, or all of the AR Accoutns by clicking the check boxes next to the AR Accounts.
  • Chain: Click Find' to bring up a list of chains or type in a portion of a chain's name to bring up a specific chain. Select one, a few, or all of the chains by clicking the check boxes next to the desired chain names.

Once all of the selection criteria has been input, the user will click the Print button to run the report. The report will show a breakdown of the profitability of each work order that fits the selection criteria. Once in the report, the user can click on a job number to go directly to the complete job details for the selected job.