Profit & Loss Analysis

Get clear insights into your business's financial health. Track profitability in real-time and make data-driven decisions to grow your trades business.

Real-Time Financial Insights

Never wonder if you're making money again. Track every dollar from quote to completion.

Job-Level Profitability

  • Track profit margins on every job
  • Compare quoted vs actual costs
  • Identify your most profitable work types
  • Real-time profit calculations

Comprehensive Cost Tracking

  • Materials, labor, and equipment costs
  • Overhead allocation and tracking
  • Travel time and vehicle expenses
  • Subcontractor and vendor costs

Revenue Analysis

  • Track revenue trends over time
  • Compare monthly and yearly performance
  • Identify seasonal patterns
  • Outstanding invoices and receivables

Business Intelligence

  • Customer profitability analysis
  • Team member performance metrics
  • Service type profitability comparison
  • Win/loss ratio on quotes

Professional Financial Reports

Generate the reports you need for tax time, bank applications, or business planning.

P&L Statement

  • • Monthly, quarterly & yearly statements
  • • Revenue breakdown by service type
  • • Detailed expense categorization
  • • Net profit margin calculations

Job Profitability

  • • Individual job profit analysis
  • • Cost vs revenue comparison
  • • Margin analysis by job type
  • • Most and least profitable jobs

Customer Analysis

  • • Revenue per customer
  • • Customer lifetime value
  • • Top customers by profitability
  • • Customer payment patterns

Cost Breakdown

  • • Materials vs labor costs
  • • Overhead allocation report
  • • Cost trends over time
  • • Vendor spending analysis

Cash Flow

  • • Accounts receivable aging
  • • Payment collection timeline
  • • Cash flow projections
  • • Outstanding invoice reports

Performance KPIs

  • • Average job value trends
  • • Quote conversion rates
  • • Team productivity metrics
  • • Growth rate analysis

Make Better Business Decisions

Stop guessing and start growing with data-driven insights into your business performance.

Increase Profitability

Identify which jobs make you the most money and focus on growing those services.

Control Costs

Track where your money is going and eliminate wasteful spending across all areas.

Price Accurately

Use historical data to price jobs more accurately and win more profitable work.

Plan for Growth

Use trend data to make informed decisions about hiring, equipment, and expansion.

Take Control of Your Finances

Stop working blindly. Get the financial insights you need to grow your trades business profitably.