Check the profitability of each job

Workshop Software gives you the ability to check the profitability of each job before you send out a quote or invoice. Over time, this also helps you identify which types of jobs give you the highest profit margins.

Step 1: Open the Invoice and Click the Star Icon#

1. Open the invoice or job card you want to analyse.
2. Click the Star icon located in the top right-hand corner of the invoice.

Step 2: Select Analysis#

1. From the action menu, click Analysis.

Step 3: Review the Profitability Breakdown#

1. A pop-up window will appear showing the breakdown of overall profit.
2. Review the profit by product type - labour, stock, consumables, sublets, accessories, and tyres.
3. Check the total profit displayed in both dollars ($) and percentage (%).

Good to Know#

• Use this tool before sending a quote or invoice to make sure the job is profitable - or at least not losing you money.
• The analysis reflects the current line items on the job. If you make changes to products or pricing, re-open the analysis to see updated figures.
• Regularly checking profitability helps you spot trends and adjust your pricing strategy over time.

Frequently Asked Questions#

Does this include GST/tax in the profit calculation?#

The profit analysis is based on the ex-tax cost and sell prices of the products on the job.

Can I export the profitability data?#

The analysis pop-up is for on-screen review. For detailed profit reporting across multiple jobs, use the Reports section in Workshop Software.

Also Explore#

• Business Intelligence - Feature Overview
• Technician Productivity Tracking - Feature Overview
• Workshop University: What Is a Good Average Repair Order?
• Workshop University: Reading Your P&L - A No-Jargon Guide