Here’s a way that I have figured out to get an idea on profitability on certain jobs. It’s a process so it probably will work best to choose certain jobs to audit until job costing is built into the platform. As with most processes they are only as good as the information you put into them. Skimmer allows you to add your product costs into the quote but that’s the end of the road after the quote is approved. I’ll show you a way to see the final job costs with some work arounds. Feel free to comment on ideas on how to make this more streamlined. 

Starting from an approved quote, add your related work order:

After saving your work order, add all line items to the items needed area of the work order:

Once the job is complete or you have purchased the parts, edit the price of each item in the items needed field. You can also do this from the shopping list tab. The price field needs to be used as your cost of the product and not the price to the customer. This only works if you create the invoices manually from the approved quote (prices are for instructional purposes only):

After updated all of the costs into your price fields go back to the original quote and add a new related invoice. Be sure to check the box for “use items from quote” and “include needed or installed items from work orders”:

After starting the invoice, select each installed item and put the amount as a negative:

The subtotal will show your gross profit of the job:

IMPORTANT: DO NOT SEND THIS INVOICE TO YOUR CUSTOMER. YOU CAN SAVE IT AS A DRAFT AND PRINT FOR YOUR RECORDS. I WOULD HIGHLY RECOMMEND DELETING THIS INVOICE AFTER YOU’RE FINISHED. 

Please comment if you have any suggestions on how to improve this process.