Know your margin
Hours, value, cost and profit for the week, the month or the year ahead.
2 months free, no card needed.
The work is busy, but it is hard to tell whether the week is making money.
The dashboard shows the hours, value, cost and profit for the week, the month or the year ahead.
Profit and margin
Value less cost, with the margin beside it.
Your business today
Active customers, properties, team members and customers in an agreement, at a glance.
To do
Everything waiting on you, from quotes to price reviews, listed on the dashboard with a count.
Also included
- Week, month or year. The figures for the next week or four weeks, or a projection for the year.
- Scheduled hours. The hours of the visits in the diary, pencilled and booked, including travel and loading time when travel is on.
- Hours free. The hours still free in the range.
- Booking value. The value of the visits, shown without VAT.
- Team cost. Wages plus on-costs for the same range.
- Who is away. Who is on leave in the week or the month, and for how long.
Questions about this feature
How is my profit worked out?
The dashboard's Looking ahead card takes the value of the booked visits for the week, the next four weeks or the year, less each team member's wages and employment costs for the same time. VAT is left out of both. It is the profit on your team's time, before your other costs. It is an estimate to help you plan. Read more: Looking ahead
Do prices include VAT?
You enter your prices without VAT. If you are VAT registered, VAT is added at the rate in force on each visit's date and shown on emails, the customer portal and the exports, and any customer you mark as exempt is left out. Read more: VAT