Understanding the job summary

You can track a lot of details on a job and the resulting metrics can be overwhelming. This article breaks down each section of the job information, so you can get the most out of this feature.

Job header

Open

1. Task: What activity took place, click to view the relevant task category in Admin

2. Client / Location: Where the job took place, click to view the relevant Client or Location in Admin

3. Date: When the job took place, click to view the relevant Pay Period

4. Tracking Type: One of Assign rows, Simple Summary, Tag & Track or Hours only

5. Total hours: All hours tracked by employees (excluding expenses)

6. Total units: All units tracked regardless of rate type (Hourly, Contract or Performance) with % calculated based on the total block units available.

7. Blocksheet: Only available for Assign rows jobs

8. Job notes: Always available, click to view and add comments

9. Relocate: Click to edit the Client, Location or Blocks. These can only be relocated ‘like for like’ you cannot add or remove.

Operational summary

Open

1. Date: When the job took place and the Pay Period status, click to view the relevant Pay Period and open and close if required. Editable only when Pay Period is open.

2. Task: What activity took place, click to view the relevant task category in Admin. Editable only when Pay Period is open.

3. Status: Is one of In-Progress, New, Approved and Complete. Always editable except if In-Progress.

4. Client approval: The job’s visibility for Clients with client access enabled. Always editable. Learn more about Client Access.

5. Project/s: Any linked Projects this job data is contributing to. Always editable.

Cost summary

1. Topups: When paying Contract rates, if an employee requires topping up to their minimum hourly rate the total cost for all employees applicable will show here. If none apply then this label will be hidden.

2. Paid Rest Breaks: When paying Contract rates, if an employee is entitled to paid break payments the total cost for all employees applicable will show here. If none apply then this label will be hidden.

3. Performance: When paying Performance rates, if an employee has earned a bonus the total cost for all employees applicable will show here. If none apply then this label will be hidden.

4. Overtime: Set per employee and contract type, if any employee is entitled to overtime the total cost for all employees applicable will show here. > Edit your overtime rules

5. Additional: A percentage-based additional cost set per employee and applied to all their jobs. > Edit your additional costs

6. Expenses: The total cost of any machinery, materials or equipment tracked on the job. > Edit your equipment

7. Total job cost: The combined cost of all of the above plus the base cost e.g. hours * hourly rate or units * unit rate tracked on the job

Pricing & Performance summary

1. Rate type: The job rate type applied to the main crew (Contract, Group contract, Performance, Group performance or Hourly) individual employees can be switched to Hourly one-by-one regardless of the job rate type. Editable only when Pay Period is open.

2. Rate: The job rate for the selected rate type e.g. unit rate or hourly rate. Editable only when Pay Period is open.

3. Cost per unit: The resulting cost per unit worked regardless of rate type. Not applicable for Hours only or when no units are tracked. Calculated from total cost / total units.

4. Avg. unit hourly rate: The resulting average hourly rate of all employees tracked by unit (Contract, Group contract, Performance, Group performance)

Invoicing summary

1. Invoice: The invoice this job is linked and contributes cost to

2. Status: The invoice status one of Draft, Complete or Sent (to Xero via integration)

3. Job revenue: Total sales value based on invoice job costing, default task or role sales rates if applied

4. Job profit: Total sales value minus total job cost

5. Job margin: Job profit divided by job revenue