You know what you charged. Do you know what you kept?
Profit on every job after parts, tolls, the card fee and the tech's commission. A profit and loss with the rent, the insurance and the software in it. Reports are in every plan, whether you advertise or not.
Fifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.
Four tiles appear: revenue today, jobs booked, close rate and average ticket. The last seven days of revenue grow in as bars, today the highest. A new job is booked; revenue today and jobs booked tick up, and today's bar rises.
Eight tabs, one date range
Pick any range, compare it with the one before, and every tab answers for that period.
- Overall performance
- Collected revenue, leads, jobs completed and net profit after every cost, for any date range, against the period before. Revenue by metro. A panel called How the Numbers Connect, so the totals reconcile.
- Technicians
- Per tech: jobs, closed, cancelled, close rate, average ticket, parts, tolls, cash and card taken, revenue. Cancellation reasons. A commission report for each tech you can download and hand over.
- CSRs
- Per person on the phones: leads, booked, book rate, same-call rate, held rate, lost, answered inside five minutes. Leads by hour and day, so you staff the phones when the calls come.
- Advertising
- Per campaign: leads, booked, cancelled, sales, turnover, net profit, ad spend. Cost per lead, cost per job, return on ad spend. Enter spend by day, or have it come from Google Ads. With Steddy Loop.
- Metros
- Leads, jobs and revenue by metro, and how many leads became jobs there. Open a metro and it breaks down by postcode and suburb.
- Postcodes
- The top ten postcodes by revenue, and every postcode with its suburb, jobs, revenue, average ticket and conversion. Where the work that pays actually is.
- Finance
- What was invoiced, what was collected, what is outstanding and how old it is: current, 31 to 60 days, 61 to 90, over 90. Payments by method. Bank reconciliation. Your expenses. The profit and loss.
- Parts
- What parts cost you, what you charged for them and the margin, by tech and by metro. Which came from your stock and which the tech bought.
Where profit on a job comes from
Revenue without the GST, less the parts at cost, less tolls, less the card fee, less the tech's commission. What's left is the company's profit on that job, and it's on the job record the moment the job closes. The average across the month is one number on the Overall tab: Avg Job Profit.
Nobody sits down at nine at night to work it out, because each input arrives on its own.
- Parts, at cost
- Added from your catalogue as the tech uses them, in the office or on the phone. The customer is charged your sell price; profit uses the cost.
- Tolls
- Typed in when the job is closed. Recorded, never invoiced.
- The card fee
- Worked out on every card payment from a rate you set once.
- The tech's commission
- A percentage set once per tech, on the profit before their pay. A manager's override, if you pay one, the same way.
Live CalculationsJOB-1042
- Revenue (inc. GST):
- $2,178.00
- Revenue (ex. GST):
- $1,980.00
- - Parts Cost:
- -$980.00
- - Toll Cost:
- -$0.00
- - Card Processing Fee (1.75%):
- -$38.12
- Job Profit (before tech):
- $961.88
- - Tech Commission (20%):
- -$192.38
- Company Profit:
- $769.50
What the month made
The profit and loss starts from what was invoiced and what was collected, takes the GST out, then the direct costs: parts, tolls, card fees, technician commission, manager overrides. That line is your gross profit.
Then the overheads. Ad spend, and your company expenses by category: office staff, rent, insurance, software, accounting, telephony, utilities, and the rest. Enter each one once with how often it recurs, weekly to yearly, and the month carries it. What's left is net operating profit. Not "we had a busy month". A number.
Reports
- Overall performance
- Technicians
- CSRs
- Advertising
- Metros
- Postcodes
- Finance
- Parts
Financial Summary (P&L)
- Total Invoiced (inc. GST)
- Collected Revenue (inc. GST)
- Less: GST on Collected
- Net Revenue (ex. GST)
- Parts Cost
- Toll Costs
- Card Processing Fees
- Technician Commission
- Manager Overrides
- Gross Profit
- Advertising & Marketing
- Company Expenses
- Net Operating Profit
The ads cost this much. What did they bring in?
With Steddy Loop, each campaign has its own tracking number, so every call carries the campaign it came from onto the lead, the job and the invoice. The Advertising tab then reads left to right: leads, booked, cancelled, sales, turnover, net profit, ad spend, and the return on that spend. Cost per lead. Cost per job. Per campaign, per lead source, per day.
Ad spend is typed into a daily grid, or comes across from your Google Ads account. The agency's campaign sits in the same table as every other source: what it cost, what it brought in, what that made.
Advertising
- Campaign flow
- Lead Sources
- Campaigns
- Daily Spend
- Leadscame in
- Booked
- Cancelled
- Sales
- Turnover
- Net profitafter parts & tech
- Ad spend
Who sees what
Admins see all of it. Office staff on the phones see the Technicians and CSRs tabs and their own row; profit, commission and the profit and loss are not theirs to see. Techs work in Steddy Crew and never open Reports.