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.
Book a demoFifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.
The office
JOB-1042
Hot water changeover · R. Moretti, Ryde
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
Technician progress
Finished- Accepted17 Sep, 7:52 AM
- En route17 Sep, 8:40 AM
- On site17 Sep, 9:02 AM
- Finished17 Sep, 11:18 AM
Add partIts cost comes off JOB-1042's profit
The tech's phone
R. Moretti · Hot water changeover
Add part
Who paid for it?
CompanyTechnician
From catalog
- Tempering valve 15mm$145.00
- Copper elbow 20mm$8.50
- Flexible hose 300mm$18.00
The sell price is what the customer is invoiced. The cost price is for the office only.
Where profit on a job comes from
Revenue without the tax (GST in Australia), 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.
Each input arrives on its own
The office
- 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.
- Parts, at cost
- Added from your catalogue as they are used, in the office or on the phone. The customer is charged your sell price; profit uses the cost.
The tech's phone
- Parts, as they go in
- The tech adds each part from your catalogue, and who paid for it: company stock, or the tech, to be reimbursed.
- Tolls
- Typed in when the job is closed. Recorded for the job's profit, never invoiced.
- The payment
- Recorded at Finish job: cash, card on your own terminal, bank transfer, or Invoice later. The card fee applies only to card.
Eight tabs, one date range
The office
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, cancellations, close rate, average ticket, parts, tolls, cash and card taken, revenue. Cancellation reasons. A commission report for each tech, ready to 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 and lead source: leads, booked, cancellations, sales, turnover (revenue), net profit. With Steddy Loop, the ad spend sits beside them, typed in by day or brought in from Google Ads, and with it cost per lead, cost per job and return on ad spend.
- Metros
- Leads, jobs and revenue by metro, and how many leads became jobs there. Open a metro and it breaks down by postcode and area.
- Postcodes
- The top ten postcodes by revenue, and every postcode with its area, 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.
The tech's phone
Office only. Built from what each tech records on the job. Techs never open Reports.
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.
The dashboard in Steddy, with sample figures. Reports
- Overall performance
- Technicians
- CSRs
- Advertising
- Metros
- Postcodes
- Finance
- Parts
- Collected RevenueTotal collected
- Total LeadsReceived in period
- Jobs CompletedClosed in period
- Net ProfitAfter all costs & expenses
The top cards on the Overall performance tab, rebuilt from Reports in Steddy. Labels only. What the month made
The office
The profit and loss starts from what was invoiced and what was collected, takes out the tax (GST in Australia), then the direct costs: parts, tolls, card fees, technician commission, manager overrides. The line under them is your gross profit.
Then the cost of running the business. 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 Financial Summary's lines in order, as an Australian business sees them. Rebuilt from the Finance tab of Reports in Steddy. Labels only. The tech's phone
Office only. The tech's commission is one of its lines. Techs never see it.
The ads cost this much. What did they bring in?
The office
With Steddy Loop, Steddy sets up and runs the tracking numbers, so every call carries its source onto the lead, the job and the invoice. The Advertising tab then reads left to right: leads, booked, cancellations, sales, turnover (revenue), 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.
Advertising
- Campaign flow
- Lead Sources
- Campaigns
- Daily Spend
- Leadscame in
- Booked
- Cancelled
- Sales
- Turnover
- Net profitafter parts & tech
- Ad spend
The stages of the Campaign flow report, rebuilt from the Advertising tab of Reports in Steddy. Labels only. The tech's phone
Office only. The ad spend and what it returned stay in the office.
Who sees what
The office
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.
The tech's phone
Office only. Techs work in Steddy Crew and never open Reports.
See one job run, then see what it made.
Fifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.