If you pay for ads, the useful question is which areas actually make you money, not just which ones ring. This report puts every finished job in its postcode district and adds them up.
Find it
Open Reports and tap Areas. On a phone it's at the bottom of Overview. Pick Last 30 days, Last 90 days or Last 12 months. You need the permission to see Reports, which owners and managers have.
What each row shows
One row for each postcode district, like LS12 · Leeds or M20 · Manchester, the area that earned the most at the top:
- Jobs. Finished jobs there that earned something.
- Earned. What they were invoiced, before VAT if you're VAT registered. A job not invoiced yet counts its accepted quote.
- Left after costs and Margin. What was left after parts and wages, and what share of the earnings that is.
- Costed. How many of the jobs the margin is worked out from.
The area comes from the postcode of the work address, or the customer's postcode if the job has no address. Jobs with neither sit under No postcode at the bottom.
Why the margin counts only costed jobs
A job with no parts or wages put against it would look like pure profit, and a few of those would make an area look better than it is. So the margin and what's left count only jobs with their costs in, and the Costed column says how many that was, like 3 of 5 costed. A margin built on one job is worth knowing about before you move your ad money.
To get more jobs costed, put the parts on each job and set how each person is paid in Settings, Team. Every figure is before overheads like the van and insurance.
Download it as a sheet
Tap Download sheet for a spreadsheet with a row for every finished job in the period: the date it finished, the job number and type, the area, town and postcode, what it earned, and what it cost, what was left and the margin. It opens in Excel, Numbers or Google Sheets.
There are no customer names in it, so you can send it straight to whoever runs your ads.
Who sees it
Anyone with the permission to see Reports sees the jobs and what they earned. The costs, what was left and the margin also need the permission to see job costs, which by default is the owner and managers. Without it, the sheet leaves the cost columns out too.