The Profit tab is a month of your work on one screen: every finished job, what it earned, what it cost you and what was left. If you've been filling in a numbers tracker by hand, this is the same sheet, filled in from what's already in Mucka.
Find it
Open Reports and tap Profit. On a phone it's under Overview. It opens on this month; pick any of the last twelve from the list at the top.
You need the permissions to see Reports and to see job costs. Owners and managers have both by default.
Which jobs are in a month
A job counts in the month of its last invoice, by the date on the invoice. A job billed in stages, or with a deposit taken earlier, counts whole in the month its final invoice went out, so a month never holds half a job. Only finished jobs count.
An invoice that isn't on a job has no costs to set against it, so it isn't in these figures. The tab says how many of the month's invoices that is. Raise invoices from the job and they count.
The four figures at the top
- Earned. What the month's jobs were invoiced, before VAT if you're VAT registered.
- Left after costs. What was left once parts and wages came off, on the jobs that have both in.
- Margin. What share of the earnings that is. It's green at or over your minimum margin, amber under it and red for a loss. Set your minimum in Settings, Money, Your margin.
- Costed. How many of the month's jobs the margin is worked out from, like 18 of 24 costed.
Why only costed jobs count in the margin
A job with nothing put against it would look like pure profit, and a few of those would make a month look far better than it was. So the margin counts only jobs with their parts and wages in, and says how many that is.
The lists underneath
- Costed jobs, lowest margin first. Each job with what it earned, its labour, materials and other costs (skips, plant hire, subcontractors), what was left and the margin. The ones worth a look are at the top.
- By job type. Each type of job with its margin, so you can see whether boiler swaps pay better than call-outs.
- Costs not in yet. Jobs that earned money but are missing their parts or wages. Tap one to open it and add them. Setting how each person is paid in Settings, Team fills in the wages on every job at once.
Every figure is before overheads like the van and insurance. They're the same figures the Jobs list shows on each finished job.
Download it as a sheet
Tap Download sheet for the month as a spreadsheet: a row for each job with the date of its last invoice, the job number, customer, type, earned, labour, materials, other costs, total cost, what was left and the margin, then the month's totals. It opens in Excel, Numbers or Google Sheets.