Question 1

What is profit analysis in field service software?

Accepted Answer

Profit analysis shows what each job actually earned after real costs: labor at its true loaded rate, materials at purchase cost, subcontractors and expenses. Field Promax puts revenue, cost, profit and margin on every work order, estimate and project, so you can see which work makes money and which quietly loses it.

Question 2

How does Field Promax calculate labor cost?

Accepted Answer

Each technician gets a base wage, a burden percentage for taxes and insurance, and a fixed hourly adder for truck, fuel, phone and tools. Loaded cost is wage times one plus burden, plus the adder. When a schedule is approved that rate is stamped onto the visit and never changes, so a raise in March does not rewrite January's job costs. Salaried staff can use a flat override rate instead of the formula.

Question 3

Can I see the margin before the job is done?

Accepted Answer

Yes. Estimates have their own Profit Analysis tab, so you see revenue, cost, profit and margin before the customer says yes. Once the estimate becomes a work order the same view follows the job through to close, and multi-phase projects roll every linked work order into one Costs and Profit tab.

Question 4

Should material cost come from the work order or from vendor bills?

Accepted Answer

That is a company-wide setting in Purchasing. “What is on the work order” prices product lines at their catalog cost, or the cost you typed on the line — right if every part goes on the work order. “What vendors billed” uses the approved vendor bills tied to the job instead — right if you buy through purchase orders, because it costs what you actually paid. Only one applies at a time, so a part is never counted twice. Contractor bills, labor and expenses are unaffected either way.

Question 5

My product costs come from QuickBooks. Will Field Promax use them?

Accepted Answer

Yes. Synced catalog costs are used automatically. If a cost is missing or wrong you can type a purchase cost on the product, paste a column in from a supplier price list, or override it on a single work order line. A cost you entered is never overwritten by a later sync.

Question 6

Why does a job show cost but no margin?

Accepted Answer

Because the data behind the margin is too thin to trust. If fewer than 80 percent of worked schedules carry a labor cost rate, or fewer than 80 percent of product lines resolve to a cost, Field Promax shows the cost, hides the margin, and lists the exact technicians and items that need a rate — rather than printing a confident number built on gaps.

Question 7

Who can see profit and pay rates?

Accepted Answer

Only users with the Allow to view Job Costing permission. Technicians without it see their work orders as normal but never see loaded labor rates, purchase costs or margins.

Question 8

What profit reports are available?

Accepted Answer

Four over any date range: Profit Analysis Details, Profit Summary by Service Provider, Profit Summary by Work Order and Profit Summary by Products — plus charts for profit over time, profit by job type, profit by service provider, profit by product and profit distribution.

Question 9

Why does a product show 100 percent margin?

Accepted Answer

Because it has no purchase cost on file. A blank cost reports as pure profit, which is misleading. Enter the cost on the product, or paste your supplier's price list into Product Costs, and the margin corrects itself on every job that uses it.

Profit Analysis Software for Field Service

Busy is not the same thing as profitable.

Revenue, Cost, Profit and Margin on Every Work Order

Cost Your Technicians Properly

Know Which Work Is Worth Doing

Material Cost, Your Way

Margin Before You Commit

Subcontractors and Expenses Counted

It Tells You When It Cannot Tell You

Color-Coded Margins

Reports and Profit Charts

Frequently Asked Questions

And Boost Productivity

And Boost Productivity