The Profit and Loss breakout is a tool to help you track your margins and profits for each piece of equipment, category of labor, factors, and more.

Where to find the P&L Breakout

From the Project Overview, you are able to access the Profit and Loss breakout under Additional Tools.

What you will find in the P&L Breakout

At the top of the P&L Breakout, you will find Equipment Details with all of the financial information for the extended quantities of your Equipment. This area combines all instances of identical items into one line for easy viewing.

You will also find a detailed hourly breakout of the labor rates on your project, a breakdown of labor by category, and the information on each of your factors. You can also choose to break your labor out by phase to get a clearer look at how much labor is happening at each point of your Installation process.

At the very end of the P&L Breakout, you'll get a final roundup of your Project Cost vs Price and information on your profits and project margins.

You can also find a CSV export of the Breakout at the very end of the page as well.

Have any questions? Feel free to reach out to us here in Support Chat and we'll be happy to help!

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