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Job Variance Reports

Observe monetary changes in a Job as you move along the journey, from start to finish, estimate to actual.

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Written by Sparky Admin
Updated over 3 years ago

On selecting Job Variance Reports from the menu, you are initially presented with a list of Jobs. You can filter the jobs by Job Status and Search criteria.

Select a Job from the list above to see the Job Variance Report for that job.

Example:

The price related components in the report are:

  • Products, Labour, Other Items and Pre-builds

  • Company pricing defaults, whether Mark-up or Margins

  • Gross and Net calculations, P/L and Margin %

  • Invoice Value and Percentage

  • Expenses not invoiced e.g Fuel (show as Net deductions)

The two main columns, Estimate and Actual are described below:

  • Estimate (Job status set In-Progress)

As soon as the Job status changes from draft to ‘In-Progress’ all values of price related components across Products, Labour, Other Items and Pre-builds in the Job, show up in both the Estimate and Actual columns (initially the values will be the same as changes in the Job have not been made yet)

  • Actual (Job status can be In-Progress all the way to Job Done/Invoiced)

As the Job progresses, and say, additional Products, Labour, Other Items or Pre-builds are added, new totals will show up in the Actual column, and then one can compare these values against the initial Estimate column, hence a variance report.

Expand Rows (via drop down arrows):

Within the Job Variance Report, each of the top four rows relating to Products, Labour, Other Items and Pre-builds, can be expanded by clicking on the drop down arrow. This then shows a full breakdown of items within the Job for that component.

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