Daily Totals Email - Profit and Loss
You can now choose to receive a daily email of all of your Accepted Jobs. The file can be viewed in a Spreadsheet, with a line for each Task in each Accepted Quote. Included in these lines is a total for the actual cost of Materials used in the Task, as well as a total for the projected labour costs of the Task. If you track your actual labour costs in your job management system, for example by using the ServiceM8 Job Costings add-in, you use these actual materials costs from this file in your accountancy system to measure actual profit per job.
Turn on your daily email:
- Go to >Configuration in the Admin Console, tap the >Email tab and tick the box for >Daily Quotes
- Enter an email an address to receive the email
- Set a time to send the email
See below: