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Tuesday Tool Tip – Job Cost Report

Sep 30, 2024

Job Cost Report:

We made a recent addition to the Job Cost Report.

Now the Job Cost Report displays the Invoice Status on the main report. This allows everyone to easily see this status to better interpret the rest of the information on the report.

This Status field is also available when it is downloaded to Excel.

This update was made earlier in the year based on feedback from the user community. Therefore, please keep up the suggestions. We listen and take action.

Report Overview

Overall, the Job Cost Report allows your HVAC company to see the profitability of a Job. The Report contains the following information.

One, it lists all of the service calls for the time period selected. The list contains the name of the Technician, Customer, the type of Service Call, in addition to Invoice information.

The Invoice information includes the Invoice Status, Invoice Number, date and Amount. Next, the report lists the total time taken by the Technician on the call, the Gross Profit and the Gross Profit Percentage.

You can drill down into the report to see exactly how the Gross Profit and Gross Profit Percentage are calculated. Furthermore, all details about the call and job are present.

This is a great report to track technician and job performance.

 


Job Cost Report – Invoice Status

Job Cost Report - Invoice Status


 

 

About P3 HVAC Software

We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.   Please use this link to schedule a free demo of P3 HVAC Software.  Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.  Lastly, current users of P3 HVAC Software, please be sure to join our Private Facebook Group for great discussions with other HVAC Companies on how they are using the software for their HVAC business.

 

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We value feedback from the businesses we serve. Here’s what our users have to say.

The team nailed the telephone integration–we wouldn’t operate without it. Customer data pulls instantly for accurate booking, and support is fast and spot-on.

Jeff Strawbridge, General Manager
Ethridge Heating & Air (Birmingham, AL)
Wise Guys

Phone Integration instantly pulls up customer info when calls come in — what used to be cumbersome is now gone. It speed up calls, and the recordings and logs are fantastic.

Jim Wolf, President
Wise Guys Heating & Cooling (Cypress, TX)
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HVAC Business Solutions has really helped us get organized with scheduling and dispatch and consistent. Our techs and the people in the office love how simple it is to use and our customers appreciate the professional level of service we are able to deliver using the system. Anytime we need assistance, Meghan and Jason are always pleasant and helpful when we call. P3 HVAC Solutions is a 10 out of 10.

Aaron Bonin
Jack Gordon & Sons Inc.
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I first heard about HVAC Business Solution’s service software in a hvac-talk.com group for contractors and decided to give it a try based upon the feedback from other owners. I am glad I did! These guys solicit input from their customers and then take action which really sets them aside from the competition. They are very innovative and are constantly making what is already good even better. In the short period of time I have been on P3 HVAC Solutions, they have added a lot of new features and they have never charged me a dime more for them.

Larry Kapigian
Superior Air Heating & Air Conditioning
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We have been using flat rate pricing provided by HVAC Business Solutions for about 10 years now and it’s been a positive, profitable decision. The technology of being able to adjust pricing, update and customize individual pages, add new products as needed from their website are all phenomenal features. Creating flat rate pricing can be a time consuming and daunting task, but HVAC Business Solutions makes it easy. We look forward to a long lasting relationship between Bob’s Heating & HVAC Business Solutions.

Melissa Olsen
Bob's Heating & Air Conditioning
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Best change we made in 40 years in business. Literally reduced hundreds of hours work inputting services tickets and invoices into a program.

EZ Air
Harvey Shell
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