Profit in the menu: jobs completed in a month, quarter, half-year or year, with sales, gross and net profit, the difference and why, and totals by category. The flashing Profit alerts button on the dashboard lists jobs from the last four months whose net came in more than 10% under gross. The 10% and the default cost per hour are in Settings → Profit & categories.
Confirming and clearing an alert
- Click the flashing Profit alerts button, or open the job’s Costs page.
- Look at the reasons. If you want, type a note (what happened, what you did about it).
- Click Confirm I’ve reviewed it. The job shows 1 of 2 confirmed with your name and note.
- When a second Admin / Manager confirms, the alert is cleared: it comes off the dashboard button and moves to Cleared alerts at the bottom of the page.
Changed your mind? Take back my confirmation. If more costs come in later and the net drops further, the alert comes back and the earlier confirmations are marked net dropped since. How many confirmations are needed (2 by default) is set by an Admin / Manager in Settings → Profit & categories; if the company has only one Admin / Manager, one is enough.