Learn how to use the Profit Tracker to track the cost of your jobs.
Please be aware that this feature is currently in Beta. If you would like to sgne up for early access to this feature, click here.
Using the Profit Tracker
Navigate to the desired Job and select the Profit Tracker tab.
From here, you can add an estimate from the Job or you can enter the price manually to calculate your projected revenue. 
Note: If you are using the Add Estimate button, you can add multiple estimates by clicking the Add Estimate button for each Estimate you would like to add to the Profit Tracker.
Please be aware that you cannot use both Add Estimate and Enter Price Manually on one Profit Tracker record.
If selecting the Add Estimate button, you will be prompted to select an estimate. You can also use the search bar to search by the Estimate number.
Once you have selected the estimate you would like to import, select Import line items if you would like to import all line items from that estimate. If you would like to import only the total price of the Estimate, select the Price only option. Once you have made your selection, click Add Estimate.
If importing line items from estimates, you will also see the line items in the cost section of the record. In the Cost section, you can: 
- Group items by manually sorting them into sections by leaving the dropdown on Manual Section, or select the Cost Type option to have your items automatically sorted into separate sections for Material and Labor.
- Edit your section name (Manual Section option only).
- View totals by Dollar amount or by percentage.
- Drag and drop to reorder line items, view which estimate the item is linked to by clicking the blue link icon on the right side of the item row, delete items by clicking the three dots and selecting delete.
- Add Line Items (Manual Section option only).
- Add Section (Manual Section option only).
Once you have added your estimate or manually entered the price, you can see the imported or entered numbers at the bottom of the screen.
If the numbers displayed here are not as expected, select the Show More button to see more view options.
In the Show More sidebar, you will find more totals that you can move to your Favorites section. To do this, click and hold the six dots on the left of the metric you want to move from the Favorite section first, then click and drag your preferred metric from the Others section into Favorites.
Be sure to save your progress by selecting the blue Save and Exit button in the top right corner once you have finished.