How Can I Track My Job Costs in JobNimbus?

Learn how to use the Profit Tracker to track the cost of your jobs.

On This Page

• Using the Profit Tracker
  • Importing Estimates
  • Importing Material Orders
  • Importing Work Orders
• Viewing Cost
  • View More Metrics

Using the Profit Tracker

Navigate to the desired Job and select the Profit Tracker tab. 

Importing Estimates

In the top right corner, select the Settings option. 

Select the Estimate Icon from the menu on the left of the settings window. Here, you can:

1. Search for Estimates by entering the Estimate number. 
2. Select one or more Estimates to add to your Profit Tracker by checking the box.
3. Choose to import your Estimate(s) with individual line items or with price only.
4. Once you have selected the Estimate(s) and your preferred import option, click the Add Estimates button to import them into your Profit Tracker.
5. If you do not have an Estimate that you wish to import, you can instead manually enter your planned revenue.

Importing Material Orders

To import Material Orders, select the Settings option in the top right corner.

Select the truck icon from the menu on the left of the settings window. Then, select the Material Order(s)  you would like to import. Once you are done, select Add Material Orders. 

Importing Work Orders

To import Work Orders, select the Settings option in the top right corner.

Select the tool icon from the menu on the left of the settings window. Then, select the Work Order(s)  you would like to import. Once you are done, select Add Material Orders. 

Viewing Cost 

In the Cost section, you will see the line items of each of the documents you have imported. In this view you can:

1. 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.
2. Edit your section name (Manual Section option only).
   1. Note: If you are importing multiple documents, each document will import as it's own section. We recommend naming each section to avoid confusion.
3. View the planned total and actual total.
4. Duplicate or delete your section.
5. Drag and drop by selecting the six dots on the left of the item name 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, or delete items by clicking the three dots and selecting delete.
6. Add Line Items (Manual Section option only).
7. Add Section (Manual Section option only).

View More Metrics

Once you have added your financial documents or manually entered the price, you can see the imported or entered numbers at the top of the screen.

If the numbers displayed here are not as expected, select the View More button to see more Profit Tracker metrics.

In the View More sidebar, you will find additional metrics.