Project financials — revenue, costs, and profit

Available on the Business plan.

Every project page answers the question that matters: is this job making money? Four stat cards do the math live.

Revenue

The sum of all invoices linked to the project, with a subtitle showing how much of it has actually been collected (payments received on those invoices).

Link invoices in the Invoices panel at the top of the project page — pick any existing invoice by number and it counts immediately. Unlinking removes it from the math without touching the invoice itself. Invoices converted from a proposal linked to the project arrive pre-linked.

Total Cost

Two ingredients, shown separately in the subtitle:

  • Expenses — every expense linked to the project (link them from the project's Expenses tab)
  • Labor — every hour on the Time tab, multiplied by its hourly rate

Profit and margin

Profit = Revenue − Total Cost, with the margin percentage beside it. Green is good; red means the job is underwater — better to know mid-job than after.

Budget

Your budget / contract value, for comparing against actuals. When change orders are approved, their total appears alongside the budget so you can see how the scope has grown.

Keeping the numbers honest

The financials are only as complete as what you link:

  1. Link every invoice for the job the moment you create it
  2. Link expenses as you incur them (materials, subs, permits)
  3. Log time with real hourly rates — labor is usually the biggest hidden cost

Do those three consistently and the projects list becomes a truthful profitability report across your whole book of work.