Overview
Estimated Profitability helps movers understand projected job profit early in the sales process. By applying crew costs and configured automatic expenses, SmartMoving calculates an estimated profit percentage and dollar amount directly on estimates and leads.
This feature supports more informed pricing decisions before a job is booked.
Estimated Profitability includes:
Crew compensation (based on your configured average rate)
Materials (when configured and added to the job)
Truck expenses (when enabled in Automatic Expense Rules)
Fuel costs (when enabled in Automatic Expense Rules)
Discounts applied to the estimate
You can also control whether the estimated profit value is visible while presenting an estimate.
Before You Start
Before using Estimated Profitability, confirm the following:
You have access to Accounting & Profitability settings.
Automatic Expense Rules for the following expenses are configured and enabled (if you want them included in calculations):
Materials
Truck Expenses
Fuel Cost
Your user role has the appropriate permissions:
Viewing the detailed profitability breakdown requires access to Profitability and Accounting permissions.
❗️Note: Estimated Profitability is a projection only. Actual profitability may vary based on real job costs and execution.
How To Configure Estimated Profitability
Set the Average Hourly Crew Rate
Go to Settings.
Open Accounting & Profitability.
Select Estimated Profitability.
Enter the average hourly rate you pay your crew.
Save your changes.
💡 SmartTip: This rate does not need to be exact. Use an average that reflects your typical labor cost to provide meaningful guidance during sales.
How Automatic Expenses Affect Estimated Profit
Estimated Profitability automatically incorporates configured expenses when they are enabled.
Materials
Material costs must be configured in your Tariff.
Materials must be added to the job (manually or synced from inventory).
Each material generates its own expense line in the profitability breakdown.
If materials are removed and the estimate is recalculated, the related expense is removed.
Truck Expenses
Truck expenses are included when enabled in Settings > Accounting & Profitability > Automatic Expense Rules.
There are two scenarios:
1. Trucks Assigned to the Job
If trucks are dispatched to the job:
One expense is created per assigned truck.
The expense is based on that truck’s configured settings (flat fee or per mile).
2. No Trucks Assigned
If no trucks are dispatched:
SmartMoving calculates an average truck expense.
The average is based on active trucks configured in settings.
The number of trucks used in the estimate determines how the expense is applied.
Per-mile calculations use the job’s mileage (for example, origin to destination miles).
Inactive trucks (based on end-of-service settings) are not included in the average.
Fuel Cost
Fuel costs are included when enabled in Automatic Expense Rules.
If trucks are assigned, fuel is calculated per truck using the job mileage.
If no trucks are assigned, an average fuel cost is used.
One fuel expense line appears in the profitability breakdown.
Note: If inventory or materials are modified, you may need to re-rate and recalculate to update profitability.
How To View Estimated Profitability on an Estimate
Step 1: Open an Estimate
Navigate to My Leads.
Open a lead.
Select the Estimate tab.
Step 2: Review the Estimated Profit Card
On the Estimate tab, the Estimated Profit card displays:
Estimated profit percentage
Estimated profit dollar amount
Both values update together when the estimate is recalculated.
If profitability is:
15% or higher – values display in green.
Below 15% – values display in red.
The percentage and dollar amount always sync in color.
How to Show or Hide Estimated Profit on an Estimate
When presenting an estimate to a customer, you can control whether the profit value is visible.
Step 1: Locate the Estimated Profit Card
On the Estimate tab within an opportunity, find the Estimated Profit card.
Step 2: Toggle Visibility
Click the Visibility Off icon to hide the profit values.
The icon changes to a Visibility icon.
When hidden:
If profitability is healthy (green), a green thumbs-up icon displays.
If profitability is below threshold (red), a red thumbs-down icon displays.
The percentage and dollar values are not shown.
Your selection is saved in your browser’s local storage and will persist for you on that device.
💡 SmartTip: Use this feature during in-home or live estimates when screen-sharing or presenting directly to a customer.
How to View the Profitability Breakdown
If your role includes profitability permissions:
On the Estimate tab, select Summary Breakdown.
Review:
Employee Compensation
Materials
Truck Expenses
Fuel Cost
Other Expenses
Discounts
Total Revenue
Total Cost
Net Profit
Profit Percentage
Auto-generated expenses are labeled accordingly.
You can add manual expenses if needed, but auto-generated expenses will recalculate when you re-rate the estimate.
How To Adjust Profitability with Expenses or Discounts
Step 1: Add or Modify Expenses
Add discounts from the estimate.
Add manual expenses in the profitability breakdown.
Modify materials, trucks, or fuel settings as needed.
Step 2: Recalculate
Re-rate the shipment.
Select Recalculate Estimated Profit if prompted.
➡️ The estimated profit percentage and dollar amount update immediately.
Note: If you modify materials, inventory sync settings, or truck assignments, you must recalculate for profitability to reflect changes.
Viewing Estimated Profitability in My Leads
Step 1: Open My Leads
The My Leads table includes a column labeled Estimated Profitability.
Step 2: Review Job Profitability at a Glance
As estimates are re-rated, the table updates automatically.
This allows teams to quickly see which jobs are projected to be profitable and which may require review.
Best Practices
Configure truck, fuel, and material costs accurately in Automatic Expense Rules.
Recalculate estimates anytime costs, discounts, materials, or trucks change.
Use visibility controls when presenting estimates to customers.
Limit access to detailed profitability breakdowns to appropriate roles.
Treat Estimated Profitability as a decision-support tool, not final accounting.
Troubleshooting
I don’t see the Summary Breakdown option
Confirm your role includes access to Profitability and Accounting permissions.
Profitability did not update after adding a discount
Make sure the estimate was re-rated and Estimated Profit was recalculated.
Estimated Profitability looks inaccurate
Review your average hourly crew rate in settings.
Confirm all expected expenses were added before recalculating.