Overview

Estimated Profitability helps movers understand projected job profit earlier in the sales process. By applying an average crew cost and estimated expenses, SmartMoving provides a ballpark profitability percentage on estimates and leads.

This feature is designed to support better pricing decisions before a job is booked.

Before You Start

Before using Estimated Profitability, confirm the following:

You have access to Accounting & Profitability settings.
An average hourly crew rate is configured.
Your user role has the appropriate permissions:
- Viewing the detailed profitability breakdown requires access to Profitability and Accounting permissions.

❗️Note: Estimated Profitability is an estimate only. Actual profitability may vary based on real job costs and execution.

How To Configure Estimated Profitability

Step 1: 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 To View Estimated Profitability on an Estimate

Step 1: Open an Estimate

Navigate to My Leads.
Open a lead and go to its Estimate.

Step 2: Review the Estimated Profit Card

On the estimate, locate the Estimated Profit card.
The card displays:
- Estimated profit amount
- Estimated profit percentage

❗️Note: If your role includes profitability permissions, you can select Summary Breakdown to see more detail.

How To Adjust Profitability with Expenses or Discounts

Step 1: Open the Summary Breakdown (If Permitted)

Users with profitability access can:

Add expenses such as:
- Discounts
- Materials
- Additional estimated costs (for example, tolls or parking on interstate moves)

Step 2: Recalculate Profitability

Add or adjust expenses.
Select Recalculate Estimated Profit.
Re-rate the shipment when prompted.

➡️ The Estimated Profit updates immediately based on the new values.

Note: Anytime costs or discounts change, the estimate must be recalculated to reflect accurate profitability.

Understanding Profitability Indicators

Estimated Profitability below 15% is highlighted in orange or red.
This threshold helps quickly identify jobs that may not meet profit expectations.

SmartTip: Use this visual indicator during the sales process to reassess pricing, discounts, or job scope before booking.

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

Review Estimated Profitability before applying discounts.
Recalculate estimates anytime materials or costs change.
Limit access to the profitability breakdown to appropriate roles to protect compensation visibility.
Use Estimated Profitability as a guide, not a final accounting tool.