Job Costing is now possible in SmartMoving with the Profitability feature. This feature will allow you to easily track your profit, revenue, and expenses. Profitability is only available to clients that are on the Professional Plan or the Growth Plan.
Once a job has been closed the expenses will populate in the Profitability Tab of the opportunity. If the opportunity contains multiple jobs, the expenses will not populate until at least the first job has been closed. Some expenses will be at the job level and others will be at the opportunity level.
Auto-Generated Expenses
Once a job has been closed, SmartMoving will begin to look at which Automatic Expense Rules you have enabled for your company. If the rule is enabled, SmartMoving will run that rule and apply the expense to the opportunity automatically.
Step 1: Once a job has been finalized, close out the job.
Step 2: Navigate to the Profitability tab of the opportunity to view the expenses for the job.
Step 3: Add any necessary manual expenses.
Add a Manual Expense
Any additional expenses that you want to add to an opportunity, can be added manually. A manual expense can be added before any jobs are closed.
Step 1: Navigate to the Profitability tab of the opportunity.
Step 2: Click + Add Expense.
Step 3: From the drop-down menu select the Category for the expense.
Step 4: If this is a multi-job opportunity, select the Job Name that this manual expense needs to be connected with.
Note: If the opportunity only contains one job, this field will automatically populate with the Job Name.
Step 5: If you would like you can optionally add a description, but this field is not required.
Step 6: Enter the total cost of the expense.
Step 7: Click + Add Expense.
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