Purchase orders
Supplier orders and invoices tied to each job
Learn moreJob costing & analytics
Job costing and analytics that show what you actually made
Financial Analytics brings revenue, unpaid invoices, purchase orders, expenses and net profit together for any period, built from the jobs and orders already in Universal Workflow.
Free forever plan · No credit card required
The problem
Busy isn't the same as profitable
You can see the bank balance, but not which jobs made money, which customers still owe you, or what your margin really was last quarter.
Profit after the fact
The accountant tells you months later whether the year was good.
Costs not tied to jobs
Material and supplier costs aren't linked to the work they paid for.
Tax by spreadsheet
Working out the tax you collected and paid takes an afternoon.
How it works
Your numbers, from the work you already track
Revenue, unpaid and profit at the top
Choose a year, a month, or the last three or five years. The headline cards show gross revenue, net revenue before tax, unpaid revenue, the number of orders and net profit with its margin, each compared with the same period before.
- Revenue by month: click a month to open it
- Payments received for the period
- Export to CSV, or print a PDF
Where the money went
See the cost breakdown across material, services, labour and shop supplies, revenue by material, and the completed jobs in the period with their payment status. Purchase orders and other expenses are listed for the period and subtracted to give net profit.
- Purchase orders and expenses by period
- Tax collected, tax paid and net tax to remit
- Every figure rounded the way it's shown, so the totals reconcile
What changes
Decisions based on real numbers
Profit by period
Net profit and margin for any month or year.
Unpaid at a glance
See how much is still owed, and what share of revenue it is.
Costs where they belong
Purchase orders and expenses reduce profit for the period they fall in.
Tax worked out
Tax collected, tax paid and the difference.
Compare periods
Every headline figure is compared with the period before.
Share it
Print a PDF or export a CSV for your accountant.
Example
Checking the third quarter
An owner reviews July to September before a planning meeting.
- Pick the period. Choose the year, then each month, or look at the year so far.
- Read the headline. Revenue, unpaid revenue and net profit with margin, against last year.
- Find the drivers. Revenue by month shows which months carried the quarter; the cost breakdown shows where money went.
- Send it on. Export the CSV for the accountant.
FAQ
Questions about job costing & analytics
Can’t find your answer? Send us a message and we’ll get back to you.
How is net profit calculated?
Net revenue before tax, minus the purchase orders and other expenses recorded for the same period, each before tax.
What is job costing?
Tracking what each job cost in materials, labour and supplies, so you can compare it with what you charged. Universal Workflow uses the costs on each job's estimate and the purchase orders tied to it.
Can I see tax collected and paid?
Yes. Analytics shows tax collected on invoices, tax paid on purchase orders and expenses, and the net amount.
Can I export the numbers?
Yes. Export revenue to CSV or print the page as a PDF.
Which plans include analytics?
Job costing and profit tracking are on Essentials and above. Full analytics is on Growth and Premium.
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See what your jobs really earn
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Free forever plan · No credit card required