PR-7001 · Live
Margin Minder
When a job closes, Margin Minder works out what it actually made and what it cost. It pulls the job's revenue and its labor, parts, equipment, and subcontractor costs, then figures the gross margin and margin percentage on the spot. Jobs that come in under the margin the operation expects get flagged. An alert goes out the same minute. The Operations Manager opens the flagged job and sees the full breakdown of where the money went. They note what they did about it. Margin by technician, business unit, and job type stacks up into a trend the manager can read at a glance.
The promise
A job that comes in light gets flagged the day it closes, already figured and ready to act on, with no need to pull revenue and cost into a spreadsheet job by job. The bad-margin job shows up while there is still a pattern to catch. The time that used to go into reconciling numbers goes back into fixing the process that caused the slip.
How it works
The path from input to value.
- 01
A job closes
A completed job comes in from the connected ERP, or the Operations Manager uploads a job export as a CSV.
- 02
Margin Minder figures the margin
It combines the job's revenue with its labor, parts, equipment, and subcontractor costs and works out the gross margin and margin percentage.
- 03
It checks the job against the operation's thresholds
The job is measured against the margin rules the operation set, using the most specific rule that fits the technician, job type, or business unit.
- 04
Light jobs get flagged and an alert goes out
Jobs that come in under spec are flagged and an alert is sent on the channels the operation turned on.
- 05
The manager acts and watches the trend
The Operations Manager opens the flagged job, reads the full breakdown, and records what they did. Margin by technician, business unit, and job type rolls up into a trend.
The day before. The day after.
Same moments. Lived differently.
In the daily ops huddle, a tech mentions a commercial install that fought them for two days. The Operations Manager makes a note to check the margin on it later.
8:30 AMBefore the huddle, the Operations Manager opens Margin Minder to a queue of last night's flagged jobs. The two-day install is at the top, already figured at 6%.
8:30 AMBefore
In the daily ops huddle, a tech mentions a commercial install that fought them for two days. The Operations Manager makes a note to check the margin on it later.
After
Before the huddle, the Operations Manager opens Margin Minder to a queue of last night's flagged jobs. The two-day install is at the top, already figured at 6%.
Between capacity modeling, they pull the install's revenue from the ERP and start chasing the labor and parts costs across two systems. The numbers are messy and the check gets half-finished.
11:00 AMThey open the job, see the labor cost ran nearly double the estimate, add a note, and bring it to the huddle while the crew still remembers the job.
11:00 AMBefore
Between capacity modeling, they pull the install's revenue from the ERP and start chasing the labor and parts costs across two systems. The numbers are messy and the check gets half-finished.
After
They open the job, see the labor cost ran nearly double the estimate, add a note, and bring it to the huddle while the crew still remembers the job.
At the close, the margin on that install finally lands. It ran at 6%. So did four others like it. The pattern is a month old and the jobs are long gone.
Month endThe trend view shows three more installs of the same type trending light. They fix the estimate template before the next one books.
Month endBefore
At the close, the margin on that install finally lands. It ran at 6%. So did four others like it. The pattern is a month old and the jobs are long gone.
After
The trend view shows three more installs of the same type trending light. They fix the estimate template before the next one books.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Does not calculate, allocate, or reassign job costs; it reads the cost figures the ERP or data upload provides.
- ×Does not write anything back to the ERP.
- ×Does not produce financial statements, profit-and-loss, or tax output.
- ×Does not forecast or predict future margin.
- ×Does not change dispatching, scheduling, or job assignments.