The Repair Profitability report under Reports shows how much money your work orders actually make — the job charge against what you paid out in labor and parts. Use it for a periodic check on whether repairs, custom jobs, and manufacturing are pulling their weight.
What counts
Only customer jobs that have been invoiced are included — that’s realized revenue. In-house jobs (where the cost rolls onto one of your own inventory items instead of being billed to a customer) are left out. Jobs are dated by their completed date, falling back to the intake date if a completed date wasn’t recorded.
For each job:
- Revenue — the job charge (unit price × quantity), less any Adjustment given on the job’s invoice line.
- Cost — everything the job cost you: the cost on each of its steps (what you paid bench jewelers and outside vendors), the stones allocated to it, and any other costs recorded against the job. It’s the same cost the job’s invoice line carries in Gross Profit, so the two reports agree.
- Profit — Revenue − Cost.
- Margin % — Profit ÷ Revenue. Red when the job lost money; amber only if it falls under the Margin Warning % you set in Settings → Organization → Profit Reports (blank by default, so nothing is flagged); otherwise green. The Profit dollars beside it are colored by whether you made money, never by the margin.
Summary view (one row per job type)
Rolls everything up by job type — Repair, Custom, Manufacturing — so you can see at a glance which kind of work is most profitable. Click a job type to drill into its individual jobs.
Detail view (one row per job)
Every qualifying job with its envelope #, date, customer, description, revenue, cost, profit, and margin. The envelope # links straight to the work order. Use Detail to find the specific jobs dragging your margin down.
Filters
- Date range — defaults to month-to-date.
- Job Type — limit to repairs, custom, or manufacturing.
- Salesperson — limit to one person’s jobs.
- Store — if you have access to more than one.
A note on accuracy
Profit is only as good as the costs you record. If you don’t enter any costs on a job, it shows 100% margin — a flag that the labor/parts cost wasn’t captured, not that the job was pure profit. Revenue is the job’s quoted charge; if an invoice was later discounted, the report still uses the original job charge.
Permissions
This report shows cost and margin, so it requires the Profit Report permission — the same gate as Gross Profit. People without it won’t see the report tile.
Export to Excel or CSV, or email it on a schedule, like any other report.