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How to View Margin Analysis

This guide provides steps to view margin analysis to assess profitability.

Step by Step Guide:

    1. Navigate to JOBS > Estimates.

    2. Select the Job No.

    3. Select Settings > Margins.

    Users can also run a report showing the Margins for multiple estimates.

    4. Navigate to JOBS > Estimates

    5. Select the Job No on multiple estimates.

    6. Select Margin Summary

    7. Select between Summary or Detail.

    8. Select PRINT to view the report or EXCEL to export the report data into an Excel file.