Keep a stable job record
Use a unique job ID, service date, customer ID, vehicle category, and agreed scope. Keep the accepted quote and its assumptions so later rate changes do not silently rewrite the past.
Record actual revenue and costs
- Sales before tax, after any agreed discount.
- Actual labor hours and the labor cost used for the record.
- Materials consumed and job-related travel costs.
- The overhead allocated to that job.
- Amounts collected and the remaining customer balance.
Sales tax collected is separate from service revenue. An unpaid balance and job profit answer different questions: one concerns collections, the other compares recorded sales with costs.
Compare the estimate with the actual job
If actual work took longer, write down why: vehicle condition, extra scope, setup, or a missed assumption. Look for repeated patterns before updating your catalog. A single unusual job should remain visible as an exception.
What the toolkit automates
Its dashboard summarizes manually recorded jobs by month and vehicle category. It does not import banking transactions or automatically turn an accepted quote into a permanent job record. Collections are grouped using the service date, rather than a separate payment-date cash-flow ledger.
Explore the job workflow