UC-702
Improve Job Margin Visibility to protect margin and reduce cost
Live margin per job as crew, chemical and equipment cost posts, not at month end.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate margin known only after the month closes, loss making job types repeated because nobody saw the first, and bid assumptions never compared with actual field cost. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- Links the bid, the price book and the actual crew, chemical and equipment cost for each job.
- Calculates live margin per job, per crew and per customer as costs post.
- Alerts the regional manager while the job can still be corrected and feeds the next bid.
What It Removes
- Margin known only after the month closes
- Loss making job types repeated because nobody saw the first
- Bid assumptions never compared with actual field cost
Input Data RequirementsBids and quotes, job cost postings, crew timesheets, chemical and consumable issues, equipment charges
Output FormatLive margin by job, crew and customer, early warning list, bid calibration feedback
“Is this job making money while the crew is still on location?”