UC-733
Improve Job Pricing and Margin to protect margin and reduce cost
Every job priced against its real cost to serve, and the margin watched while it runs.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate margin known only after the month closes, prices set without the cost of mobilisation and standby, and discounts given with no view of the job's true 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 quote, the price book and the actual tool, crew and freight cost per job.
- Calculates live margin per job, per customer and per tool class.
- Alerts on jobs trending below the margin floor and feeds the next quote.
What It Removes
- Margin known only after the month closes
- Prices set without the cost of mobilisation and standby
- Discounts given with no view of the job's true cost
Input Data RequirementsQuotes and price books, job cost postings, crew timesheets, tool and freight charges
Output FormatLive margin by job and customer, below floor alert list, quote calibration feedback
“Is this job going to clear its margin floor?”
