You can track work across different states by enabling the location tracking and projects features. These tools allow you to tag every transaction with a specific state so the data flows directly into your project reports.
- Click the Gear icon and select Account and settings.
- Go to the Advanced tab and select Categories.
- Turn on Track location and select Save.
- To set up your states, click the Gear icon and select All lists.
- Select Location and then New to add each state.
Whenever you create a transaction, make sure to select the correct location and link it to your project. This ensures the data appears in your job costing.
To see your results:
- Go to your projects and select Project reports.
- Find Project profitability and select View.
This report shows a real-time breakdown of your income against your actual expenses and labor. It helps you see exactly where your money is going and if your jobs in different states are hitting your target profit margins.
Have more questions about your reports? Drop a reply below, and we'll be happy to help.
