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Reports & Growth

Find the pools and routes that are actually profitable

Operating margin combines revenue, technician pay, employer burden, chemical cost, and parts cost on one shared per-job basis.

Where: Money -> Profit by Route; Customer 360 -> pool margin; Recent Service -> Job cost

  1. Open Money -> Profit by Route and choose the period you want to review.
  2. Scan GM% by route, then open a route to see each pool visit's revenue, payroll, burden, chemical, and parts stack.
  3. From Customer 360, open a pool's trailing margin when one account needs investigation.
  4. Treat rows labeled estimated as planning values until an invoice is collected; collected rows use real refund-aware money.
Good to know
  • The default labor burden is planning-only and never changes technician pay or a customer invoice.
  • Low-margin attention signals require a repeated pattern, not one odd pool visit.