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
- Open Money -> Profit by Route and choose the period you want to review.
- Scan GM% by route, then open a route to see each pool visit's revenue, payroll, burden, chemical, and parts stack.
- From Customer 360, open a pool's trailing margin when one account needs investigation.
- 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.