Finances · updated 2026-08-08
Every order you expand in Order History includes a "Profit Intelligence" card: a live revenue vs costs donut, the cost breakdown, the margin, and a Profit Health verdict.
Before you start
The card shows "Revenue" (including customer-billed extras such as overweight fees), "Total Costs", and "Gross Profit", with the donut splitting costs and profit visually.
Costs are grouped as Landfill, Fuel, Driver Labor, Repairs, and Other, each with its amount. Customer-billed charges like overweight or damage are always treated as revenue, never as company costs.
The bottom strip shows the "Margin" percentage and a "Profit Health" label: "Strong", "Average", or "Weak", with a short tip next to it.
Click "Add Cost" on the card. The quick modal asks for "Amount ($)", a "Category" grouped into "Job Costs" (Landfill, Fuel, Driver Labor, Repairs & Maintenance, Subcontractor, Materials, Other Job Cost) and "Admin / Overhead" (Office, Insurance, Software, Licenses & Permits, Marketing, Payroll Admin, Taxes, Other Overhead), plus a "Note (optional)". Click "Add Cost" to save.
Both fields are required in the quick Add Cost modal; fill them and save again.
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