How to Track Project Profitability in MyCloudBook: Track Income, Costs & Profit for Every Job

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Length: 15:12

Learn how to track project profitability and job costing in MyCloudBook. Create a project, quote the job with a project estimate and your markup, and link bills, expenses, and invoices to it. See the income, costs, profit, and margin of every project, compare actual and estimated figures, and lock a project when it is completed.

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Chapters

  1. 0:00 Introduction
  2. 0:27 Part 1 - Turn on Projects & create a project
  3. 3:22 Part 2 - How a project measures profit
  4. 4:22 Part 3 - Estimate the job
  5. 6:04 Part 4 - Purchases become costs
  6. 8:24 Part 5 - Invoice the customer & read the Ledger
  7. 10:18 Part 6 - Payments & credit notes
  8. 11:58 Part 7 - Finish the job & keep things tidy
  9. 14:31 Recap

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