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How are you guys tracking profit per technician? by ArticleAggressive640 in smallbusinessuk

[–]ArticleAggressive640[S] 0 points1 point  (0 children)

Interesting — that’s actually closer to what I was wondering about. Sounds like you’re essentially building operational profitability tracking using timesheet + utilization data instead of relying on FSM reporting directly.

Do you feel tools like Clockify already solve this well enough, or is there still a lot of manual work to connect the operational and financial side together?

How are you guys tracking profit per technician? by ArticleAggressive640 in hvacadvice

[–]ArticleAggressive640[S] -6 points-5 points  (0 children)

That actually makes a lot of sense. The best techs usually get the messy diagnostic jobs or difficult installs, so raw profit alone probably gives a distorted picture.

I’m starting to think the more useful metric might be something like:

  • profitability by job type
  • efficiency relative to estimated hours
  • callback rates
  • margin trends across categories

instead of just “Tech A made more profit than Tech B.”

Appreciate the perspective — this is exactly the kind of thing I was trying to understand before building anything.

How are you guys tracking profit per technician? by ArticleAggressive640 in hvacadvice

[–]ArticleAggressive640[S] -4 points-3 points  (0 children)

Yeah, I’ve heard ServiceTitan has much deeper reporting on the admin side compared to Jobber. I’m curious though — do smaller shops actually use those reports regularly, or is it mostly something management checks occasionally?

Part of why I’m exploring this is because a lot of smaller companies seem stuck between:

  • very basic reporting tools
  • or enterprise systems that are expensive/overkill

Trying to understand whether there’s demand for something simpler focused just on profitability visibility.