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ℹ Advanced mode active — dept % shown are effective weighted averages from line-item splits.
Enter monthly amounts. Press Apply to push total to overhead field above.
Each expense has its own Install / Service / Maintenance split %. Dept OH totals are calculated directly from these rows. Press Apply when done.
| Expense | Monthly $ | Annual $ | Inst % | Svc % | Maint % | Inst $ | Svc $ | Maint $ |
|---|
| Role | $/Hour | Burden % | Annual BP | Adj. Hourly/MH | MD Daily (8hr) | Crew Day (CD) |
|---|---|---|---|---|---|---|
| Lead Installer | - | - | - | - | ||
| Assistant Installer | - | - | - | - | ||
| 2-Man Crew | - | - | - | - |
| Role | $/Hour | Burden % | Annual BP | Adj. Hourly/MH | MH + OH Rate | Daily (8hr) |
|---|---|---|---|---|---|---|
| Lead Technician | - | - | - | - | ||
| Junior Technician | - | - | - | - | ||
| 2-Man Crew | - | - | - | - |
| Tier | Man Hrs | Parts ($) | Parts Mkup % | NP % | Misc ($) | Flat Rate | NP % |
|---|---|---|---|---|---|---|---|
| BASIC | $0 | 0% | |||||
| GOOD | $0 | 0% | |||||
| BETTER | $0 | 0% | |||||
| BEST | $0 | 0% |
| Service Item | Man Hrs | Parts ($) | Parts Mkup % | NP % | Flat Rate | NP % |
|---|
Add $0 as "Owner Operator Overhead Draw" in the Advanced Overhead Builder on the Business Costs tab. This ensures your pricing covers the portion of your time spent running the business rather than billing in the field.
Adjust the weight % for each month to reflect seasonal demand in your market. Total should equal 100%.⚠ Weights don't sum to 100%
| Month | Weight % | Ad Budget | Revenue Target | Jobs Needed | Leads Needed | Max CPL |
|---|
| Period | Sales | Gross Profit | GP % | Labor Cost | Labor % | Field Hrs | Entries |
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| Date | Sales | GP $ | GP % | Labor $ | Hrs | Notes |
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Track whether each tech's daily/weekly billing covers their pay + burden cost. A ratio below 1.0x means the business is losing money on that tech's time.
Tech Summary — All Time
| Tech | Total Hrs | Billed Revenue | Labor Cost | Net Contribution | Revenue:Cost | Status |
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Recent Entries
| Date | Tech | Hrs | Billed | Cost | Net |
|---|