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Profit comes from the hauler’s invoice and the scale ticket on each job.

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ReportsSummaryReconciliationOperationsPlannerScale ticketsSeptember

Revenue$41,0908.4% vs Aug

Cost$29,63892% from real bills

Margin27.9%2.1 pts vs Aug

Brokered margin$3,41023 jobs

Margin by line of business$11,452 total

Roll-off · own trucks$6,48032.6% · $19,860

Brokered$3,41023.2% · $14,720

Porta potties$1,05026.4% · $3,980

Temporary fence$42025.6% · $1,640

Junk removal$9210.3% · $890

Cost from approved hauler bills and scale tickets, not estimates

Top customers · Sep

Cedar Construction31.0% margin

$2,140

Harbor Plaza LLC34.2% margin

$1,186

Blue Ridge Builders28.1% margin

$960

88 Canal Partners21.9% margin

$610

To reconcile3

#0412 · RiverbendBilled $514 against $500 quoted

+$14

#0409 · SummitOne invoice covers two jobs

Split

A-48790 · County Landfill6.04 t · no job yet

Attach

Summary

Group the month your way

By customer, hauler or line of business. Every real job counts once.

September · margin

CustomerRevenueMargin

Harbor Plaza LLC$9,840$3,628 36.9%

88 Canal Partners$7,120$1,906 26.8%

Cedar Construction$6,480$1,490 23.0%

Sunrise Remodel$2,150$770 35.8%

HaulerJobsMargin

Riverbend Hauling9$1,210

Summit Container7$1,140

Heartland Site Services4$620

Prairie Roll-Off3$440

Line of businessRevenueMargin

Own trucks$26,370$8,042 30.5%

Brokering$14,720$3,410 23.2%

All of September$41,090revenue$11,452margin · 27.9%

Plays on its own

Operator

Just ask

Read-only, with the same numbers as the reports.

OperatorRead-only · your workspace only

What did we make on Harbor Plaza this year?

Harbor Plaza LLC, jobs dated Jan 1 – Sep 15: revenue $9,840, cost $6,212 (all from hauler bills and scale tickets), profit $3,628, margin 36.9%. Billed $9,840, paid $8,644, outstanding $1,196, INV-1042, due Oct 15.

Which pickups are overdue?

None overdue. One container is past its included days: Riverside Storage, 30 yd at 1450 Front St, day 17 of 14. The swap is on today’s route at 1:40 PM and the 3 extra days are queued for your review.

Every number comes from a tool call on your data · the same rule as Reports and the customer profile

Reconcile

What doesn’t add up, in one list

Quoted vs actual, a split invoice, a ticket with no job, a job nobody invoiced.

Planner

Enough 30s for Thursday

Cans going out and coming back by size and day, against what’s in the yard.

Cash flow

The next 30 days

Open invoices, what’s due and what’s overdue, by name.

Operations

Jobs, miles and hours

Per driver and truck, from the odometer and the time clock.

Custom & exports

Your columns, your filters

Build the report you want and export it to CSV.

CSV exportBy monthBy customerBy haulerBy driverBy marketScale ticketsDiversion

FAQ

Questions about reports

Something else? Email us. A person replies.

What cost does a brokered job show before the hauler bills?

The quote from their rate card, marked as an estimate. It shows verified once their bill is approved.

One hauler bill covers the whole rental. Does the cost count twice?

No. It replaces the estimates on the delivery, swaps and pickup, so it counts once.

Who can see the margin?

Owners and office staff. Dispatchers can’t open reports, and the server enforces it.

Does cash flow count what I owe haulers?

Yes. Hauler bills coming due sit beside open invoices, with a running balance for 30 days.

How do the numbers get to my accountant?

CSV for any report, and QuickBooks Online for customers, invoices, payments and voids.

See your real margin

Bring last month’s jobs and hauler invoices, and read the number.

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