Job profitability

Insights

Insights

Job profitability

See what each job really leaves you.

The problemA job can look busy and well priced and still lose money once wages and materials are taken off.

The resultEach visit shows its money in, wages and costs, and Analytics ranks your jobs from least to most profitable.

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Example with sample data. Nothing here is real.

What you can do

  • Set how a visit is priced: by the hour, a fixed amount, from an invoice, or covered by a contract
  • Book direct costs such as materials to the visit
  • See money in, wages, costs and what you keep for one visit
  • Rank your visits by profit and find the ones that lose money
  • Follow revenue, labour, expenses and profit across a period
  • Ask Heyva AI for the least and most profitable visits

Who can use it

Owners, Admins, Managers and Accountants can use this.

On a visit, What you keep is shown to people who are allowed to see wages (the payroll view permission, which Owners and Admins hold); without it the wages and the result stay hidden. The Appointment P&L on Analytics follows the analytics view permission, which also covers Managers and Accountants, and it includes labour. Booking a cost to a visit needs the permission to create expenses and accounting to be available.

Ask Heyva AI

  • Which visits lost money last month?

  • Which are my five most profitable visits this year?

  • Add a materials cost to the Monday visit

Questions

What counts as the revenue of a visit?
The price set on the visit: hourly, fixed, or taken from an invoice. If none is set, the default price of the service is used. A visit covered by a contract counts as zero.
Which visits are included in the Appointment P&L?
Visits that are confirmed or completed and start inside the period you picked. Cancelled visits are left out.
How are wages worked out?
The hours paid to each person on the visit, multiplied by the hourly cost saved when they were assigned. Where payroll is not available for a country, the P&L still shows revenue and expenses but no labour.
Why is What you keep hidden on my visit?
It includes wages, so it is only shown to people who may see payroll. Money in and Costs are still visible, and the page tells you why the result is hidden.
Why does a contract visit show a loss?
A visit covered by a contract has no price of its own, because the contract's recurring fee is invoiced separately. Its wages and costs are counted against zero revenue. Judge a contract over the whole contract.
Do the costs I add to a visit appear in my books?
Yes, where accounting is available. A cost booked to a visit is posted to accounting as a cash expense and stays linked to the visit.
For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_appointment_profitability
  • heyva_set_appointment_pricing
  • heyva_add_appointment_expense

About AI agents and MCP

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Last reviewed 31 October 2026