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Job profitability report for Simpro, ServiceM8 and AroFlo, with Xero or MYOB

Which jobs made money last week? This weekly job profitability report puts recorded revenue and direct costs side by side, job by job, and flags the jobs below your margin. It arrives on a weekly schedule. Fixed price, 3–4 weeks.

A$5,900 3–4 weeks AUD, no GST charged

Get a free fit check by email Watch it run See all prices

For Australian businesses running Simpro, ServiceM8 or AroFlo with Xero or MYOB. Credited in full to a build signed within 30 days.

How the Job Profit Report runsWeekly
  1. The week closesJobs, hours and costs from your job software
  2. Your accountsIncome and bills from Xero or MYOB
  3. Rules reconcile each jobEvery figure ties back to the accounts
  4. Claude writes the noteWhat stands out, in plain English
  5. You review itIt reaches the managers on Monday

A$5,900 · 3–4 weeks

What is a job profitability report?

  • Simpro
  • ServiceM8
  • AroFlo

Job costs matched to the same job

  • Xero
  • MYOB

A job profitability report shows what each job actually made. It matches the costs recorded against a job in Simpro, ServiceM8 or AroFlo to the revenue and bills in Xero or MYOB, then shows the margin job by job.

Jobs below your margin are flagged, so you can see which ones to look at first.

Job profitability: you can't fix a job you can't see

You know what you quoted. Finding out what a job actually made means pulling numbers from your job software, your accounts and often a spreadsheet, then lining them up by hand.

By the time the report is ready, the next quote has gone out at the same rate.

A job profitability report is a set of repeat steps with clear rules. That is what automation does well. Deciding why a job missed its margin stays with a person.

How to track job profitability: the same numbers, every week

  1. Collects.

    Recorded revenue and recorded direct costs for each job, from your job software and from Xero or MYOB.

  2. Matches.

    Revenue and costs are matched to the same job and the same period, using definitions you agree first.

  3. Calculates.

    The margin is calculated the same way every time. Rules do the maths. AI does not set or change a figure.

  4. Flags.

    Jobs below your margin threshold, and jobs where the records look incomplete.

  5. Delivers.

    The report arrives on a weekly schedule, in a format we agree (for example an email or a spreadsheet).

  6. Shows its working.

    Every figure can be traced back to the records behind it, so a person can check it.

Where it helps, AI can write a short plain-language summary of the exceptions. Calculate first, explain second. The summary asks questions to investigate. It does not guess causes.

A person reviews the exceptions. A low margin is a reason to ask a question, not a verdict.

How to find low-margin jobs each week

AI workflow · jobs → weekly reportDemonstration

Your accounts for the week. Xero has the income and the costs for each job, as your accounts record them.

Then the jobs close in Simpro. Monday 6 am: last week's closed jobs arrive from Simpro. It looks routine.

Xero · Your accountsLast week

Income and costs by job (sample)

  • Job 1042 incomeCosts $1,610.00$2,580.00
  • Job 1043 incomeCosts $2,890.00$4,120.00
  • Job 1044 incomeCosts $1,015.00$1,260.00
Costs, three jobs
$5,515.00
Income, three jobs
$7,960.00

Simpro · Closed jobsMon 6 am

Last week's jobs (sample)

  • Job 1042 incomeCosts $1,610.00$2,580.00
  • Job 1043 incomeCosts $2,890.00$4,120.00
  • Job 1044 incomeCosts $1,015.00$1,260.00
Costs, three jobs
$5,515.00
Income, three jobs
$7,960.00

Claude reads both. Claude, Anthropic's AI model, turns your accounts and the job list into the same fields. It decides nothing.

Plain rules reconcile them, job by job. The same checks every time. Every job's income and the week's costs agree with your accounts.

Read by Claude Xero

Read by Claude Simpro

Job 1042 income

Xero: $2,580.00

Simpro: $2,580.00

Job 1043 income

Xero: $4,120.00

Simpro: $4,120.00

Job 1044 income

Xero: $1,260.00

Simpro: $1,260.00

Costs, three jobs

Xero: $5,515.00

Simpro: $5,515.00

  • Every job reconciled to your accounts
  • Totals agree
  • Job 1044 margin below the week's

The difference, in dollars. Job 1044 made 19% where the week made 31%. That is $145.60 short of the week's margin.

Job 1044 against the week

Margin, the week31%

-12 points

Margin, job 104419%

Job 1044 at the week's 31%: 31% of $1,260.00
$390.60
What job 1044 made: $1,260.00 less $1,015.00
$245.00
Short of the week's margin
$145.60

Margin is income less costs, as a share of income. The percentages are whole numbers and the dollars are worked from them. The week: $7,960.00 less $5,515.00 is $2,445.00, which is 31%.

A person reviews it first. You choose: send the report as Claude wrote it, or edit the note first. Claude and the rules only bring it to you.

Email · Weekly Job Profit Report

  1. Claude's note for the managersThree jobs, $2,445 profit on $7,960 income (31%). Job 1044 is the outlier: $245 on $1,260 (19%). Its costs ran high, so check the labour hours before quoting similar work.

Needs review Reviewed by a personEdited and reviewed

Send this week's report to the managers?

Job 1044 is below the week's margin. A person reads the note before it goes.

Claude's report, sent as written.A person cuts the note, then sends it. Ravi reads it and sends it as Claude wrote it, at 7:42 am (simulated). It is waiting in the managers' inbox on Monday morning.Ravi shortens Claude's note to the one job that matters, then sends it at 7:42 am (simulated). It is waiting in the managers' inbox on Monday morning.

OutlookInboxSimulated
  • Job Profit ReportWeekly: last week's jobs7:42 am
  • Office (sample)Monday toolbox talk7:30 am
  • Supplier accounts (sample)Your October statementFri

Job Profit Report · Weekly

Job Profit Report (sample)To: Managers

Last week: three jobs, $2,445 profit on $7,960 income (31%).

JobIncomeProfitMargin
Job 1042$2,580$97038%
Job 1043$4,120$1,23030%
Job 1044$1,260$24519%

Job 1044 is the outlier. Its costs ran high, so check the labour hours before quoting similar work.

Drafted by ClaudeReviewed and sent by Ravi (sample)

OutlookSent ItemsSimulated

Job Profit Report · Weekly Sent

From
Job Profit Report (sample)
To
Managers
Sent
Mon 7:42 am

Last week: Removed: three jobs, $2,445 profit on $7,960 income (31%). Removed: Job 1042 made $970 (38%), job 1043 $1,230 (30%) and job 1044 $245 (19%). Job 1044 is the outlier. Its costs ran high, so check the labour hours Added: Job 1044 made $245 on $1,260 (19%). Check its labour hours before quoting similar work.

Drafted by ClaudeEdited and sent by Ravi (sample)

End of the day Monday morning the job profit report is waiting: reconciled to your accounts, with a note from Claude on what stands out and a sign-off from a person.

These are demonstrations. They use sample data and simulated Claude steps. Nothing connects to your accounts, sends a message or changes a record.

Simpro, ServiceM8 or AroFlo, with Xero or MYOB

The report is the same shape on every platform. What changes is where each number lives. The audit starts by checking that for your account.

  • Simpro
  • ServiceM8
  • AroFlo

Job Profit Report

  • Xero
  • MYOB
  • Simpro with Xero or MYOB. I build job-margin reporting that joins your job system to Xero. Reconciling Simpro to Xero starts with how your jobs and costs are recorded and which of them carry through to your accounts, so that is what I check in the audit.
  • ServiceM8 with Xero or MYOB. ServiceM8 job costing depends on which costs and materials are recorded against each job. I check that, and whether the job reference carries through to your accounts.
  • AroFlo with Xero or MYOB. The same checks: where job costs are recorded, and whether the job reference matches in your accounts.

What I confirm for every platform

  • the job reference that links the job to the invoice and to the supplier bills
  • which costs are recorded against the job (labour, materials, subcontractors) and which are not
  • whether you compare amounts excluding GST, and how GST is treated on each side
  • the reporting period and cut-off, so a late bill does not land in the wrong week
  • which definition of profit you want: direct costs only, or direct costs plus an allocation

MYOB builds cost the same as Xero builds. NZ businesses are quoted in AUD.

Why job figures differ between your job software and your accounts

If you have tried to reconcile Simpro (or ServiceM8, or AroFlo) with Xero or MYOB, you know the totals rarely match first time. Common reasons:

  • Timing. A cost is in the job record but the supplier bill is not yet in the accounts, or the other way round.
  • Incomplete costs. Some costs were never recorded against the job.
  • Different references. The job number is not on every invoice and bill.
  • Different cut-offs. The two systems close a period differently.

Before anything is built, we agree the definitions, the reference and the cut-off. A report built on undefined figures just produces confident-looking disagreement.

One price, written down

Fixed price

A$5,900

AUD, no GST charged

  1. Acceptance criteriaAgreed before I start, including the definitions above
  2. 50% depositOf the fixed price
  3. 3–4 weeksUsual build time
  4. 50% on hand-overOf the fixed price
  5. Days of fixesAfter delivery

Not included: Software subscriptions and AI usage costs (paid by you directly and listed in the written scope). Work outside the scope is agreed in writing first. Running costs (software and AI usage) are estimated in your audit, before you commit to a build.

The A$990 workflow audit is credited in full to a build signed within 30 days. How the audit works

When it breaks

Who is alerted
The alerts, who receives them and who is accountable are agreed before release. A failed step and a failed connection are in the test plan, with a manual fallback so the team can carry on the current way.
Who fixes it, first 30 days
I do. For 30 days after delivery I fix problems against the written acceptance criteria. It is part of every build.
After 30 days
The optional Care plan (A$350 a month) covers monitoring and fixes, with 30 days' notice to cancel. Improve and Partner include Care monitoring.
Without a plan
The workflow runs in accounts in your name, with a written hand-over another developer can follow.

Chartered Accountant (CA ANZ) · MBA · Xero certified · 16 years in finance, operations and systems · Canberra, working across AU and NZ

About Renzo

The same approach runs an agentic finance system I built: 30 agents, about 10,000 automated tests, and a person approves every money decision.

Built by a Chartered Accountant

Renzo Demartini: Chartered Accountant (CA ANZ), MBA, Xero certified, 16 years across finance, operations and systems. Based in Canberra, working remotely across Australia and New Zealand. A margin report is an accounting question first. The definitions matter as much as the connection.

Related reporting build: KPI reporting automation (the KPI Report), for team KPIs rather than job margins. Paid work for Elliotts Landscape and Harrys Tyres.

Selected past work

Questions before you build

Job costing or job profitability: what is the difference?

Job costing records what each job cost: labour, materials and subcontractors, recorded against the job. Job profitability compares those costs with the job's revenue to show the margin. This report uses both: each job's recorded costs and revenue, from your job software and your accounts, matched to the same job and period.

How do I identify low-margin jobs using automated reporting tools?

An automated report does this for you. It takes each job's recorded revenue and recorded direct costs for the same period, from your job software and your accounts, and works out the margin as a percentage. It flags every job below the threshold you choose, such as 20%, and every job where costs exceed revenue. Check timing and incomplete records before you act. This build does that automatically every week and shows its working.

Which job software do you work with?

Simpro, ServiceM8 and AroFlo are the ones I build for most. I also work with BUZ Software and Workshop Software. If you use another platform, tell me. The audit checks whether it can supply the figures. If it cannot, I will say so.

Can this combine Xero or MYOB with my job software?

Yes. That is what it is for. We first confirm the available fields, a job reference that matches on both sides, and one reporting period.

Does it include overheads?

The default is recorded revenue and recorded direct costs. If you want overheads or WIP included, we agree it in the scope. It may change the time or the price, and the audit gives you the fixed quote.

Can AI tell me why a job lost money?

Not from these figures alone. A useful report separates what the records show from the questions that need investigating. AI can summarise the exceptions. It does not invent causes.

Can I change the threshold or the calculations?

You choose the threshold. The calculations and definitions are agreed before the build and written into the acceptance criteria.

What if some of my costs live in spreadsheets?

Tell me in the enquiry. The audit checks whether they can be brought in. If they cannot, it says so.

How is this different from the reports inside my job software?

Those reports show what is in that one system. This build brings the job software and your accounts together on the same job and period. Check your built-in reports first. If they already answer your question, you do not need this build, and the audit will say so.

See what your jobs actually made

A free fit check by email first. The A$990 Workflow Audit is the next step, credited to your build.

Get a free fit check by email The next step after the fit check: the A$990 Workflow Audit

Get a free fit check by email

Send the form with your software, the workflow, your team size and your timing. I reply by email, usually with a question or two, and tell you whether it's a fit. No call needed. If it is, the next step is the A$990 Workflow Audit.

Sending saves your details in HubSpot so I can reply. No mailing list. No payment is taken. How your enquiry is handled.