Job Costing

Job Costing

Job Costing in Zoho FSM enables you to track, analyze, and manage all expenses tied to a specific service job. By providing a clear view of labor, services/parts, and travel costs, it helps your business accurately measure job profitability, keep expenses under control, and make smarter decisions on pricing and resource allocation.

In Zoho FSM, job costing enables you to do the following:
  1. Track Labor Costs Accurately: Arrive at labor costs using the technician hours logged in timesheets.
  2. Account for Travel Expenses: Use Trip Cost to log travel-related costs, including transport type, distance covered, and total expenses.
  3. Record Service and Part Costs: Track the cost of services and parts at the line-item level, ensuring every estimate, work order and service appointment captures the associated costs for accurate job costing.
  4. Profit and Loss Insights at a Glance: Work Orders provide a consolidated view of total costs, showing profit or loss while also comparing actual prices with cost prices.
  5. Get Detailed Insights in Service Appointments: View a complete breakdown of costs in the Time Sheets and Trips tabs, including labor hours, trip expenses, and technician details.


 Available in Editions: ProfessionalPremium


Info
Permission Required: Job CostingShow Cost

Enabling Job Costing

To enable job costing:
  1. Navigate to Setup > Field Service Settings > Job Costing and click Enable.



  2. Once enabled, you can configure the following settings:
    1. Service and Parts Cost
    2. Trip Cost
    3. Labour Cost

Service and Parts Cost

Service and Parts Cost allows you to track the cost price of both services and parts at the line-item level. This means that whenever you add a service or part to an estimate, work order or service appointment, its associated cost will also be recorded alongside it. The cost details will be shown only if the user has the Show Cost permission. The Show Cost permission will be present only when Job Costing has been enabled. When Show Pricing is disabled, the Show Cost permission is automatically turned off.


 
By enabling Service and Parts Cost, you can define a Cost Price for Services and Parts, which will be used in estimates, work orders, and service appointments.


Trip Cost

Trip Cost helps you account for the transportation expenses incurred during service delivery. By defining a transport type (e.g., car, van, bike) and setting a price per unit distance, you can accurately track travel-related costs for each service appointment.

When trips are logged by technicians, the associated distance traveled and transport mode are factored into the overall job cost.

To enable trip cost:
  1. Enable the toggle for Trip Cost.
  2. In the overlay that opens, enter a Transport Mode and Cost Per Unit Distance.
  3. Click Add New to add new entries.
  4. Hover over an entry and click on  to mark it as the default transport type. While creating a trip, if you don't specify the Mode of transport, then the default transport type will be used. Click on the Delete [] icon to remove the entry.
  5. Click Save.

Click on to make any changes at any later stage.

Labour Cost

If you enable Labour Cost, you will be able to track the labor expense associated with the jobs. A Labour Cost Per Unit Hour can be defined at both the organization level and the individual user level. If both values are set, the user-specific cost will be applied, ensuring an accurate reflection of varying labor rates.
When technicians log their time via timesheets, the corresponding labor costs are automatically calculated and linked to the service appointment or work order.

Labour Cost = Hours logged in the timesheet (Duration) × Labour Cost Per Unit Hour

Click on Edit [] to change the value at any time.


 
By enabling Labour Cost, you can define the Labour Cost Per Unit Hour for users.


Using Job Costing 

You can access job costing details from both the web app and the mobile app.

In Work Orders 

  1. On the Services and parts tab of the Work Order Details page, you can view a summarized breakdown of costs that clearly indicates whether you have earned a profit or incurred a loss.



  2. In the Services and parts tab, it will be indicated whether there is a S&P (Services & Parts) profit or loss. It is arrived at by deducting the Line Item Cost from the Grand Total.


You can see these details in the mobile app too.

In Service Appointments 

  1. On the Services and parts tab of the Service Appointment Details page, you can view a summarized breakdown of costs that clearly indicates whether the job resulted in a profit or a loss.



    You can see these details in the mobile app too.


In Trips 

While creating a Trip, you can specify or modify the Mode of transport and the Amount Per Unit Distance.


 
You can do it from the mobile app too.

In Time sheets 

  1. While creating or editing a Time Sheet, the Labour Cost Per Unit Hour will be populated based on the service resource selected. You can change it if required.


You can do it from the mobile app too.




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