View the Profit Report (Web)

To learn how to view the Profit Report on, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.


Step-by-step instructions . . .


Here’s how to view the Profit Report. On, click Reports and then Profit.

Right away, you can see at the top that there are some options for date range. On the left, you can easily switch between the last few months. On the right, you can set a range with specific start and end dates. So if you just want to look at one day or one week, or more than one month, you can do so. For demonstration, we’ll just stick with the current month.

This report helps you track profit for two specific categories – chemicals and labor. On the top left, you’ll see some general figures about your profit during the chosen date rate. Customers serviced, average profit, and total profit. Below that where you can get specific for each customer. The left side sorts customers by profit and gives you a general number. To see details, click on a customer’s name and the right side of the screen will populate with their service information.


At the top, you’ll see a breakdown of service profit. Rate is what you charge the customer for weekly maintenance on their pool. Labor Cost is what you’re paying the tech to complete the service, if you choose to pay them per job. And the profit column shows the difference per stop and total service profit.

Below that, you’ll find the same information for chemical dosages. For each chemical, you’ll see a breakdown of your cost per unit, price to the customer per unit, and the difference which will equal a profit or a loss. Please note that if you’ve chosen to include certain chemicals in the weekly service price, meaning you don’t charge extra per dosage, the price for those chemicals will show here as zero, but the cost will still be calculated.

And below both categories, you get the total profit for this customer. This is a great way to take a closer look at your rates and expenses to ensure that your business is as profitable as possible.