Service-site profitability
Reviewed against source:
Open Reports → Service Site Profitability in Thermal →
What it's for
Service-site profitability shows invoiced revenue and known job costs for
each service site, grouped by the invoice payer. Open it from Reports →
Service-site profitability, at /reports/service-site-profitability.
Revenue is the invoice subtotal, before tax, for Sent, Partial, and Paid invoices issued in the date range. Draft, prebill, void, deposit, and supplier bills are left out. A line under the filters says how many invoices have no service site and are excluded.
Tabs
This report has no tabs. Each bill-to customer has its own table.
Panels and controls
Set From and To, then select Filter. The range starts as the trailing 90 days. Branch chips appear when your access can compare branches. A branch-restricted account stays in its branch.
Columns are Bill-to customer, Service site, Invoiced revenue, Labor cost, Material cost, Subcontractor cost, Total cost, Gross margin, Margin %, Completed visits, and Cost per visit. Without View costs, the cost, margin, and cost-per-visit columns are hidden. Revenue and completed visits stay.
Each customer table is followed by a Customer subtotal row. Export downloads the same selection as CSV. No activity in this period / Choose another date range or branch. is the empty state.
Margin % is blank when revenue is zero. Cost per visit is blank when there are no completed visits.
What it accepts
Costs use the same lifetime sources as Job P&L for jobs opened or invoiced in the period. A consolidated invoice splits across sites by line value, or equally when the site lines have no price. Completed jobs in the selection count as visits. Unbilled jobs use the job bill-to customer, then the agreement payer, then the site customer. Zero-activity sites stay on the report under their site customer.
How to configure it
No separate setting is required. The default date range is the trailing 90 days. View costs decides whether cost columns appear.
Who can see it
This screen sits behind the Reports area.
Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.