Job costing rollout
Open Settings → JOB Costing in Thermal →
What it's for
Job Costing is where an owner turns on the module that tracks cost and revenue by department and feeds manager compensation. It sits next to the Department P&L report and the Manager Compensation screen — this page is the on/off switches and historical backfill for both; the report itself is where the numbers actually show up.
Reach it from Settings → Job Costing in the sidebar, at
/settings/job-costing. Only owners see the link, and the page itself
redirects anyone who isn't an owner to Settings → Profile.
Tabs
This screen has no tabs. It's three stacked sections: rollout controls, a historical backfill, and a rollout-health summary.
Panels and controls
Rollout controls
Three independent toggles, meant to be turned on in order:
- Department P&L report — shows the Department P&L report under Reports. Turn this on first so you can see the numbers before anything writes to them.
- Cost & revenue capture — starts posting new cost- and revenue-attribution events on job and invoice activity. The screen's own guidance: promote this only after the report looks right.
- Manager compensation — allows new manager compensation runs. Promote this last, once capture has run cleanly for a full period. Once it's on, a link to Open Manager Compensation appears next to the toggle.
Save rollout controls submits all three at once.
Historical backfill
Run backfill assigns any legacy record with no department to the org's Unassigned department — it never guesses a real department for you. It's safe to run more than once. The panel shows Last run: either "Never run" or the timestamp and record count from the most recent run.
Rollout health
A read-only summary of the capture ledgers, all-time: whether reconciliation is balanced or unbalanced, a count of duplicate events, a count of unassigned-department events, and a count of attribution gaps. Each shows as a badge — green when there's nothing to flag, red or amber otherwise. Full detail, including the reconciliation strip, lives on the Department P&L report.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Department P&L report | On or off | No | Defaults to off |
| Cost & revenue capture | On or off | No | Defaults to off |
| Manager compensation | On or off | No | Defaults to off |
There's no form validation beyond the toggles themselves — the only error condition is authorization: "Only an owner can change job costing rollout controls." and, for the backfill button, "Only an owner can run the job costing backfill."
How to configure it
- Turning on Department P&L report changes what shows up under Reports → Department P&L.
- Turning on Manager compensation changes what's reachable from Manager Compensation — until it's on, that screen has nothing to run.
- The backfill only affects records with no department set; it never overwrites a department that's already assigned.
- This module is independent of Settings → Warranty's similar owner-only rollout pattern, but the two follow the same shape if you've configured one already.
Who can see it
- Owners see Job Costing in the Settings sidebar and can use every control on it.
- Office managers have access to the Settings area, but this specific page checks for the owner role and redirects anyone else to Settings → Profile — so an office manager navigating here directly is sent away, not shown a read-only view.
- Dispatchers and technicians cannot reach Settings at all.
The full role matrix is on Roles & permissions.