Profit Analysis
My Snapshot
Your top profit leaks ranked by annual dollar impact.
My Plan
Daily Tasks
Check off each task as you complete it. Progress saves automatically.
Resource Library
Your Documents
Guides and templates matched to your profit leaks.
Business Calculators
Your Calculators
Pre-loaded with your intake numbers yellow. Enter calculated figures blue. See your targets green.
Revenue Run Rate
What your business generates annually at current volume vs trade benchmark.
Average Invoice
$
Jobs Per Week
Weeks Per Year
Current Run Rate
$0
Your intake numbers
Trade Benchmark
—
+25% of current
Revenue Gap
—
Annual opportunity
Loaded Labor Cost
What a tech actually costs per hour — your real floor for pricing.
Avg Tech Hourly Wage
$
Payroll Tax % (~7.65%)
%
Workers Comp % of Wages
%
Benefits/Month per Tech
$
Billable Hours/Week
Wage Cost/hr
$0
Loaded Cost/hr
$0
Your true floor
Recommended Rate
$0
At 40% gross margin
Materials Markup
What you're leaving on the table vs what you should be charging for parts.
Current Markup %
%
Monthly Materials Cost
$
Target Markup %
%
Current Annual Parts Revenue
$0
At Target Markup
$0
Annual Gap
$0
Left on table/year
Rate & Pricing
Build your rate from actual costs — know your number before you quote.
Loaded Labor Cost/hr
$
Monthly Overhead (fixed)
$
Billable Hours/Month
Target Gross Margin %
%
Current Rate
$0/hr
From intake
Break-Even Rate
$0/hr
Target Rate
$0/hr
At margin goal
Quoting Calculator
Build a job quote from actual costs. Know your margin before you send it.
Estimated Labor Hours
Labor Rate/hr
$
Materials Cost (at cost)
$
Materials Markup %
%
Target Margin %
%
Total Job Cost
$0
Quote Price
$0
At margin target
Gross Profit
$0
AR Impact
What slow collections are costing you every year.
Avg Days to Get Paid
Monthly Revenue
$
Credit Cost % (annual)
%
Target Days to Pay
Current AR Balance
$0
Annual Financing Cost
$0
Savings at Target
$0
No-Show Cost
Every no-show drove marketing cost and produced nothing.
No-Shows Per Week
Average Invoice
$
% That Reschedule
%
Annual No-Shows
0
Revenue Lost
$0
After reschedules
Annual Cost
$0
Maintenance Plan
The math on converting customers to recurring agreements.
Active Customers (2 yrs)
Target Conversion %
%
Monthly Agreement Price
$
Current Agreements
Current Recurring/mo
$0
Target Recurring/mo
$0
Annual Opportunity
$0
Business Metrics
My Numbers
Pre-filled from your intake. Update any number — changes are saved and highlighted in amber.
📊 What This Section Is For
These are your baseline numbers — where your business stands before the fixes. As you implement changes from your plan, come back here and update your numbers to see your real-dollar progress.
The calculators, your snapshot analysis, and Ask Jen all use these numbers. The more accurate they are, the more precise your results. Update them monthly — even small improvements add up fast.
📊 Track Your Progress — Two Sets of Numbers
Before (Baseline) — your numbers when you started FixKit. This is what your plan was built from. Only change these if something was entered incorrectly.
After (Current) — update these monthly as you implement fixes. The difference between Before and After shows your real-dollar improvement.
After (Current) — update these monthly as you implement fixes. The difference between Before and After shows your real-dollar improvement.
Currently viewing:
Your starting point — what your plan was built from
Revenue
Average Invoice What you charge per completed job on average
$
Jobs Per Week Completed jobs — not calls or estimates
#
Labor Rate ($/hr) What you charge customers per labor hour
$
Operational Weeks / Year Weeks you actively run jobs (default 50)
#
Avg Job Duration (hrs) Typical hours per job including travel
#
Materials Markup % % you add to your cost on parts and materials
%
Materials % of Invoice What portion of an average invoice is parts/materials
%
Estimated Annual Revenue Run Rate
$0
Invoice × jobs/week × 50 weeks
Real Costs
Loaded Cost / Tech / Hr Wage + taxes + benefits + truck + overhead per hour — use the Loaded Labor calculator
$
Monthly Fixed Overhead Rent, insurance, phones, software — costs that don't change job to job
$
Billable Hrs / Tech / Wk Hours actually on paid jobs — not drive time, not shop time
#
Days to Get Paid Average days from invoice sent to payment received
#
Break-Even Hourly Rate
$0/hr
Loaded cost + overhead per billable hour
Team
Field Techs
#
Trucks
#
Avg Tech Wage ($/hr)
$
Office / Admin Staff
#
Operations
No-Shows / Week Appointments cancelled last-minute or customer not home — per week average
#
Parts Runs / Week Unplanned trips to supply house mid-job — per week, not per day
#
Active Agreements Current maintenance/service contracts generating recurring revenue
#
Your Answers
My Intake
The answers you submitted when you started. Review them, correct any mistakes, and regenerate your report if needed.
Compass Business Advisor
Ask Jen
Jen knows your trade, your numbers, and your plan. Ask anything.
J
Jen — Compass
Trades business advisor · Knows your situation
Hey — I've got your intake answers and your plan in front of me. Ask me anything about your numbers, your tasks, or where to start.
Where should I start?
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