Shop Profitability Review

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How soon are your monthly financials “final” each month?

Do you know gross margin by job (not just overall)?

How confident are you in labor cost per job (shop + install)?

Do you track rework / remakes / warranty costs?

Do you have a consistent change order process (priced + documented)?

Do you forecast cash?

Roughly what % of your A/R is older than 60 days?

What is your #1 pain right now?
Total Score
Score Band
Band Copy Block
Late Close Priority
Late Close Flag
• Late Close

Why: When financials arrive late, you can’t manage the month in progress—only react afterward.

First action: Implement a 10-day close checklist and lock a recurring review cadence.
No Job Margin Visibility Priority
No Job Margin Visibility Flag
• No Job Margin Visibility

Why: Without job-level margin, pricing mistakes and rework can hide inside overall gross margin.

First action: Start tracking margin on your top 10 jobs monthly (sales, materials, labor estimate vs actual).
Labor Cost Unclear Priority
Labor Cost Unclear Flag
• Labor Cost Unclear

Why: Labor is a primary driver of job profitability. If labor per job is unclear, margins won’t be predictable.

First action: Track labor hours by crew and compare planned vs actual on completed jobs.
Rework Not Tracked Priority
Rework Not Tracked Flag
• Rework Not Tracked

Why: Untracked remakes quietly destroy gross margin and create scheduling chaos.

First action: Add a rework code and report rework dollars monthly.
Change Orders Leak Priority
Change Orders Leak Flag
• Change Orders Leak

Why: Unpriced or undocumented change orders are one of the most common hidden margin leaks.

First action: Create a simple change order policy: price it, approve it, document it.
No Cash Forecast Priority
No Cash Forecast Flag
• No Cash Forecast

Why: Without a forward cash view, slab purchases and payroll can create avoidable ‘surprise’ cash crunches.

First action: Start a simple 13-week cash forecast and update weekly.
AR Drag Priority
AR Drag Flag
• AR Drag

Why: Old receivables are a top reason profit looks fine but cash feels tight.

First action: Run a weekly AR huddle and implement a 3-step collections cadence.
First Severest
First Severest Flag
Second Severest
Second Severest Flag
Third Severest
Third Severest Flag
Under $1M message block
Recommended Next Step
Your Shop Profitability Review Results

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Top Profit Leak Flags

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Your Recommended Next Step: {recommendedNext}

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Your Shop Profitability Review Results