This is the kind of deliverable your team receives at the end of an engagement: a working console your managers, reps, and account staff use day to day. It was built for a ~$2M/yr route-based field services company from 23,000+ punch-clock records, QuickBooks, and scheduling exports. The Excel workbook behind it holds 7,907 live formulas and is the system of record; this page runs the same math in your browser.
For the operations manager. These mirror the workbook's input cells. Use them to test a cost change before it happens: a raise, a fuel spike, a new margin target. Every screen below recomputes when an input moves.
For the operations manager. Each route's true all-in margin after every accounting cost pool is allocated by measured labor, fuel, vans, and visits. Use it to decide where to fix pricing, routing, or staffing first.
For account managers and customer service. Every serviced site with fully loaded cost and margin band. Look a client up before a call, filter a route before a route review, or sort by margin to build the week's problem list. The strip on top shows how the whole roster spreads across the bands.
| Site | Route | Rev $/mo | Direct $/mo | Overhead $/mo | All-in net $/mo | Margin |
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For the sales manager. Every site priced below the company target, the exact renewal price that fixes it, and a priority flag by dollar impact. Set the target in the inputs section, then work the list top to bottom at renewal time.
| Site | Margin now | Current $/mo | Price @ target | Increase $/mo | Increase % | Priority |
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For sales reps. Fill four fields from a site walk and the calculator returns the price that protects the company margin, using time models fitted to your own job history, with a sanity check against what healthy existing sites pay. No gut pricing.
This console is one half of the deliverable. The other half is the 14-tab, 7,907-formula Excel workbook it runs on, built from the client's own systems. The owners keep the file, edit the inputs, and can audit every number down to the punch clock. No new software, no subscription.
Four months of punch-clock jobs cleaned (647 duplicate punches merged, 146 free-text route names normalized) and fused with QuickBooks invoice lines and the recurring schedule. Revenue lands at the invoice-line level, never smeared averages.
Measured on-site minutes and 416 stop-to-stop drive legs price each visit's labor, burden, and fuel. Overhead pools allocate by revenue share. Every site gets a margin band, sorted worst-first.
Time models fitted to the company's own job history turn square footage into predicted minutes, minutes into cost, cost into price at the target margin, with a repricing list for the existing book.