The Installer Profitability report in 1sixty8 Manifold is a line-by-line labor worksheet. It lists every labor line over a date range under the installer who did the work and shows the hours billed, the labor cost, the amount received, the effective hourly rate, the profit, and any spiff, so you can settle installer pay from one screen.
Who can see it
Owners and store managers can view it by default, because it is a financial report. An owner can grant the "Financial reports" permission to any other user under Managers > Permissions.
How to run it
- Go to Reports in the sidebar and open Installer Profitability under the Installer / Labor group.
- Pick the date range you want to settle.
- Optionally filter to a single installer, choose which invoice statuses to count, tick Warranty if you want warranty tickets counted, and set the commission rate to use for the projection.
- The report groups labor lines under each installer, with per-installer totals and a grand total at the bottom.
Choosing which invoices count
The status checkboxes (Posted, Paid, Partial, Pending) control which invoices the report includes. By default only Posted invoices count, because those are fully finalized, meaning paid in full with the work complete. Tick Paid, Partial, or Pending to widen the report, for example to preview pay on work that is partially paid or still open. Your selection carries through to the printed and exported copies, and the line under the report title always states which statuses are included.
Which tickets count
Labor on retail invoices, dealer jobs, repairs, and refunds counts. Warranty tickets are off by default and have their own Warranty checkbox next to the status boxes. A warranty bills nothing while the bay time still costs money, so counting one would show the installer who honored it as a loss for doing work the shop asked them to do. Tick Warranty if you want them included. If you pay technicians for warranty work, the better answer is to keep that labor on a separate repair invoice so this box can stay unticked and the parts swap stays out of your payout figures; see "How to Pay a Technician for Warranty Labor". Estimates never count.
Where the installer comes from
Each labor line is attributed to the technician assigned on the invoice's work order, which is set on the Job Board or on the work order itself. Labor on jobs with no technician assigned appears under an Unassigned group at the bottom, so nothing is hidden. One thing to watch: the report can only follow this trail when the work order was created from the invoice, using the Create Work Order button. A standalone work order started from Service > Work Orders > New Work Order is never connected to an invoice, and no screen can connect it afterward, so hours clocked on one never reach this report. Assigning technicians consistently, and creating work orders from the invoice, is what keeps this report complete.
What the columns mean
Each row is one labor line: the date, invoice number, Hours (the billed quantity), Cost, Received, Rate (received divided by hours), Profit, Spiff, and the line description. The Calculated At row under each installer projects your chosen rate against their cost, received, and profit totals.
About the commission numbers
The commission figures are a projection at the rate you enter, not a stored or paid amount. The report counts labor by the invoice post date, whether or not the money has been collected yet.