Field jobs rarely lose money in one dramatic step. They drift: an extra half-day, a part nobody quoted, a return visit. This automation compares live cost against the estimate and raises the flag while a conversation with the customer is still possible.
What's Included
- Live cost roll-up: logged hours, parts issued, and subcontract cost totalled against the quoted figure.
- Threshold alert: triggers fire at the percentage you choose, not after the invoice is cut.
- Named owner: each flagged job routes to the person who can approve a variation or stop the work.
- Variation trail: the approved change and who approved it recorded on the job.
- Pattern view: repeat overruns by job type visible in table view so estimates improve next quarter.
How To Use
- Clone the Maintenance Tracker Dashboard and add your cost fields.
- Set the overrun percentage that deserves a phone call.
- Name the approver per job type.
- Turn the alert on.
- Keep the margin you quoted.
Related: Job Cost Threshold Alert and Calculate Field Service Job Margin.