Help centre / Deliver & get paid

Profitability and the pricing guide

Real profit by project, client and service — and a suggested price for new work.

Available on Pro and Agency

What it is

Insights → Profitability compares what you invoiced (excluding VAT) with logged time cost and paid costs. In the proposal builder, Show pricing guide compares your draft price with similar finished projects.

When to use it

  • Reviewing which services are worth doing.
  • Pricing a new proposal.

How to do it

  1. Set the service on each project (Project → Details) so work groups properly.
  2. Log time with cost rates and record project costs.
  3. Open Insights → Profitability and switch between project, client and service, and the date range.
  4. When writing a proposal, open The money → Show pricing guide, pick a service and target margin, then choose Use £… to fill the price if you agree.

Good to know

  • Only Completed projects count towards the pricing guide.
  • Your target margin is remembered per business on your device.

Still stuck? Read troubleshooting, or sign in and open Help & support.