Cost and Compensation

Overview

The Cost and Compensation feature allows you to automatically calculate all the inputs and outputs associated with a job to then give you visibility on your profit margin. The platform does this by giving you the ability to configure the following --

• Costs
  These are all of the fees and charges for a move that are not the responsibility of the customer. For example, did a customer obtain a handful of packing boxes from you for $5 each? Well, the Costs section is where you can indicate that you needed to spend $2.50 originally to make and manufacture the boxes. Or perhaps did an accidental scratch on the piano occur during a move? The Costs section is where you can indicate you needed to set aside $75 to settle the incident with the customer. 
  
  
• Compensation
  These are the earnings for all your crew members and salespeople associated with a specific job. Do you need to indicate that Joe the Driver earned $30/hour for a job? Or that Alex the Mover earned $15/hour? Or even that Samantha the Salesperson earned a 3% commission on the total cost of the move? Well now you can!

By taking some time to configure your settings and the required prices, you can ultimately allow the Supermove platform to automatically generate a Cost and Compensation breakdown of all your moves that looks something like this --

Setting-up Your Default Costs

To configure your Costs -- for example, those fees for you to originally obtain supples, materials used on jobs -- please navigate to the Costs settings via these steps in the Office App:

1. Click into the Settings tab
2. Click View/Edit Billing Settings
3. Identify the Billing Library you want to work with and click View
4. Click Cost Items

To create a new Cost Item, click the + New Cost Item button. A sidebar window will then emerge that looks like this:

You can then proceed with inputting your desired information in the following fields:

• Name: the title of your desire Cost Item (e.g. Box Cost, if you are inputting the cost of you to obtain a packing box)
• Type: 
  • Per Bill -- this is an Item Cost that will automatically generate for every bill on a job
  • Per Weight -- an Item Cost based on the inputted inventory weight for a job
  • Per Item -- an Item Cost based on your materials/supplies OR hours worked for a job (e.g. packing box cost)
  • Per Mile -- an Item Cost based on the distance traveled (e.g. fuel costs)
  • Per Grand Total -- an Item Cost generated based on the Grant Total of a move
• Rate Unit: the Item Cost can be in the form of a flat dollar amount, a per/hour fee, or as a percentage fee
• Bill Template: this is where you'll indicate which pre-configured Bill Template you want the cost to be associated with
• Rate: the monetary amount for the Item Cost

For example, let's say you have a $35 cost you need to take care of for Truck Maintenance on every Move Job. You can create a Cost to automatically display that looks like this --

Setting-up Your Default Compensation Items

To configure your Compensation Items -- the fees/rates for your movers and salespeople to conduct a move -- please navigate to the Compensation  settings via these steps in the Office App:

1. Click into the Settings tab
2. Click View/Edit Billing Settings
3. Identify the Billing Library you want to work with and click View
4. Click Compensation Items

Compensation Items can be configured for Salesperson or Mover (crew). Let's configure a compensation item for a mover by clicking + New Compensation Item. A sidebar window will emerge that looks like this:

Similar to Cost Items, you can then proceed with inputting your desired information in the appropriate fields. One difference, though, is that you can indicate different Rates based on the various positions you have in your crews. For example, if your Crew Lead earns $35/hour, a Driver earns $20/hour, a Helper earns $12/hour, and a Mover earns $16/hour, you can have a screen that looks like this:

Cost and Compensation Items in Action

As you proceed to navigate and create jobs, you'll find that Cost and Compensation Items will automatically generate based on Setting configurations. The total earnings for your crews, commissions from the salesperson, and relevant item costs on supplies will display in the Accounting section of the Job Page, along with the total profit margin:

In addition, if you need to override your settings and make adjustments for a particular job, you can click the Pencil Icon next to any Cost or Compensation Item to visit the edit module.

Compensation Reports

By using Cost and Compensation features, you'll also have access to more sophisticated Payroll tools. If you click into the Payroll tab on the lefthand toolbar, you'll land on a screen that provides payroll periods that look like this:

Selecting a specific payroll period will then give you visibility on each employee's total earnings and a full breakdown report of those earnings:

Your crewmember's can also see his or her individual earnings breakdown by logging in to the Mover app on his/her mobile device 

Additional Reporting

By using the Cost and Compensation tool, you can also be granted access to a Profitability Report in the Reports tab as seen here:

Note: Feel free to contact Supermove at [e-mail] if you'd like access to this report