Source Step 37 - Work Order: Actuals tab (Cost & Margin)

FS v2 mobile design reference - supporting browser screenshot and extracted notes

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Source step 37 screenshot Click image to enlarge

37 — Work Order: Actuals tab (Cost & Margin)

Description

Back to the Work Order form — ACTUALS tab now populated after the Work Ticket was completed. The actual cost/margin/billable totals have rolled up from the field. This is the tab that drives billing.

Summary fields

  • Price Total: 28,118.80
  • Cost Total: 17,273.40
  • Profit Margin: 1,845.00
  • Profit Margin %: 10.35
  • Billed to Date: 0.00
  • Remaining to Bill: 28,118.80

Toolbar

Set Billing Status ▾

Rows

  1. CSYSTEM01 · 4/13/2026 · Material · Non-Stock Item · WHOLESALE · 1.00 EA · HVAC Control System · … · 17,500.00 · 17,500.00 · Standard Rate · …
  2. SVC00003 · 4/13/2026 · Labor · Labor · … · 3.00 HOUR · Service Technician · 105.80 · …