Reports help you settle with each of your contacts for completed jobs.
Note: Columns will only show if there are values present in that column. For example, if you don't charge tax, the Job Subtotal and Tax columns will be hidden.
Alerts - If there’s a change in the job, there will be an alert icon in this column.
Orange - Agreement Change: There was a change in the agreement for this job.
Date - The date the job was completed.
Note: If the report is requested from a different time zone than the one in which the job was completed, the job times will display in the requester’s time zone. As a result, the jobs might show as having been completed on a different date.
Job Subtotal - The job total before tax.
Tax - The tax charged on the job. In the balance calculations, the tax is always split between the job owner and the technician.
Job Total - The job subtotal + tax (if there was any applied).
Paid to Me - Payments that you collected directly from the customer or external payments that were assigned to you by your tech. You’ll see payments in these columns when:
You used Jobox to process a credit card either as a technician charging the card or as a job owner completing a job for a technician who doesn’t use Jobox.
You accepted cash from the customer.
You are a job owner and your tech assigned an external payment to you. Note: If there is a fee associated with the external payment, it will be noted in this column.
Paid to Contact - Payments that your contact collected directly from the customer, or external payments that you assigned to them. There will be payments in these columns when:
Your contact used Jobox to process a credit card.
Your contact accepted cash from the customer.
You assigned an external payment to your contact. Note: If there is a fee associated with the external payment, it will be noted in this column.
If you are a job owner with automatic wallet transfers set up with your technician, all credit card payments processed will appear as Paid to Me.
If you are a technician with automatic wallet transfers set up, credit card payments will appear as Paid to Contact. Note: Reports will always reflect that the owner holds the money; unless, the customer paid with cash, in which case the money is reportedly in your pocket.
Parts Bought by Me - Parts that you bought.
Parts Bought by Contact - Parts that your contact bought.
Dispatching Fee - The fee that the job owner charges for transferring a job.
My % - Your commission % of (job total - EP fees - parts) that you get as per your agreement with your contact.
My Cut - The dollar amount of commission you get +/- the dispatching fee.
Contact’s Cut - The dollar amount of commission your contact gets +/- the dispatching fee.
Balance - Your balance is the amount of money that you should either collect from or pay to your contact for the reporting period.
A negative balance = you owe $ to your contact
A positive balance = you need to collect $ from your contact
Note: Credit card fees charged by Jobox are not included in this report.