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. 

Job Details

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).

Payments

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: 

  1. 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.

  2. You accepted cash from the customer.

  3. 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: 

  1. Your contact used Jobox to process a credit card.  

  2. Your contact accepted cash from the customer. 

  3. 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. 

Auto-wallet Relationships 

Job Owners

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.

Technicians

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

Parts Bought by Me - Parts that you bought.

Parts Bought by Contact - Parts that your contact bought.

Settlement 

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.  

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