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In this session we take a look at the Performance Indicators for the Service Job. We are looking at a Current Service Job and the Performance Indicators are available at any stage.

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At the top left we start with the “Budget and Costing.” These figures are derived from our Cost Budget Sheet.

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This is followed by the figures from the Charge Sheet, i.e. what will be charged to the Customer.

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And from this is derived our Costed Margin i.e. the Expected Margin.

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On the right-hand side we start with our Recovery Indicators. Starting with the Invoice Amount. Then showing any Pre-Payments or Deposits that have been Processed, and Re-Charges or Collections that have been performed and then the Amount Currently Owing on this Service Job.

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This is followed by our Cash Handling Indicators where we can advance cash for certain Tasks or Items to be performed or Cost elements and of course returns of Cash and Vouchers to be applied against Cash that has been Advanced, leading us to the Cash Handling balance.

Now before a Job can be closed, the Cash Handling must be balanced to Zero. In this particular example, there is no Cash Advance and the Balance is Zero.

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And finally we have our allocated margin which, at the moment is Zero because this Job is still in Progress and the allocated margin will not necessarily turn out to be the same as the Costed Margin, because it can be affected by additional elements that we process as the Job develops.

Then the Job Balance is an indication of the current Balance on this Job. And of course this will also be Zero before we can close this Service Job.

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