Recurring Jobs profitability analysis

Find the recurring jobs keeping you busy without making you enough money.

Review profitability across your recurring customers, identify underpriced work, and explore the price or service-time changes needed to reach your target margin.

Try the sample analysis Analyze my recurring jobs

No registration required. The analysis uses illustrative sample data.

Sample portfolio

See where margin needs attention

Healthy: On target
Marginal: Watch
Below target: Act

A direct answer

What is recurring-job profitability analysis?

Recurring-job profitability analysis compares the revenue from each recurring job with its direct labor, materials, and job-specific expenses. It shows the resulting profit and margin, then calculates the price or service-time changes needed to reach a target margin.

A full schedule can hide weak work

Know what is earning its place on the calendar.

Busy does not always mean profitable. Recurring Jobs keeps the analysis at the individual-job level and makes incomplete records and assumptions visible instead of quietly treating missing costs as zero.

Which recurring jobs are profitable?
Which jobs are marginal or losing money?
Which findings are based on complete data?
What assumptions were needed because data was missing?
How much would price need to increase to reach the target margin?
How much service time would need to decrease instead?
What would a combined price-and-time recovery plan look like?

How it works

From operating history to a portfolio recovery plan.

01Load recurring-job data.
Bring revenue, completed visits, labor, materials, and job-specific expenses together by job.
02Review findings and assumptions.
See which inputs are complete, estimated, missing, or excluded from the analysis.
03Review portfolio profitability.
Compare job-level profit, margin, and distance from the business’s target.
04Model price and time changes.
Explore pricing, service-time, and combined recovery options without changing source data.
05Save and export the plan.
Bring selected job changes together and download a deterministic portfolio report.

Illustrative sample result

One job, three ways to close the margin gap.

This is calculated from the fictional monthly pest-prevention job in the sample portfolio. It is not a customer result or testimonial.

A recurring job currently produces a 37.8% margin. To reach the sample business’s 40.0% target margin, it could:

raise the price by $6.67 per visit,
reduce average service time by 8 minutes, or
combine a $3.34 increase with 4 fewer minutes per visit.

Who it is for

Recurring-service businesses managing repeat customer work.

The workflow stays platform-independent and applies wherever revenue and direct job costs can be connected to repeat work.

Lawn and landscape services
Pool services
Residential or commercial cleaning
Pest control
Window cleaning
Property and facility maintenance

Current availability

Try the complete workflow with inspectable, fictional Jobber CSV data today. Uploading your own exports is being tested with Lab Partners.

See why Recurring Jobs is being developed in ProductWard Labs.

Frequently asked questions

What to know before you begin.

What data do I need?

You need recurring jobs connected to service revenue, completed visits, direct labor or labor hours, materials, and other job-specific expenses. The workflow identifies which jobs have enough data to analyze.

How is recurring-job margin calculated?

Profit is service revenue minus direct labor, materials, and job-specific expenses. Margin is that profit divided by service revenue.

What happens when costs are missing?

Missing costs are never silently treated as zero. A job may use a clearly labeled loaded-labor-rate assumption when hours exist, or remain excluded when a safe estimate is not possible.

Does this currently connect to Jobber?

There is no direct Jobber account connection. The public demo parses fictional Jobber-shaped CSV exports; uploading your own exports remains in Lab Partners testing.

Does the application automatically change customer prices or schedules?

No. Scenarios are planning tools only. They do not update customer prices, appointments, schedules, or source records.

Can I try it without using my own data?

Yes. Try the sample analysis without an account, registration, or upload.

Early access

Analyze my recurring jobs

I’m working directly with a small number of recurring-service businesses to test the workflow with real operating data. Request an early data review and we’ll start with a small, anonymized sample.