This workflow pulls completed job data and costs from QuickBooks Online into a simple report that ranks each service type by profit margin. You see which services make you the most money and which ones you might want to reprice or drop. It runs automatically on the first of each month so you always have fresh numbers.
Make sure every job in QuickBooks Online is tagged with a service type (e.g., 'HVAC tune-up', 'drain cleaning')
Connect QuickBooks Online to Metabase using Make to sync completed job revenue and costs
Build a Metabase report that groups jobs by service type and calculates profit margin for each
Use ChatGPT (an AI assistant) via Make to write a plain-English summary of the report each month
Schedule the report to run on the 1st of each month and email it to you automatically
Review the summary and adjust your pricing or marketing focus for the next month
Create a free account to get the steps written out for your tools, click by click.
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