Job Margin 365 Help Center

Work order cost and margin for Dynamics 365 Field Service. Product overview

Overview

What is Job Margin 365? Job Margin 365 adds cost, revenue, and margin reporting to Dynamics 365 Field Service work orders and agreements, with no ERP, Power BI, or Fabric.
Requirements and licensing for Job Margin 365 What you need before installing Job Margin 365: Dynamics 365 Field Service, a Job Margin 365 license for every user, and a security role.

Getting started

Getting started with Job Margin 365 Open the Job Margin app, learn its three areas, and follow the first-time setup order: rate cards, then overhead rules, then complete work orders.
Install and set up Job Margin 365 (administrators) Install Job Margin 365 from Microsoft AppSource, assign licenses and security roles, and review the environment variable that changes how margins are computed.

Setup

Create a rate card in Job Margin 365 Set up effective-dated rate cards with cost rate, bill rate, and burden percent per resource and shift band so labor cost entries are costed automatically.
Set up overhead rules in Job Margin 365 Allocate overhead to each completed work order as a flat amount, a percent of labor cost, or a rate per labor hour, scoped by territory, type, or agreement.

Daily use

How job costs are captured in Job Margin 365 Costs are cost entries on a work order. Labor entries are costed from your rate card automatically; parts, expenses, and subcontractors are entered directly.
Record a warranty claim in Job Margin 365 Record the amount recoverable from a manufacturer as a warranty claim so it reduces the net cost of the work order and updates the margin automatically.

Reporting

Read a work order's margin in Job Margin 365 What the Work Order Margin record shows, how the margin waterfall reads, how Margin % is calculated, and exactly when a margin is calculated or recalculated.
Agreement margins and least-profitable agreements See revenue, cost, and margin rolled up across every completed work order on an agreement, and find your worst-performing contracts in one view.

Administration

Roles and permissions in Job Margin 365 What the Job Margin 365 - Setup, User, and Read Only security roles can see and change, and why editing rate cards and overhead rules is limited to Setup.
Warranty recognition setting in Job Margin 365 How the Recognise Warranty On Approval environment variable decides whether approved warranty claims count toward recovery, and how an admin changes it.

Troubleshooting

Troubleshooting Job Margin 365 Fixes for a completed work order with no margin, a labor cost entry that will not save, a margin that did not update, and a user who cannot open the app.

FAQ

Job Margin 365 FAQ Answers to common questions about Job Margin 365: Power BI and Fabric, Project Operations, data residency, Microsoft tables, and multiple currencies.