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How do I find jobs that are over budget?

Spot the jobs that ate margin so you can dig in.

Purpose

Some jobs go over budget. Knowing which ones, and by how much, is how you protect future jobs from the same trap.

When To Use This

Use this when:

  • You're investigating margin loss
  • You want to know which crews or service types over-run
  • You're prepping for a leadership review

Where to Look

Three places, depending on what you want.

Option 1: Insights → Job Budget Chart

Best for visual scanning across many jobs. Plots budget vs actual per job.

Sort by saved hours (worst first) to surface biggest over-runs.

Option 2: ProPays Page Filter

Go to ProPays. Filter by:

  • Status: Approved or Paid (completed work)
  • Sort by saved labor (descending or ascending)

Negative saved labor = over budget.

Option 3: Job Budget Report

The Insights area has a Job Budget Report — same data as the chart but tabular and exportable.

Use this for sharing with the team.

What to Look For

  • One-off bad jobs — Sometimes a job goes over because of a customer change or a one-time issue. Note it and move on.
  • Patterns by service type — If a specific service consistently over-runs, your budgets might be wrong.
  • Patterns by crew lead — If one lead's jobs always go over, training opportunity.
  • Patterns by branch — Branch-level issues often need policy fixes.

Common Mistakes & How To Fix Them

  • "All my jobs show as over budget" Probably a budget configuration issue. Check that budgets are realistic for the actual work.

  • "My over-budget jobs aren't getting fixed" Surface them in your weekly review. Owner-level visibility usually changes behavior.

  • How do I read the Job and Milestone Budget charts?
  • How do I view performance by crew or worker?
  • How do I read the Efficiency chart?