When the Overhead tab is selected, the page displays a comprehensive breakdown of all operating expenses required to run the business. This section is structured into multiple tables, each representing a different category of overhead, allowing you to organize and manage costs in a detailed and flexible way.
At the top, the Overhead Reports section provides a summarized view of your overhead, including key values such as unbillable field labor, equipment recovered as overhead, other overhead costs, and the total overhead cost.
This section updates automatically based on the data entered throughout the page.
Below this summary, the layout is divided into multiple categorized tables.
These include Overhead Labor, which reflects administrative employees and their associated costs, followed by several predefined categories such as
Fuel and equipment-related expenses
Advertising and marketing
Insurance
Field overhead
Subscriptions and software
Professional services
Shop rent and utilities
Office supplies
Personal development and travel
banking and financial charges
All Other Overhead”
Each of these tables contains default line items provided by the system, which you can modify as needed.
In the top right corner of every category table, there is an “+ Add Line” button that allows you to add additional cost entries (a new line appears in the specific table immediately after clicking the button).
You can also rename, move or remove category tables and existing lines, giving you full control over how detailed each category becomes.
At the bottom of the page, there is an option to “Add New Category”, which allows you to create entirely new overhead sections beyond the predefined ones.
This is useful if your business has unique cost structures that are not covered by the default categories.
Finally, the Overhead Overview table consolidates all the information entered across the different categories into a single summary.
It provides a complete view of your forecasted monthly and annual overhead costs, along with comparisons to previous values when available.
This tab is designed to give you a clear and customizable structure for organizing all overhead expenses, ensuring that every cost contributing to your operations is properly accounted for within your budget.