Classes, Locations & Multi-Dimensional Reporting

How to tag transactions with classes and locations so you can report on performance by division, trade, or site — not just company-wide.

A single Profit & Loss tells you how the whole business did. Classes and locations let you ask a more useful question: which part of the business did well?

What classes and locations are

Class — a category like a division, trade, or service line (e.g. plumbing vs. electrical).
Location — a physical site, branch, or region.

Tagging transactions

Apply a class and/or location when you enter or import a transaction. Once tagging is consistent, every report can be filtered or split by those dimensions without any extra setup per report.

What this unlocks

A Profit & Loss by class shows which service line is actually profitable. A Profit & Loss by location shows which branch is carrying the business. Combined with job costing, this is how a growing operation avoids flying blind as it scales past a single crew or single site.

Getting the setup right

Decide your class and location structure before you have hundreds of transactions to retag — a thoughtful, stable structure at the start saves significant cleanup later. This is an advanced module controlled by a feature flag.

Frequently asked questions

Can a transaction have both a class and a location?

Yes — the two dimensions are independent, so a transaction can be tagged with a trade (class) and a branch (location) at the same time for the most granular reporting.

Is this the same as job costing?

They complement each other — job costing tracks a specific job’s profitability, while classes and locations let you roll up performance across many jobs by category or site.

How many classes or locations can I set up?

There’s no meaningful limit for typical use — most businesses use a handful of classes (their trades or service lines) and a similarly small number of locations.