How Do I Use the Billable Hour Worksheet in Team SPG?

The Billable Hour worksheet is your scratchpad and the one place the rate lives. Enter your revenue, costs, headcount, and calls, and the report on the right shows what one billable hour has to earn to hit your profit goal. Change any figure and the rate moves with it. Nothing here touches your Budget.

Where to Find It

Open Financials > Billable Hour in the left sidebar. If you came from the public worksheet on teamspg.com, the numbers you typed there are already loaded. Otherwise the worksheet starts blank, with headcount and calls filled from your KTIs when you have them.

Start From

Click Start from at the top right to reset the worksheet. You can pick:

• A saved worksheet (SOS Pro).
• Blank, which keeps the standard line names and zeroes every figure.

Loading replaces what is in the worksheet. If you have changed anything since the last load, the worksheet asks first. The line under the title always says what you started from.

What the Report Shows

The report on the right updates as you type:

• Your billable-hour rate, the headline number: what to charge per billable hour to hit your profit goal.
• Your three billable hours: Cost of Service (everything except materials, per billable hour), Break Even (everything, per billable hour; the rate where you stop losing money), and Selling Price (what your revenue works out to per billable hour). Together they show how much room your price really has.
• Capacity reality check: whether your shop can produce the revenue your goal requires, with concrete ways to close any gap. When there is a gap and your close rate or average ticket is below average for your trade, the report leads with Fix your technician KPIs first: it restates where your team sits and tells you whether coaching them to the top 25% closes the gap on its own or how much of it that covers. Any price or spending moves below that are sized for what is left. When your team's numbers are healthy, the report leads with a realistic combination plan (a little more price, a little better close rate, a little less spending) instead. The single big moves sit behind "Or close it with one big move."
• Benchmark comparison: when Team SPG has published benchmarks for your trade, your close rate and average ticket chips turn red or amber if they fall below the typical range, and a block under them shows where your close rate, average ticket, and revenue per tech each land (top 10%, top 25%, above or below average, bottom 25%) and what lifting each one is worth in dollars per year. The same numbers drive the KPI advice in the report, so the two always agree.
• Per-tech productivity targets: daily, monthly, and annual call and sales targets.
• How your techs compare (when you have by-tech rows): each tech's close rate and average ticket against the company average, with percentile chips. A below-average flag is a training signal, not a verdict.
• Spending snapshot: each category as a percent of revenue against healthy ranges, with coaching notes when something is out of line.

The healthy ranges reflect Team SPG coach experience across hundreds of home-service shops and are shown as ranges, not exact targets.

Testing a Change

To see what a change is worth, change the figure and watch the rate. Add a technician under Tell us about your shop, raise or lower a cost line, or move your profit goal. Change one thing at a time so you can tell what each one does. Start from > Blank or reloading a saved worksheet puts the numbers back.

Saving

• Save a copy (SOS Pro) keeps a named copy of the worksheet. Saved copies show up under Start from and in the Saved list, where you can rename or delete them.
• Changes save on their own as you type.

Frequently Asked Questions

Does the worksheet change my Budget?

No. The worksheet is its own row. When you have worked out the numbers you want, open Financials > Budget and enter the plan there line by line.

Why does the report tell me to fix my technicians' numbers before raising prices?

Because a low close rate or a thin average ticket is usually the bigger problem, and it is fixable without touching your price book or cutting costs. When your team is below average for your trade, the report shows what coaching them to the top 25% is worth on the calls you already ran. If that covers the gap, it says so and skips the price and spending advice. If it covers part of the gap, the remaining price and spending moves are sized for what is left. Switch the worksheet to By tech, or open KTIs in the sidebar, to see which technicians to start with.

Where did the Scenarios levers go?

The Scenarios tab is retired and its address opens this worksheet. Change a figure in the worksheet to see what it does to the rate.

Can I keep more than one version of my numbers?

With SOS Pro, yes. Save a copy keeps a named copy, and Start from loads any saved copy back into the worksheet.