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Work-order cost & margin for Dynamics 365 Field Service — see which jobs and contracts profit.

Know which work orders and contracts actually make money.

Job Margin 365 brings work-order cost and margin reporting to Dynamics 365 Field Service — with no ERP integration, no Power BI, and no Microsoft Fabric capacity.

Microsoft retired the Field Service ↔ Finance & Operations integration (support ends 28 February 2027), and the sanctioned replacement — Project Operations — is a license most Field Service customers don't carry. That leaves service teams without a supported way to answer a basic question: did this job make money?

Job Margin 365 answers it. Define loaded labor rates on effective-dated rate cards, and as work orders close, the app automatically computes cost, revenue, and margin — labor, materials, overhead, and warranty recovery — on every job. Roll the results up to agreements, surface your least profitable contracts, and record manufacturer warranty claims that reduce net cost on the job they came from.

Key capabilities:

Effective-dated rate cards — loaded labor cost by resource and shift band
Automatic work-order margin on close: revenue, labor, material, overhead, warranty recovery, margin %
A revenue-to-margin waterfall right on the work order
Overhead rules (flat, % of labor, or per labor hour), scoped by territory, work-order type, or agreement
Warranty claim tracking that reduces net cost
Agreement margin roll-up and a "ten least profitable agreements" view
Dashboards and views that replace the retired Field Service reports — no Power BI or Fabric required

Built for the way you already work

Installs into your own tenant; your data never leaves it
Extends Field Service without changing Microsoft's tables — Field Service is the only prerequisite
No dependency on Project Operations, Finance & Operations, or Microsoft Fabric

Job Margin 365 reports margin — it is not accounting. Costs flow in from your rate cards and work orders; invoicing, AP/AR, tax, and the general ledger stay in your existing finance system.

Start with a 30-day free trial.

Volume pricing available for larger teams — contact sales: sales@craftwaretech.com

At a glance

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Job Margin 365

by Craftware Technologies, LLC

Work-order cost & margin for Dynamics 365 Field Service — see which jobs and contracts profit.

At a glance