Job margin by well
Kestrel Well Services
Scored from your answers. Not a comparison with other companies.
Your answers show basic gaps in how this number is defined, owned or built.
If you pointed AI at job margin by well today, there would be no written definition for it to learn from, so it would learn whichever calculation it was given: yours, or one of the ops managers' Excel versions. An assistant asked for the margin on a job would give one answer while a field supervisor's figure gave another, with nothing to show which was right. Job codes from the field ticketing app that don't map to accounting would drop out or land on the wrong job without the tool saying so, which is the same break you saw when that app was added.
Every version is rebuilt by hand, so they only collide at month end
You own the number, but each ops manager runs their own version in Excel, and with no written definition there is nothing to check those versions against. Because the number is rebuilt by hand each time and there is no record of changes, each rebuild can carry its own choices about which costs and job codes count, and nobody can trace when a version drifted. Those differences stay hidden until month end, when a job's margin meets what the field supervisor expected, and that is when the days of checking before anyone trusts it begin. So your goal of knowing a job's margin within a week of it finishing runs into a wait that starts only once the month closes.
Pick one job that finished last month. Ask each ops manager for its margin from their Excel version, put those figures beside yours, and write down every place they differ and why.
Write out, in one paragraph, how you calculate job margin by well: which revenue, which costs and which job codes count. Send it to two ops managers and ask them to mark any line they do differently.
Export last month's job codes from the field ticketing app and from accounting, line them up, and list the codes that appear in one but not the other.
When an ops manager's Excel margin and mine differ for the same job, whose number do we use, and who decides?
Which steps in rebuilding job margin each month are done by hand, and which of them would give a different answer if someone else did them?
What would have to be agreed and written down for us to know a job's margin within a week of it finishing, instead of finding out at month end?
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