Pro Teams Features - ProfitCalculator.com.au

Version: 2.1

Last Updated: November 18, 2025

Target Users: Australian businesses with teams, multiple users requiring collaboration

Overview

Pro Teams is designed for businesses with employees who need multi-user access, real-time collaboration, and comprehensive team management features. This tier includes all Pro Solo features plus advanced team collaboration capabilities.

Monthly Cost: $29/month

What's Included: Everything in Pro Solo + Multi-user collaboration + Real-time updates + Employee management + Team features

Table of Contents

1. What's New in Pro Teams
2. Dashboard & Analytics
3. Multi-User Team Management
4. Employee Management
5. Job Management
6. Project Management
7. Overhead Tracking
8. Reports & Analytics
9. Scenario Planner
10. Real-Time Collaboration
11. Activity Log
12. Settings & Configuration

What's New in Pro Teams

Exclusive Pro Teams Features

Multi-User Collaboration:

• Invite unlimited team members to your account
• Role-based access control (Admin, Editor, Read-Only)
• Real-time updates across all connected users
• Activity tracking and audit logs

Employee Management:

• Visible employee management UI (vs hidden in Pro Solo)
• Create, edit, delete employees
• Track multiple team members
• Individual on-cost overrides per employee
• Unallocated hours tracking per employee

Team Management:

• User invitation system via email
• Pending invitation management
• Role assignment and permissions
• Team member removal
• Admin-only controls

Real-Time Features:

• Server-Sent Events (SSE) for instant updates
• Multi-user data synchronization
• Activity log updates without refresh
• Dashboard metrics update in real-time
• Entity lists (jobs, employees, overheads) auto-refresh

Activity Logging:

• Complete audit trail of all account activity
• Track who made what changes and when
• Filter by date range, action type, entity type
• Admin-only access
• Detailed change information

Email Notifications:

• Price change confirmations
• Team member invitations
• System notifications
• Job update alerts

Dashboard & Analytics

Overview

Central hub showing business profitability and performance metrics with real-time updates.

Key Metrics (8 Cards)

Financial Summary:

1. Total Annual Revenue - Combined revenue from all recurring jobs and projects
2. Total Annual Direct Cost - Labour costs and materials (before overhead)
3. Total Annual Gross Profit - Revenue minus direct costs
4. Total Annual Overhead - All annualized overhead expenses
5. Total Annual Net Profit - Gross profit minus overhead
6. Net Profit Percentage - Net profit as percentage of revenue
7. Average Margin - Average gross profit margin across all jobs
8. Productive Hours per Year - Total billable hours from all employees

Real-Time Updates:

• Metrics update automatically when team members make changes
• No manual refresh required
• Changes appear within 2-3 seconds across all users

Value Bucket Visualization

Classification Methods:

• Gross Profit Margin (%)
• Effective Hourly Rate ($/hr)
• Net Profit ($) ← Recommended for Pro Teams
• Net Profit Percentage (%)

Recommended for Pro Teams:

Net Profit ($) is the recommended classification method for Pro Teams accounts, as it shows the total dollar contribution of each job to your business. You can change to any classification method in Settings > Business Settings if preferred.

Value Categories:

• High Value (Green) - Top performers
• Good Value (Blue) - Solid contributors
• Low Value (Yellow) - Underperforming
• Loss Making (Red) - Needs attention

Features:

• Donut chart visualization
• Configurable thresholds
• Click to filter jobs by bucket
• Real-time updates as jobs change

Recent Jobs

• Last 10 created or modified jobs
• Job name, employee, profitability
• Quick edit access
• Updates in real-time

Multi-User Team Management

Overview

Invite and manage multiple users with role-based permissions. Perfect for teams needing collaborative access to business data.

User Roles

Admin:

• Full account control
• Create/edit/delete all data
• Manage team members
• Invite new users
• Access all features
• View activity logs
• Configure settings

Editor:

• Create/edit/delete jobs, employees, overheads, projects
• Create and apply scenarios
• Export reports
• Cannot manage team members
• Cannot change account settings
• Cannot access activity logs

Read-Only:

• View all data
• Access dashboard and reports
• Export data
• Cannot create, edit, or delete anything
• Cannot apply scenarios
• Perfect for accountants or stakeholders

Team Member Invitation

Invitation Flow:

1. Admin enters new user's email and assigns role
2. System sends invitation email
3. User receives email with secure link
4. User clicks link and completes onboarding
5. User sets password and joins account
6. Admin sees user as "Active" in team list

Pending Invitations:

• View all pending invitations
• Resend invitation emails
• Cancel pending invitations
• See expiry dates
• Track who was invited by whom

Invitation Email Contains:

• Business name
• Role assignment
• Secure one-time link
• Instructions for setup
• Expiry information

Team Member Management

View Team Members:

• List of all active users
• Name, email, role
• Join date
• Last active timestamp
• Invitation status

Edit Team Members:

• Change user role (Admin only)
• Remove users (Admin only)
• Cannot remove account owner
• Cannot change own role

Security:

• Account owner cannot be removed
• At least one Admin required
• Role changes logged in activity
• Email verification required

Employee Management

Overview

Full employee management UI with complete CRUD operations. Track all team members performing billable work.

Pro Teams Difference: Employee management is fully visible and accessible (hidden in Pro Solo where it's tracked in Overheads).

Employee Information

Basic Details:

• Employee name (required)
• Employment type (Full-Time, Part-Time, Casual, Contractor, Apprentice)
• Base hourly rate (required)
• Weekly Hours - Customizable for BOTH full-time and part-time employees
• Email address (optional)
• Phone number (optional)
• Start date (optional)

Weekly Hours Field:

• Full-Time Employees: Defaults to 38 hours, but fully editable
• Some industries use 40-hour weeks
• Affects leave entitlements calculation
• Impacts unallocated hours tracking
• Part-Time Employees: Must specify actual weekly hours
• Required for accurate pro-rata leave calculations
• Used for unallocated hours tracking
• Determines productive capacity

Australian On-Costs

Superannuation:

• Default: 12% (configurable in Settings)
• Can override per employee
• Applied to base rate (after leave allowance)
• GST-exclusive calculation

Workers Compensation:

• Default: 2% (configurable in Settings)
• Can override per employee
• Industry-specific rates
• Risk-based pricing

Additional On-Costs:

• Training % - Professional development costs
• DV Leave % - Domestic Violence Leave provisions
• Long Service Leave % - State-specific provisions
• Other % - Miscellaneous employment costs

Complete Effective Rate Calculation:

Full-Time Employee Example ($40/hour base, 38 hours/week):

1. Base Rate: $40.00
2. Leave Allowance Uplift: $40.00 × 13% = $5.20
3. Base Rate with Leave: $45.20
4. Leave Loading (if enabled): $0.61/hour
5. Superannuation: $45.20 × 12% = $5.42
6. Workers Comp: $45.20 × 2% = $0.90
7. Training: $45.20 × 1% = $0.45
8. Other On-Costs: $45.20 × 0.5% = $0.23

TOTAL EFFECTIVE HOURLY COST: $52.01/hour

Leave Entitlements

Full-Time Employees:

• Default: 20 days annual leave + 10 days personal leave (Fair Work Act)
• Per-employee overrides available for both annual and personal leave
• Leave allowance automatically calculated based on weekly hours
• Transparent cost breakdown shows base rate, leave uplift, and on-costs separately

Part-Time Employees:

• Pro-rata leave based on weeklyHours / 38 ratio
• Example: 25 hours/week = 65.8% of full-time entitlements
• Annual leave: 13.16 days
• Personal leave: 6.58 days
• Same leave allowance multiplier calculation (~13% uplift)

Leave Loading (Optional):

• Configurable at account level (default 17.5%)
• Can be overridden per employee
• Applied only to annual leave hours
• Spread across productive hours
• Shows separately in employee cost breakdown

Employee Card Display:

• Shows effective hourly cost prominently
• Collapsible breakdown section reveals:
• Base hourly rate
• Leave allowance uplift (with multiplier)
• Leave loading (if enabled)
• Superannuation amount
• Workers Compensation amount
• Training, DV Leave, Long Service Leave amounts
• Other on-costs
• Total effective cost

Unallocated Hours Tracking

Purpose:

Track non-billable hours per employee (admin, training, meetings, downtime)

Configuration:

• Toggle: "Add Unallocated to Overheads" (per employee)
• Weekly Hours field determines contracted hours
• System calculates allocated hours from jobs
• Unallocated = Weekly Hours - Allocated Hours

How It Works:

Employee: Full-Time @ 40 hours/week (customized from default 38)
Allocated to jobs: 34 hours/week
Unallocated: 6 hours/week

If "Add to Overheads" enabled:
  Annual unallocated: 6 × 52 = 312 hours
  Effective cost: $52.01/hour
  Annual cost: $16,227
  → Added to total overhead pool

Impact:

• Increases total overhead pool by unallocated hours cost
• Reduces available productive hours for overhead allocation
• Results in higher overhead per productive hour
• More accurate job pricing
• Better break-even calculations

Three Places Using weeklyHours (all fixed):

1. Backend: profitCalculations.ts - computeOverheadTotalsForPeriod function
2. Frontend: overheads.tsx - Unallocated hours calculation
3. Frontend: overheads.tsx - Overhead total calculation

Employee List Features

Display:

• Sortable table
• Search/filter by name or type
• Effective rate shown
• Color-coded employment types
• Edit/delete actions

Bulk Operations:

• CSV import for multiple employees
• CSV export for backup
• Template download

Real-Time Updates:

• Employee changes appear instantly for all users
• No refresh required
• Activity log tracks all changes

Job Management

Overview

Manage all recurring work with full team visibility and real-time collaboration.

Job Creation & Editing

Required Fields:

• Job Name
• Job Type (user-configurable)
• Employee assignment
• Frequency (Weekly/Fortnightly/Monthly)
• Hours per visit
• Price per visit

Optional Fields:

• Description/notes
• Travel time (minutes)
• Travel distance (km @ $1.00/km default)
• Customer details
• Start date

Profitability Calculations

Direct Labour Cost:

Labour Cost = (Hours + Travel Hours) × Employee Effective Rate

Overhead Allocation:

Two-pass sophisticated method:

1. Calculate total productive hours (annual basis, minus unallocated)
2. Allocate overhead: (Total Annual Overhead ÷ Productive Hours) × Job Hours

Gross Profit:

Gross Profit = Revenue - Direct Labour - Travel Costs
Gross Margin % = (Gross Profit ÷ Revenue) × 100

Net Profit:

Net Profit = Gross Profit - Allocated Overhead
Net Margin % = (Net Profit ÷ Revenue) × 100

Effective Hourly Rate:

EHR = Revenue ÷ Total Hours (including travel)

Job List Features

Filtering:

• By Job Type
• By Employee
• By Frequency
• By Portfolio Mix (High/Good/Low/Loss)
• Multiple simultaneous filters
• Filter badges with clear all

Sorting:

• Job Name (A-Z)
• Net Profit % (highest first)
• Annual Net Profit ($ highest first)

Display:

• Color-coded borders by value
• Quick actions: View, Edit, Delete
• Real-time updates when team members edit jobs

Quick Price Adjuster

Test Pricing Changes:

1. Click "Adjust Price" on any job
2. Enter new price
3. See instant before/after comparison:

• Revenue impact
• Net profit $ change
• Net profit % change
• Portfolio mix shift

4. Apply to save or Cancel to discard

Email Notifications:

When price applied, email sent with:

• Job details
• Revenue impact
• Profitability analysis
• GST breakdown
• Timestamp and user

CSV Import/Export

Export:

• All jobs with calculated metrics
• 16 editable fields
• Excel-compatible
• Backup purposes

Import:

• Template provided
• ID-based: blank = create, existing = update
• Bulk operations
• Validation errors shown
• All 16 fields supported

CSV Fields:

ID, Job Name, Employee Name, Frequency, Occurrences, Job Type, Charge Method, Rate/Hour, Total Charge, Hours, Materials, Travel KM, Travel Minutes, Employee Rate Type, Allowance Amount, Allowance Type

Project Management

Overview

Manage one-off projects with multiple labour entries and sophisticated costing.

Project Modes

Quote Builder:

• Set target margin %
• System calculates suggested price
• Ideal for quoting new work

Fixed Price:

• Enter agreed price
• System calculates profitability
• Shows if price meets targets

Project Information

Basic Details:

• Project name (required)
• Description (optional)
• Status (Planning/In Progress/Completed/On Hold)
• Pricing mode
• Start/end dates (optional)

Pricing:

• Target margin % (Quote Builder)
• Fixed price (Fixed Price mode)
• Materials cost
• Project-specific overheads

Multi-Employee Labour Entries

Each Entry:

• Employee (required)
• Hours (required)
• Hourly rate (can override base)
• Notes (optional)

Features:

• Unlimited labour entries
• Add/edit/delete entries
• Reorder entries
• Individual cost calculations
• Override rates for special cases

Project Calculations

Labour Cost:

Per Entry: Hours × Rate × (1 + Super% + WorkerComp%)
Total: Sum of all entries

Auto-Allocated Overhead:

• Shared overhead pool
• Based on project hours
• Fair distribution formula

Project-Specific Overhead:

• Unique to this project
• Permits, rentals, site costs
• Not shared with other work

Total Cost:

Total = Labour + Materials + Auto-Overhead + Project-Overhead

Project Details View

Comprehensive Breakdown:

• Header with status and mode badges
• Summary cards (Revenue, Cost, Net Profit)
• Cost breakdown card
• Additional metrics (Gross Profit, EHR)
• Labour breakdown by employee
• Materials and overheads display
• Status impact note

Real-Time Updates:

• Project changes sync across users
• No refresh needed
• Activity log tracks all edits

Overhead Tracking

Overview

Track all business expenses with full team visibility and collaboration.

Overhead Items

Required Information:

• Name/description (required)
• Amount (required)
• Billing period (Weekly/Fortnightly/Monthly/Quarterly/Annually/One-off)

Optional Information:

• Category/type
• Vendor
• Notes
• Due date

GST Handling

Automatic GST Calculation:

GST Amount = Amount ÷ 11
GST-Exclusive = Amount × 10 ÷ 11

Why GST-Exclusive:

• Accurate overhead allocation
• Matches revenue calculations
• True profitability measurement

Annualization

Conversion:

• Weekly: Amount × 52
• Fortnightly: Amount × 26
• Monthly: Amount × 12
• Quarterly: Amount × 4
• Annually: Amount × 1
• One-off: Amount × 1

Allocation Formula:

Overhead per Hour = Total Annual Overhead ÷ Total Productive Hours
Job Overhead = Job Annual Hours × Overhead per Hour

Overhead List Features

Display:

• Sortable table
• Name, amount, period, annualized value
• Category grouping
• Edit/delete actions

Bulk Operations:

• CSV import/export
• Template download
• Backup and restore

Real-Time Updates:

• Overhead changes sync instantly
• Dashboard updates automatically
• All users see latest data

Reports & Analytics

Job Summary Report

Comprehensive Metrics (16 columns):

1. Job Name
2. Job Type
3. Employee
4. Frequency
5. Hours per Visit
6. Annual Hours
7. Price per Visit
8. Annual Revenue (GST-ex)
9. Annual Direct Cost
10. Annual Gross Profit
11. Gross Margin %
12. Annual Allocated Overhead
13. Annual Net Profit
14. Net Margin %
15. Effective Hourly Rate
16. Value Tag (High/Good/Low/Loss)

Features:

• Color-coded value tags
• Sortable columns
• Fixed header scrolling
• Monospace fonts for numbers
• Real-time calculations

CSV Export

Export All Data:

• Jobs with full metrics
• Calculated annual values
• Profitability indicators
• Value classifications
• Excel-compatible format

Use Cases:

• External analysis
• Board reporting
• Historical tracking
• Data backup

Scenario Planner

Overview

Model "what-if" scenarios to test pricing and cost changes risk-free before implementing.

Price-Rise Scenarios

Configuration:

• Global price increase %
• Job-type specific overrides
• Different increases per category

Preview Shows:

• Current vs projected revenue
• Current vs projected net profit
• Revenue changes per job type
• Job-by-job impact
• Portfolio mix shifts

Apply Process:

• Atomic application (all or nothing)
• Updates all affected jobs
• Creates audit trail
• Sends email confirmations
• Real-time sync to all users

Cost-Rise Scenarios

Purpose:

Model rising costs and calculate required price adjustments

Configuration:

• Employee hourly rate changes
• Overhead increases
• System calculates minimum price rise needed

Analysis:

• Shows impact of cost increases
• Calculates break-even pricing
• Suggests price adjustments
• Maintains target margins

Scenario Management

Actions:

• Create new scenarios
• Apply to live data (atomic)
• Rollback to previous state
• View scenario history
• Delete unused scenarios

Audit Trail:

• Who created scenario
• When applied
• What changed
• Job-level detail
• Rollback history

Real-Time Collaboration:

• Scenario changes sync to all users
• Applied scenarios update jobs instantly
• Activity log tracks all actions

Real-Time Collaboration

Overview

Pro Teams exclusive: Server-Sent Events (SSE) provide instant updates across all connected users.

How It Works

Server-Sent Events (SSE):

• Persistent connection to server
• Real-time event streaming
• Automatic reconnection
• 30-second heartbeat
• Exponential backoff retry

What Updates in Real-Time:

• Jobs (create, update, delete, import)
• Employees (create, update, delete)
• Overheads (create, update, delete)
• Scenarios (create, update, delete, apply, rollback)
• Settings (update)
• Projects (create, update, delete)
• Activity log entries
• Dashboard analytics

User Experience

Instant Synchronization:

When User A makes a change:

• User B sees update within 2-3 seconds
• No manual refresh required
• Toast notification (optional)
• Smooth UI updates

What Updates:

• Entity lists (jobs, employees, overheads, projects)
• Dashboard metrics
• Activity log
• Reports
• Individual entity details

Technical Implementation

Connection:

• Automatic connection on login
• Only for Pro Teams and Advisor tiers
• Free tier uses 30-second polling
• Graceful degradation if SSE fails

Reliability:

• Automatic reconnection on disconnect
• Exponential backoff (max 3 attempts)
• Falls back to polling (30-second interval) if SSE unavailable
• Scheduled SSE reconnect attempts every 5 minutes from polling fallback
• Automatically recovers to real-time when server becomes available
• No data loss during fallback transitions

Security:

• Per-account isolation
• Session authentication required
• Only sees own account data
• Role permissions enforced

Activity Log

Overview

Admin-only feature providing complete audit trail of all account activity.

What's Tracked

Entity Operations:

• Jobs: create, update, delete, import, price changes
• Employees: create, update, delete
• Overheads: create, update, delete
• Scenarios: create, update, delete, apply, rollback
• Team Members: invite, role change, remove
• Projects: create, update, delete
• Settings: update

Tracked Information:

• Action type (created/updated/deleted)
• Entity type (job/employee/overhead/etc)
• Entity ID and name
• User who performed action
• User email
• Timestamp
• Detailed change information
• Before/after values for updates

Activity Log Features

Filtering:

• By date range (from/to dates)
• By action type (created/updated/deleted)
• By entity type (jobs/employees/overheads/etc)
• Combined filters
• Clear all filters

Display:

• Reverse chronological order (newest first)
• Card-based layout
• Color-coded action badges
• Entity type icons
• User information
• Timestamp
• Change details

Pagination:

• 50 entries per page
• Load more functionality
• Infinite scroll (optional)
• Performance optimized

Real-Time Updates:

• New activity appears automatically
• No refresh required
• Updates within 2-3 seconds
• Toast notifications for new entries

Use Cases

Accountability:

• Track who made what changes
• Identify user actions
• Audit compliance
• Team oversight

Troubleshooting:

• Identify when issues occurred
• See what changed before problems
• Trace back changes
• Debug data issues

Reporting:

• Activity summaries
• User activity reports
• Change frequency analysis
• Compliance documentation

Settings & Configuration

Settings Page Structure

Pro Teams settings are organized into three tabs:

1. Account Tab - Your profile, subscription, and account management (all roles)
2. Team Tab - User management, roles, and invitations (Admin-only access)
3. Business Settings Tab - Calculation defaults, job types, and profitability thresholds (all roles)

Important: The Team tab is only visible to users with the Admin role. Editors and Read-Only users can access Account and Business Settings tabs only.

Account Tab

Profile:

• Business name (account display name)
• Your name
• Email address
• Change password

Subscription Management:

• Current plan: Pro Teams - $29/month
• Billing cycle and next billing date
• Manage payment method (Stripe Customer Portal)
• View billing history and download invoices
• Upgrade to Advisor Edition
• Downgrade to Pro Solo (removes team features)
• Cancel subscription

Billing History:

• All past invoices
• Payment dates and amounts
• Download PDF receipts
• Track business expenses

Team Tab (Admin-Only)

Access Requirement: Only users with Admin role can access this tab.

Team Members Management:

• View all active users with their roles
• Invite new members via email
• Change user roles (Admin, Editor, Read-Only)
• Remove users from account
• View pending invitations
• Resend or cancel invitations

Role Permissions:

• Admin: Full access to all features, settings, team management, and activity log
• Editor: Create/edit/delete all entities (jobs, employees, overheads, scenarios), cannot manage team or access activity log
• Read-Only: View all data, cannot modify anything

Invitation System:

• Send email invitations
• Secure link with role assignment
• Tracks pending status
• Auto-expires after period

Business Settings Tab

Australian On-Costs:

• Superannuation rate (default 12%)
• Workers Comp rate (default 2%)
• Apply to all employees (can override per employee)

Travel Costs:

• Rate per km (default $1.00/km)
• ATO guidelines-based

Productive Hours:

• Default hours per week (default 38)
• Capacity calculations
• Overhead allocation

Value Classification Settings:

Classification Method Selection:

• Recommended: Net Profit ($) ← Most relevant for Pro Teams
• Alternative: Gross Profit Margin (%)
• Alternative: Effective Hourly Rate ($/hr)
• Alternative: Net Profit Percentage (%)

Why Net Profit $ is Recommended for Pro Teams:

Net Profit in dollars is the most meaningful metric for teams because it shows the total dollar contribution of each job to the business bottom line, helping prioritize high-value work across your team.

Profitability Thresholds:

Configure what defines High/Good/Low/Loss for each classification method:

Net Profit ($): ← Recommended for Pro Teams

• High Value: > $500 (default threshold)
• Good Value: > $200 (default threshold)
• Low Value: > $0
• Loss Making: ≤ $0

Gross Profit Margin (%):

• High Value: > 30% (default)
• Good Value: > 15% (default)
• Low Value: > 0%
• Loss Making: ≤ 0%

Effective Hourly Rate ($/hr):

• High Value: > $100/hr (default)
• Good Value: > $60/hr (default)
• Low Value: > $0/hr
• Loss Making: ≤ $0/hr

Net Profit Percentage (%):

• High Value: > 20% (default)
• Good Value: > 10% (default)
• Low Value: > 0%
• Loss Making: ≤ 0%

Job Types

Management:

• Add new types
• Edit existing types
• Delete unused types
• Reorder list

Default Types:

• Residential Cleaning
• Commercial Cleaning
• Window Cleaning
• Carpet Cleaning
• (fully customizable)

Validation:

• Cannot delete types in use
• Must have at least one type
• Unique names required

Unsaved Changes Guard

Protection:

• Warns before leaving with unsaved changes
• Prevents accidental data loss
• Clear save/discard options
• Works across all settings tabs

Email Notifications

Automated Emails

Welcome Email:

• Sent when account created
• Getting started guide
• Next steps

Team Invitations:

• Invitation to join account
• Role information
• Secure link
• Expiry details

Password Reset:

• Secure reset link
• Expiry information
• Security reminder

Price Change Confirmations:

• Job details
• Old vs new price
• Revenue impact
• Profitability analysis
• GST breakdown
• Timestamp

Subscription Updates:

• Payment confirmations
• Renewal notices
• Failed payment alerts
• Cancellation confirmations

Email Features

Professional Formatting:

• Clean design
• Clear calls-to-action
• Relevant data included
• Mobile-responsive

Security:

• Secure links
• Time-limited tokens
• One-time use
• Email verification

Data Management

CSV Import/Export

Supported Entities:

• Jobs (16 editable fields)
• Employees
• Overheads
• Projects

Export Features:

• One-click download
• All data included
• Calculated fields
• Excel-compatible
• Backup purposes

Import Features:

• Template downloads
• Validation before import
• Error reporting
• ID-based create/update
• Bulk operations

CSV Field Mapping:

Jobs: ID, Job Name, Employee Name, Frequency, Occurrences, Job Type, Charge Method, Rate/Hour, Total Charge, Hours, Materials, Travel KM, Travel Minutes, Employee Rate Type, Allowance Amount, Allowance Type

Data Security

Encryption:

• Data encrypted at rest
• HTTPS for all connections
• Secure session management
• Password hashing (bcrypt)

Access Control:

• Role-based permissions
• Session authentication
• API endpoint protection
• Account isolation

Privacy:

• Data belongs to account owner
• No cross-account sharing
• Secure deletion
• GDPR-compliant

Data Backup

Automatic:

• Database backed up regularly
• Point-in-time recovery
• Disaster recovery ready
• PostgreSQL native

User-Initiated:

• CSV exports as backups
• Download anytime
• Import to restore
• Version control via exports

Australian Business Compliance

GST (Goods & Services Tax)

Rate: 10% (1/11th of GST-inclusive)

Implementation:

• All prices include GST
• GST component calculated
• GST-exclusive for calculations
• Accurate profitability

Breakdown:

GST-Inclusive: $110
GST Amount: $110 ÷ 11 = $10
GST-Exclusive: $110 × 10 ÷ 11 = $100

Superannuation

Current Rate: 12% (configurable)

Application:

• Applies to employee wages
• % of base hourly rate
• Added to effective cost
• Per-employee overrides

Workers Compensation

Purpose: Mandatory injury insurance

Implementation:

• % of wages (industry-specific)
• Default configurable
• Per-employee overrides
• Added to labour cost

ATO Travel Rates

Rate: $1.00/km (configurable)

Usage:

• Travel distance reimbursement
• Business vehicle use
• Tax-deductible
• Job costing accuracy

Support & Resources

In-App Help

Tooltips:

• Complex features explained
• Hover for information
• Context-sensitive

Help Text:

• Form guidance
• Placeholder examples
• Field descriptions

Documentation

User Guides:

• Feature tutorials
• Best practices
• Step-by-step guides

Video Tutorials:

• Getting started
• Advanced features
• Tips and tricks

Support Channels

Email Support:

• Priority support for Pro Teams
• 24-hour response time
• Technical assistance

Knowledge Base:

• FAQ section
• Common issues
• Troubleshooting guides

Comparison with Other Tiers

Pro Solo vs Pro Teams

Pro Teams vs Advisor

Advisor Edition adds:

• Client management
• Unlimited client invitations
• Per-client billing ($16.50/client/month)
• Client dashboard
• Grace period handling
• Advisor landing page
• Base subscription + metered billing

End of Pro Teams Documentation

For Pro Solo features, see PRO_SOLO_FEATURES

For Advisor Edition features, see ADVISOR_FEATURES.md

For complete technical documentation, see PRO_FEATURES_DOCUMENTATION.md

Updated on: 20/11/2025