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If another biz owner showed you exactly how they use Jobber day-to-day, what would you want them to walk you through?
If you could spend an hour watching another business owner screen-share exactly how they run their business on Jobber — what would you want them to show you? Not a tutorial. Not a demo. Just a real owner walking you through their actual setup. What would be most useful to see?
Forecasting in Jobber Feels Impossible — What Are Other Companies Doing?
Has anyone figured out a solid way to forecast monthly, quarterly, and yearly revenue inside Jobber? Ever since switching to Jobber, we’ve felt completely in the dark when it comes to forecasting and planning. We base a lot of our company goals around projected monthly, quarterly, and yearly revenue, but the reporting tools seem heavily focused on completed work only — not future scheduled work. We’ve tried: Pulling Visits reports (not very accurate for forecasting revenue) Separating recurring vs one-off work (also not very accurate) Looking through Insights/dashboard reports But we still can’t get a clear picture of: Forecasted revenue Upcoming scheduled revenue Total jobs scheduled for future months/quarters Number of jobs completed vs upcoming How many jobs we’re actually doing each month Ideally, we’d love to see: Revenue projections based on scheduled visits/jobs Monthly/quarterly/yearly forecasting Scheduled vs unscheduled work totals Job counts by month A future-facing reporting dashboard Right now it feels like all the reports only show historical/completed numbers, which makes planning really frustrating. What are other companies doing for forecasting inside Jobber? Are you using a workaround, exporting reports to spreadsheets, integrating with another software, or using a marketplace app? Would really appreciate hearing how others are handling this because we can’t be the only company struggling with this.What KPIs is everyone tracking beyond the basic revenue numbers using insights?
I’m curious how creative people are getting with it. Are you tracking things like close rate by estimator, profit per job, callbacks, average ticket size, recurring vs one-time clients, drive time, or technician efficiency? Would love to hear what’s actually helping you make better decisions.
Cancellation report
So apparently there is no report to run that shows cancelled/unscheduled jobs in a given time period. Has anyone else asked for this feature? I just asked customer service to submit as a requested feature - hopefully, it's fast-tracked as I can't see how this isn't available. Has anyone found some way with zapier to track your canceled jobs and their values so you can track that metric?Projected revenue
I would like to look at my upcoming schedule (by day, by week, or a custom range), and see the projected revenue based on future visits. I own a lawn service/maintenance company, and we invoice our customers after every visit. For example, when I see tomorrow's schedule, I would like to see the total number of visits, the revenue associated with each visit, and the total revenue for the day. I have never found a report in Jobber for this. I'm surprised that it isn't on the dashboard. Does anyone else think similarly? Are there easy work-arounds?
Salesperson Performance Report
Product Enchantment...... It would be very beneficial to have a drop down similar to the Quote Report on the Salesperson Performance Report. It appears the Salesperson Performance Report is based only on when it is created, therefore, making it difficult to pay commissions on a weekly or monthly basis.
Pulling a report on different revenue categories
Hello, My business get revenue from 4 different areas. Sales, installations, Rentals, Service Agreements. I would like to be able to see a report that shows the total revenue for each of those categories. I have created custom fields with those categories but can't seem to figure out how to get a report on those. Currently jobber just lumps all revenue into jobs so I can't get a good idea of performance on each or what my average ticket is on each unless I do leg work and manually go in, export and parse it all out. Is there a report that does this in jobber? Thanks Ernie
Job pricing
Not sure if this is in the right spot. Came from yardbook. (for those that have seen my posts yes i compare to that alot. its functionality is amazing. and its built for lawn care specefically so there are more than a few things that there that wouldn't be as much of a priority for something thats goal is to be for every service industy) anyways they had a feature where you clock in and out of a job. (you could clock out come back and clock back in and would still keep track as long as you on that perticular service) anyways there was a report you could go to and enter in your targeted hourly rate. it would then run through all the jobs, and let you know if you were where you needed to be. Yes i can do that manually, but the tab was a quick check in. run it monthly and see if there are patterns, oh this job is alway under and taking longer i need to adjust price, oh this is always more profitable hourly rate wise, how do i get more jobs like that, what do i do differently etc.
