Forum Widgets
Recent Discussions
Equipment/Asset History Log
I have brought it up before to the team, but wanted to get feedback from other users on the platform. Equipment logs that could track model/serial number, work preformed, parts used etc. This would be extremely helpful in the commercial HVAC world where customers will have multiple pieces of equipment per site. We need to be able to look up the history on specific pieces of equipment when customers have questions, or for ourselves during service. I honestly don't think I can justify paying for Jobber without that feature included!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.
KPI Dashboard
Does Jobber have anything in the works to show a KPI dashboard of short? Something that we can easily look at to see certain metrics important in our business. Some of these could include set goals such as booked jobs for the week, month. Some others could be close rates, total sales, etc. If not, what would be a good integration alternative?How do I see the total dollar value of an upcoming day?
I can't seem to find the total value of a future day in my calendar?? I feel like I am missing something small as that is important information and a lot of people would need that information. I can see the value of today, but when I click ahead to another day it only shows me the name, time and location of the call. Not the total value of the day. Can someone help me find what I am missing!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?
How to Track Google Lead Form Conv. With Jobber Lead Form?
Hey all, I recently had to take off the Jobber Lead form from my site because I cannot figure out of to track the leads being converted from google ads. Typically when they click submit, they are redirected to a thank you page and the URL of that page triggers the Google Conversion Tracker as a submitted lead form. Due to this, I had to revert back to my old lead form so I can track the conversions and now have to manually put leads into the CRM... which sucks and was one of the main reasons I got jobber.
Monthly Statements
More and more of my customers require monthly statements. Jobber does not have the option to set this to email the customer each month automatically. I need to remember and perform it manually. It would be great if this feature could become available, as it will reduce my monthly admin.
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.
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?
