How do cleaning businesses automatically track job costing and profit margins for recurring clients?

Question

Hi all!
In our cleaning business we have a lot of recurring clients with lots of visits for the same job. 85% is recurring and 15% one off jobs.
however, the reporting options for job costing and profit margins for recurring jobs are not as good as the one off jobs.
there are integrations that will pull live data from jobber and push into google sheets for example - but only using the triggers “job closed” or “job updated”. As most of our jobs never close, we are looking for a visit-based data pull that functions automatically.
I have a google sheets dashboard with metrics based on the visits report, but requires Manual data pull daily to track performance.
any suggestions?
cheers!

julie · Answer

Thanks for sparking this convo!&nbsp;Tagging judithvirag​ roselvaggio​ in case they have any tips or resources they can share 🙌

kylec95 · Answer

I have found quick books online does a decent job with that. The integration between jobber and quick books seems to be decent as well. Having used both and still using both. Quick books is definitely geared more towards expense tracking and cost analysis than jobber. Jobber is better for everything customer related, like quotes, invoices, and scheduling.

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How do cleaning businesses automatically track job costing and profit margins for recurring clients?

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