Projected revenue
If I could make a new standard report in Jobber, it would be for revenue projection, based on the visits that are on the schedule. I would like to customize the time frame. For example: I'd like t...
Forum Discussion
Hey Derek! Thank you so much for this feedback. I have submitted this to our Product Development team.
I think you are on the right track with downloading the reports, but I understand that can be a hassle. I have two suggestions for you to streamline this a bit easier.
The first being, the insights tab on the left side menu, this is a new feature to look at projected revenue and other vital information at a glance.
My second suggestion to you is to use Jobbers report scheduler, so you do not need to pull these reports manually. The report scheduler can be found by going to Apps > Report Scheduler - it is free to use and designed by Jobber.
For more info on these tool, please check out this Help Center Article.
