I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports?Is the data used to create the reports monitored internally for consistency?Thanks for sharing all input is helpful!

I agree. Jobber’s report are lacking. I wish they would improve their software by creating job type. Then create profit margin by job type. I’d love to know what areas of my business are performing the best.

Well hello Mr Warner. We do a custom field, but it doesnt go anywhere. I'm hoping I can get a sweet integration to a third party dashboard to show profitability!

How do you segment today AndyB3000 ? Do you use a Custom Field by chance?

I create a custom report to see how much work is on the books for certain time periods in the future. I have found this extremely helpful, especially in financially tighter months, for allowing me to forecast what actionable steps I need to take to achieve my goals.

What would make them more robust? What would you consider a good ratio of those numbers? What improves that ratio?

How do you utilize reports in your business? | Home Service Community

15 Replies

BeesKnees
Contributor 3
11 months ago
I am not finding any useful reports from Jobber at this time. I want to be able to see volume of work scheduled for a particular date in the future. It seems like Jobber should really have a "Running Tally" of gross revenue scheduled for each date on the calendar somewhere. Also, I now have the job costing feature added. So, I would imagine that I can see the gross profit for a particular day, month or year in the past but I can't see the dashboard for that.
RachelSmith
Contributor 4
2 years ago
Residential Cleaners here

On a weekly basis, we pull the timesheet report, visit report, and invoice report to find our payroll allocations. We pay our team on a Performance/Commission based system.

We plug these reports into a calculation tool we had custom built by a software developer so the calculations we need can be completed automatically. (Prior to having this tool - completing these calculations accurately took hours.) We then use the information generated by the report to run payroll and create a weekly snapshot of our business health. We track the number visits, gross revenue, payroll % (compared to gross revenue), discounts offered, sales tax collected, and profit distribution - owner's share, marketing cut, overhead, etc.
PennCovers
Contributor 2
2 years ago
The custom reporting is lacking for new construction. There is an opportunity to automate productivity tracking if the 'Visit Title' could be transposed into the reporting fields as our construction process requires multiple phases per Job per address. This would also improve transparency for 1099 reporting for subcontractors.
- JanineChambers
  Contributor 4
  2 years ago
  Have you tried using the visits report to achieve this?
  - PennCovers
    Contributor 2
    2 years ago
    The 'visits report' doesn't pull the title at the visit level. The column available for reporting pulls the job details so the reporting doesn't allow for multi-phase reporting. It's a manual effort to provide any worthwhile reporting out of the system as it is.
bedellmgmt
Jobber Ambassador
2 years ago
I create a custom report to see how much work is on the books for certain time periods in the future. I have found this extremely helpful, especially in financially tighter months, for allowing me to forecast what actionable steps I need to take to achieve my goals.
- JanineChambers
  Contributor 4
  2 years ago
  Love it! Thanks for sharing :) Are there custom fields that you find helpful to pull the information you are looking for? Or is this using an integration to extract and create the report you are looking for?
AndyB3000
Contributor 2
2 years ago
I agree. Jobber’s report are lacking. I wish they would improve their software by creating job type. Then create profit margin by job type. I’d love to know what areas of my business are performing the best.
- JanineChambers
  Contributor 4
  2 years ago
  Could you use a custom field at the job level? I try to add a drop down or text field to indicate the job type which then makes it reportable. If you do use the drop down just make sure the first option is a dash so they don't auto populate as the first option by default.
- Randy_Warner
  Contributor 4
  2 years ago
  How do you segment today AndyB3000 ? Do you use a Custom Field by chance?
  - AndyB3000
    Contributor 2
    2 years ago
    Well hello Mr Warner. We do a custom field, but it doesnt go anywhere. I'm hoping I can get a sweet integration to a third party dashboard to show profitability!
ryaantuttle
Jobber Ambassador
2 years ago
I honestly dont think Jobbers reporting is robust enough. This is definitely an area I think they're working on, but if you're looking to monitor the most important KPI's , I suggest keeping an eye on your LTV vs CAC ratio. Those two numbers will tell you the health of your numbers and ability to scale properly JanineChambers
- JanineChambers
  Contributor 4
  2 years ago
  What would make them more robust? What would you consider a good ratio of those numbers? What improves that ratio?
  - ryaantuttle
    Jobber Ambassador
    2 years ago
    LTV:CAC Ratio: (Sales & Marketing Efficiency)
    -3 to 1 will allow you to scale profitably
    -Figure out CAC for each sales/acquisition channel
    -Service based business should have 10:1 ratio
    -Products based business should be 3:1 ration
    LTV:CAC Back of Napkin:
    -LTV = T otal gross profit you made last year, divided by customers you acquired last year
    (How much money customers make you)
    -CAC = T otal # of customers we got last year (Assumes 12 month lifetime of customer)
    (How much money it takes to get a customer)

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How do you utilize reports in your business?