Forum Discussion

Derek1's avatar
Derek1
Contributor 2
2 months ago

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?

lawn care
reports
  • Daichi's avatar
    Daichi
    Contributor 2
    2 months ago

    If you're looking to just use Jobber reports, I'll typically export the active visits report in jobber and then calculate it based on active clients. 

    However, you'd have to do this every time you add a new client because your forecasted revenue would change. 

    There's an app in the marketplace called Crew Insight that I helped build. It shows forecasted rev for one off and recurring. That way you always know what your recurring revenue is at a glance. It's been nice to see how that number changes as the business grows and I have more active recurring clients. 

  • julie's avatar
    julie
    Jobber Community Team
    2 months ago

    Hey Derek, thanks for the feedback. I've passed it along to our Success Team. 
    I also recommend that you use the "visits report" filter by the day you're looking at as a workaround for this!