Forum Discussion

Ernie's avatar
Ernie
Contributor 2
19 days ago

Pulling a report on different revenue categories

Hello,

My business get revenue from 4 different areas.  Sales, installations, Rentals, Service Agreements.  I would like to be able to see a report that shows the total revenue for each of those categories.  I have created custom fields with those categories but can't seem to figure out how to get a report on those.  Currently jobber just lumps all revenue into jobs so I can't get a good idea of performance on each or what my average ticket is on each unless I do leg work and manually go in, export and parse it all out.  Is there a report that does this in jobber?

Thanks

Ernie

1 Reply

  • HUGEHandyman's avatar
    HUGEHandyman
    Jobber Ambassador
    14 days ago

    I know you for sure can make them in to two seperate categories - Products and Services. You'd need to do that when you are making the line items. I'd imagine the service agreements would be easy to seperate because that would be your reoccuring revenue. The rentals would probably just come down to the specific line items. I'm not sure there. Def hit up support though, they can help you figure out how to go about sorting those.