Reporting
What reports in Jobber have been most helpful in identifying growth opportunities or inefficiencies?
Forum Discussion
2 Replies
Work reports > visits - with customized time frames to see how much work is on the books for a given time-periods! This is especially helpful during slower periods and for cash flow projections.
bedellmgmtThis is what we do, however, the pricing displays incorrect in many, many cases for recurring visits. Example: we did a round of price increases, and updated the hourly rate on the recurring jobs for customers receiving the price increase. Doing this updates pricing displayed in the Visits report for ALL visits, including completed visits. Not only that, but it is doing something weird where it's changing pricing even higher in some cases - the issue we've observed is a major problem if you are looking at completed visits. Do you have any recommendations for other reports that show accurate pricing for completed visits?
