Forum Discussion

roselvaggio's avatar
roselvaggio
Verified Community Coach
3 months ago

What KPIs is everyone tracking beyond the basic revenue numbers using insights?

I’m curious how creative people are getting with it. Are you tracking things like close rate by estimator, profit per job, callbacks, average ticket size, recurring vs one-time clients, drive time, or technician efficiency? Would love to hear what’s actually helping you make better decisions.

6 Replies

  • MBMW7's avatar
    MBMW7
    Contributor 2

    I’ve been focusing on KPIs that actually tell me whether things are running smoothly, not just whether revenue looks good on paper.

    One big one is unit availability. If a fleet unit or a piece of equipment is down, nothing else matters. Tracking how many assets are operational at any given time gives me a real picture of reliability.

    I also watch how long it takes to get something back in service once an issue is reported. That exposes delays in scheduling, diagnostics, or parts.

    Another helpful one is first‑pass completion rate. If I have to go back out, something in the process needs tightening.

    I also track cost per service event so I can see which types of jobs are actually profitable and which ones are eating margin.

    And then there’s PM compliance. When preventative maintenance stays on schedule, everything else gets easier.

    Those few metrics alone have helped me make better decisions and keep customers running.

  • HUGEHomePros's avatar
    HUGEHomePros
    Verified Community Coach

    Mine are:

    Work Capacity - the percentage of hours worked vs available hours for my technicians. I know that if I can get my guys around 90% usage rate vs their available hours, we will be in a good spot revenue wise. 

    Average ticket - This ones pretty basic AND Jobber has a tracker in their insights dashboard

    Quote Value Percentage - The $$ value of quotes sent vs quotes accepted. I feel like this is better than the actual conversion percentage for us that have higher tickets. 

    New Leads - Just to see if marketing is working. I need to get better about tracking where they come from specifically. 

  • We track revenue, but the more useful numbers for us are the ones that show whether the business is actually healthy.

    The main KPIs I care about are:

    • Close rate by lead source
    • Average job size by type of work
    • Estimate sent time after walkthrough
    • Estimate-to-signed-project conversion rate
    • Gross margin by job
    • Labour hours estimated vs. actual
    • Materials budgeted vs. actual
    • Change order value as a percentage of original scope
    • Deposit collected before scheduling/procurement
    • Accounts receivable days outstanding
    • Callback / warranty rate by job type
    • Jobs delayed by client decisions, selections, weather, or hidden conditions

    For renovations, revenue alone can be misleading. A busy month can still be weak if cash is tied up in deposits, materials, unpaid invoices, or low-margin labour.

    The biggest ones for us are gross margin by job, lead source quality, and how quickly estimates turn into signed work with deposits collected.

  • omri's avatar
    omri
    Contributor 2

    Callback rate and profit per job. Revenue on its own doesn't tell you much.

    I send a few Jobber accounts a Monday email instead of a dashboard. Overdue by age, unscheduled jobs, quote close rate, revenue vs last week. The overdue one is the only one anyone ever replies to.

    Free right now while I work out which numbers matter. DM if you want it.

  • judithvirag's avatar
    judithvirag
    Verified Community Coach

    We have several numbers that we track:

    Sales

    • number of reoccuring clients
    • number of new reoccuring clients
    • number of lost reoccuring clients
    • number of visits
    • number of one time sales
    • revenue
    • profit
    • expenses
    • average sales per cleaning
    • rate increases
    • weekly closing rate
    • number of clients

    Team

    • customer rating
    • efficiency rate
    • travel time/admin time
    • call out/sick
    • breakage
    • complaints
    • compliments
    • turnover rate
    • revenue per cleaner

    These all factor into the decisions we make.  Numbers never lie and it helps us making informed decisions

  • travisshepherd's avatar
    travisshepherd
    Verified Community Coach

    Couldn't agree more—top-line revenue looks great on paper, but it doesn't mean much if you're just running yourself ragged to make it.

    ​Here are the main ones that give the clearest picture without getting buried in data:

    • Effective Hourly Production Rate (Job Price ÷ On-Site Hours): A big ticket looks great until a job takes twice as long as estimated. Tracking actual site hours vs. estimated hours shows which services are paying $150+/hr and which ones pull you down to $50/hr.
    • Close Rate by Service Line: An overall close rate hides the leaks. Breaking it down shows if basic jobs close automatically while higher-margin add-ons are getting passed on.
    • Drive Time vs. On-Site Time: Non-billable windshield time eats profits fast. Tracking transit hours helps spot when it’s time to tighten your service radius or batch routes better.
    • Callback / Re-Work Rate: High revenue means nothing if you’re burning fuel and unpaid hours going back to fix small details.
    • Average Ticket Size & Upsell Rate: Shows whether add-ons are actually landing or if clients are just taking the bare minimum base price.

    ​At the end of the day, tracking Effective Hourly Rate and Drive Time usually gives the fastest wins for adjusting pricing and tightening schedules.