Forum Discussion
- DarrenSteeleContributor 3
I was going through this exact question back in January. I'm a big fan of Mike Andes' book/method but was getting swamped with the record keeping. I couldn't find anything already made, but Jobber has a pretty comprehensively documented API, and I was able to automate P4P calculations with Zapier very much in line with Mike Andes' method and have summaries drafted into spreadsheets. Job budgets are automatically calculated (with exceptions thrown for line items that I know are too complicated for the math to be done automatically), and when technicians finish them, the budget is shared between the technicians on site.
I can probably share some of the d33ts sometime if people want them.- MarkContributor 3
I would love to see what you have set up. Have to find something that will help us give more ownership to the crew and set budgets for the jobs they are doing. Labor about killed us this year so we have to do something different for sure.
- DarrenSteeleContributor 3
I'd love to do show and tell. Probably have to wait until after Christmas. I'm pressed with our lighting season now. Sent DM
- brandymmContributor 2
I am interested in more info, hoping Jobber does this as well!
- brandymmContributor 2
I noticed yesterday on JOBBER a new function for clients to mention a team members name for the team member to get a bonus! I am trying that and checking out more details also!
- RachelSmithContributor 3
Where did you see this team name feature? In referrals?
- PinkPlumbingContributor 2
I am looking to go fully commission at some point. I am hoping that jobber can get a report showing each tech and what we billed out for them. The sales report only shows won jobs.. but we want billed/ paid jobs.
- julieJobber Community Team
Hey PinkPlumbing, you can pull salesperson performance reports within Jobber!
- vladContributor 2
This is pretty common in the cleaning industry. I've had to make google sheet that combines the different reports jobber provides and generates a sheet for each employee with their jobs and percentages. That sound similar to what Rachel has.
I'm currently working on doing the same thing through the jobber api so it doesn't depend on having to export the reports. I'll share once it's done.
Depending on what rules you use to determine the shares, it's not too hard to make a custom solution. - FredHodgeJrContributor 2
Bonus Up has been great for our exterior cleaning company.
- ProServe-DreGoContributor 3
For your type of business, what are the top Key Performance Indicators (KPIs) you would hope to see for your particular industry?
For cleaning and maintenance, I need to manage a few key factors:- quantity of visits completed per month
- breakage
- reviews received
- new requests for specific employee
- average ticket value
I specifically want these KPIs to reward and incentivize my employees for retention and relationship.
Specifically, what KPIs would other companies value over these?
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