Hello!
No AI tools but my business partners and I have built a bunch of KPI dashboards using Jobber data exports for Tuck Home Services.
For example - below is the KPI dashboard we built using timesheet exports.
Below is a business line P&L we built for our snow removal business using timesheet data, request data, and quote data.
Jobber data exports are important but the key is to complement your analysis with Quickbooks / accounting data and data from other systems you use in your business and layer in other assumptions.
Feel free to email me at allen@tuckhs.com if you are interested in discussing further. We do some Fractional CFO type consulting work for other businesses in addition to running THS and a small real estate portfolio in Central NH.
Thanks!
Allen
