Forum Discussion

ProServe-DreGo's avatar
ProServe-DreGo
Contributor 3
7 months ago

Recommendations For the Best AI Tool to Analize My Jobber Data

Does anyone have an AI recommendation to help analyze the CSVs generated by Jobber? 

I am looking for a tool that can:

1. Parse the CSV data.
2. Clean the data.
3. Assist in building a KPI dashboard specifically tailored for small business metrics.

The KPIs of interest include:

- Employee visits /day, month, year 
- Hours worked
- Earnings or dedicated clients
- Hours worked per day/month/year vs number of visits
- Visits per month increase and decrease (siilar to the booking, quotes and request data jobber provides)

Any suggestions would be greatly appreciated!  

reporting & business insights
software
  • allenmeringolo's avatar
    allenmeringolo
    Contributor 2
    6 months ago

    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

  • WiringByron's avatar
    WiringByron
    Contributor 5
    4 months ago

    I use https://julius.ai/ to do this but I believe Claude or ChatGPT will also do this for you. For a dashboard though, if you're up for the task I would learn how to build this yourself in a program called Airtable. If you just want to pay someone for this which is what most people should do I would try Hireoutput or Crewinsight on the integrations page.