Forum Discussion
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!
3 Replies
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
Can CoPilot do any of this for you?
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.
