Forecasting in Jobber Feels Impossible — What Are Other Companies Doing?
Has anyone figured out a solid way to forecast monthly, quarterly, and yearly revenue inside Jobber? Ever since switching to Jobber, we’ve felt completely in the dark when it comes to forecasting and planning. We base a lot of our company goals around projected monthly, quarterly, and yearly revenue, but the reporting tools seem heavily focused on completed work only — not future scheduled work. We’ve tried: Pulling Visits reports (not very accurate for forecasting revenue) Separating recurring vs one-off work (also not very accurate) Looking through Insights/dashboard reports But we still can’t get a clear picture of: Forecasted revenue Upcoming scheduled revenue Total jobs scheduled for future months/quarters Number of jobs completed vs upcoming How many jobs we’re actually doing each month Ideally, we’d love to see: Revenue projections based on scheduled visits/jobs Monthly/quarterly/yearly forecasting Scheduled vs unscheduled work totals Job counts by month A future-facing reporting dashboard Right now it feels like all the reports only show historical/completed numbers, which makes planning really frustrating. What are other companies doing for forecasting inside Jobber? Are you using a workaround, exporting reports to spreadsheets, integrating with another software, or using a marketplace app? Would really appreciate hearing how others are handling this because we can’t be the only company struggling with this.
Small Property Damage Restoration Company Needing Some Serious Guidance!!!
Hello Everyone, my name is Jonathan and i own a small property damage restoration company in Live Oak, FL. We service a big radius including Gainesville, Ocala, The Villages and much more. Right now its just me as I've been in the industry for 18 years i work better myself but as i get more jobs on each end of my radius of service i will need to hire someone and get a van and get them helping me with these jobs. What's hard right now is i started this business a year an a half ago with nothing, no capital, no loan, just starting a job collecting a deposit and then collecting the rest at the end, and if you know the restoration industry then you know these companies don't survive off of word of mouth. many people will say word of mouth is best but if you think about it, when your home floods normally you call your insurance company or you go to google to hurry and find a company to come out and normally the top 3 companies will be the ones getting picked. So i will need SEO Marketing so that my google business page and website pop up first on google and its very very expensive I've seen 5000-8000 to get started and 2000-3000 monthly to keep you at the top and it does work I've seen it!! but as a company that literally survives off each job and doesn't get that many jobs monthly to begin with its very very hard to get up there with these big companies!!! What really bums me out is after 18 years and working with many many different companies i have a plan to implement all the good traits about these companies I've worked for to create the ultimate restoration company that is there for the community and help the customers and not my pockets like these other companies do!! Basically i need help with funding, i am currently working on my business credit i have many tradelines right now to help me build it cause my personal credit is not good enough to get a loan or any kind of funding! Does anyone know how to get Grants, Funding, Loan, Anything to help me with some working capital??👉 “Turning My Logistics Vision Into Reality – Lyric Logistics LLC”
Hi everyone, I’m Flo, the owner of Lyric Logistics LLC. I’m currently in the process of launching my transportation business focused on reliable box truck freight services for small and mid-sized businesses. One recent win I’m proud of is completing my grant applications and building out my business foundation, including my services, branding, and operations plan. It’s been a big step toward turning my vision into something real. I’m excited to be part of this community and learn from others while growing my business. Looking forward to connecting!
How can I start a junk removal business with little to no money?
Hello i'm trying to start my business and getting the word out there but i don't have the money to do so, i live in the houston area and would appreciate the tips and help in getting it out there, can someone help me understand how i can start with this dream i want to make true.
Concepto nuevo en el negocio de la limpieza
Hola familia soy nuevo en la comunidad y estoy recién iniciando un negocio de limpieza en el área de Orlando Florida. Tras algunos años de investigación y experiencia, decidió poner esta idea en práctica para renovar y romper con la tradición de solo limpiar el cual se basa en gancho para obtener el cliente y mantenerse recurrente sin esperar a que pase algún tiempo para volver a darle un servicio. Mi concepto prácticamente los retendrá siempre así tenemos una cartera llena siempre de rutas y clientes me gustaría crear unas alianzas para lograrlo y así poder ayudar a cada uno de ustedes con mi visiónHow to do a pest control estimate?
Hello everyone, Daniel here from Pest Free Canada. I am wondering if there are any other pest control companies on here who have any new or interesting ways to provide a estimate to a potential client? Or even to add value to a current customer? My company focuses on solving a customers immediate and ongoing issues, but also doing exclusion work to prevent it from happening again. I also like to look for other small jobs that a client may need and offer that service to them. I feel like this strategy adds the most value to every stop I make and lets the customer know that I care about really solving their issues.
