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.
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.
New to Jobber, Quotes including pictures worth it?
Hey guys, I wanted to hear your thoughts on jobber quotes not including pictures for estimates in the core package? We are a full service property maintenance & Landscaping company. Anybody switch from core to grow because of it? We have a small team but growing. Last crm did have this feature on their middle plan and our clients loved it. It was extempore helpful to us as well. Was wondering if this is something we should switch to that would make a huge difference?
Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.
Client profile feature
Hello, I know this might sound a bit far fetched but just like you can update account profile pictures for employees, it would be great to have this option for client accounts too. I run into this issue quite often in which i dispatch a crew to a clients house and they have a hard time locating the house or sometimes end up at the wrong house. We do use GPS system HOWEVER lol I work with a few construction companies and when a house is currently being built or just completed, gps apps dont always have current address or view of the street or house. I also work in remote areas in which at times we dont have cell service either. I was recently given a demo presentation by HousePro and it is a feature they have so I hope Jobber adds this too. Thanks
