reporting & business insights

12 Topics

Jobber Roadmap
I didn't find a topic that I thought fit to post this so I figured I would try here since I want some Insight. I came here from Housecall Pro. One of the things they had that I loved as a published website roadmap. That way we could see what type of items the Devs had planned and were working on. Not everything had a timeline on release but it at least let us know the devs heard us and would eventually implement it. That helped us know to stop asking for the same features over and over again. It also showed what had already been pushed out. So if you missed the publishing, you could still see the updates and feature releases there. They also had a form for you to submit ideas and then people could upvote it. That let others know if we were having the same problem to collaborate on work arounds and solutions while also letting the developers know what items were most wanted by the most people. We would have the ability to do most of that here easily with a simple Topic of "Feature Requests". I'm sure I'm preaching to the Choir here when I say we are too busy to call the success line every time we wish Jobber had a feature.
Solved
Brandin
1 day ago Place Insights & Reporting
17Views
0likes
2Comments
Cancellation report
So apparently there is no report to run that shows cancelled/unscheduled jobs in a given time period. Has anyone else asked for this feature? I just asked customer service to submit as a requested feature - hopefully, it's fast-tracked as I can't see how this isn't available. Has anyone found some way with zapier to track your canceled jobs and their values so you can track that metric?
CleanbyVivi
3 months ago Place Insights & Reporting
72Views
1like
5Comments
Liveswitch or Company Cam?
Which one would you use for your business and why? Do you offer virtual assessments?
BrandenSewell
5 months ago Place Integrations
18Views
0likes
0Comments
Job Costing
We want to understand our gross margin on a line item basis. I see that when creating a quote, you can use a markup %. I can also see that when viewing a job, you can see the line item cost and price. First question...is there a setting so that when viewing a jobs line items, you can see the markup you used or the price you entered and the method used? Second question...when reviewing an invoice in draft mode, the line items with the markup is not viewable. Is it possible to see the cost and price for each line item in invoice?
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dennistubbs
6 months ago Place Insights & Reporting
73Views
1like
2Comments
KPI Reporting
I'm looking to track CSR conversions. Is there a way to get a report on # of new leads and % of leads that converted to a request for service? Even if its an integration,
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DWPGINC
6 months ago Place Insights & Reporting
51Views
0likes
3Comments
Minimal support as were in Aus.
We are trying to get reports set up where we can see exactly how our 15 applicators are tracking. can we add the PO value without the applicator seeing it and 2,,, if 2 techs are on 1 Job all day how do we split the value so the report shows they have both made the same? Kind regards
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AusJobber135
6 months ago Place Insights & Reporting
19Views
0likes
1Comment
Crew Insight | New KPI Dashboard in Jobber app marketplace
Hi All! I run a lawn care and gardening business and have struggled with getting all the KPIs I need from Jobber. I've had to spend many hours each month crunching numbers on spreadsheets that could have been spent growing my business. To solve this, I created a software platform that would pull in data from Jobber automatically and give me the numbers I need. Seems like KPI tracking is a common pain point amongst community members so I thought I’d create a post to start the conversation. What KPI’s are you obsessed with? What KPI’s feel hard to track? What metrics are you struggling to improve? If anyone is interested in the software, its called Crew Insight and we recently got it published to the Jobber marketplace so you can find it there or, at crew-insight.com.
Daichi
6 months ago Place Integrations
513Views
5likes
7Comments
Insights and Reporting marketplace app - Crew Insight
Just wanted to share the Crew Insight app in the Jobber marketplace, an enhanced insights and reporting tool I've been working on built specifically for home service businesses using Jobber. Dive deeper into your client trends, sales performance, financial health, and team productivity — plus operational tools like goal and expense tracking, a full sales pipeline view, and new features being added regularly. If you've ever thought "I wish Jobber showed me ___", I'd love to hear it. I'm always looking for ideas on what to build next. Website: https://crew-insight.com/ Marketplace Listing: https://secure.getjobber.com/marketplace/crewinsight
Keito
7 months ago Place Insights & Reporting
19Views
1like
0Comments
How to correctly use job profitability/costing
Hi all, Just a question about the job profitability calculations - I think I'm doing something wrong... At the moment I have recurring jobs setup with a base price for ongoing garden maintenance. We get requests for extra work, so this is added to the invoice, based on the extra labour and materials supplied for that visit. But the costing data is pulled from the job line items, not the invoice total so the revenue isn't accurately shown. What extra steps should I be doing to keep the costing accurate? Does the added work (and revenue) need to be added as a new/updated line item to the visit for that job? Keen to keep the costing accurate and make good use of it, but it seems like it requires some double handling? Thanks for any info/tips!
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Conrad
8 months ago Place Insights & Reporting
41Views
1like
1Comment
Automated Reports
Good day, Does anyone have a way to automate reports not available in the Report Scheduler? For example, I would love a report in my inbox each morning of the quotes approved or invoice payments from the day before for accuracy checks. Thanks in advance!
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JenniferKuhn
9 months ago Place Insights & Reporting
32Views
3likes
1Comment