Projected revenue
I would like to look at my upcoming schedule (by day, by week, or a custom range), and see the projected revenue based on future visits. I own a lawn service/maintenance company, and we invoice our customers after every visit. For example, when I see tomorrow's schedule, I would like to see the total number of visits, the revenue associated with each visit, and the total revenue for the day. I have never found a report in Jobber for this. I'm surprised that it isn't on the dashboard. Does anyone else think similarly? Are there easy work-arounds?How do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!
Visits Report Bug
Hey Everyone! Has anyone noticed an issue with the Visits report showing incorrect pricing for recurring jobs? We have a cleaning biz, and schedule visits for the year for our recurring clients (example, biweekly, monthly, etc.). We use the Visits report for accounting, but I noticed that after a round of price increases, the Visits report displays the new, higher price for all visits in the past (even though they are completed and closed). I've contacted support, but they said it is working correctly. I also found at least one customer for which the price displays as a totally different price that we've never charged for all visits in 2024, but shows the actual current price we are charging for all of her 2025 visits. I'm trying to figure out how the Visit Based price field is pulled when running the Visits report, and if others rely heavily on this report as well. Please help!
