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!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?
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
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?
