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!
From One Truck to Two Brands – Scaling a Power Washing & Lighting Business in NJ
Hey everyone—Daniel here, owner of Garden State Exterior Solutions out of New Jersey. I started with just power washing, grinding it out one job at a time. Over time, I built Bayside Power Washing into a 5-star service, and recently expanded into permanent exterior lighting with North Pole Lighting. Now I’m running two service divisions under one company, and I’m focused on scaling the right way—better systems, stronger branding, and building a team. A few things I’ve learned: Customers care more about trust and communication than just price Systems (quoting, scheduling, follow-ups) are EVERYTHING Upselling additional services (like lighting) can completely change your revenue Right now, I’m working on: Expanding across New Jersey Hiring and training reliable team members Investing in better equipment and marketing I’d love to hear from others in the space— 👉 What’s been your biggest breakthrough when scaling past the “owner/operator” phase? 👉 And if you run multiple services, how do you keep everything organized and profitable? Always looking to learn and connect 🤝
