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7 Topics

Tax collected
Is there a way to have Jobber run a report of how much tax has been collected on invoices?
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PestFreeCanada
24 days ago Place Insights & Reporting
5Views
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1Comment
Can you set each client to different pay terms
is it possible without doing every job each time. and can you also back date this. We have set 300 customers to the same date and they all now look overdue and some aren't due to pay for 30 days. Do we need to re issue these invoices are can they be changed? TIA
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AusJobber135
3 months ago Place Insights & Reporting
17Views
0likes
3Comments
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?
Solved
dennistubbs
6 months ago Place Insights & Reporting
51Views
1like
2Comments
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
9Views
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!
Solved
Conrad
8 months ago Place Insights & Reporting
21Views
1like
1Comment
Where can I find average monthly revenue per client?
Is there a way for me to find this information in Jobber reports? We have a substantial amount of one off jibs and recurring service work.
Solved
rhydonmays2025
11 months ago Place Insights & Reporting
113Views
0likes
2Comments
Rev Report
We used to use a program that would let us know how much came in for commercial or residential sales. What report do you all use? I am looking to run reports weekly once I close out for the week to see how we did rev wise.
WDP
2 years ago Place Insights & Reporting
70Views
0likes
1Comment