How Do I Build a Custom Report in Jobber Without Hiring Someone or Using Spreadsheets?
Every service business tracks things a little differently, and sometimes the answer you need is spread across different places in Jobber. Maybe you want to see which customers haven’t booked again this year, which neighborhoods bring in the most recurring revenue, or which jobs ran over their estimated hours. Getting answers that specific usually means exporting reports, digging through spreadsheets, or paying someone to build the report for you. With the new Custom Report Builder, you just type what you want to see and Jobber AI builds the report from your real numbers, with charts included if you want them. And unlike the standard reports, which only look at one area at a time, a custom report can pull data from across Jobber into one place: quotes, jobs, invoices, timesheets and more. What that looks like: Ask it like you'd ask your office manager. Something like "Show me revenue and labor hours by job type for the last 6 months" or "Which clients bring in the most revenue compared to the hours we spend on their jobs?" Need a change? Just say so. "Add a column for profit," "only show the previous 3 months." It updates and saves the report for you. Pulls from everything from across Jobber. Data from quotes, jobs, invoices, timesheets and more can live together in one report, so you can see the bigger picture without jumping from one report to the other. That's something the standard reports can't do. Save it and check back anytime. Reports live on your Custom Reports page and refresh with your latest numbers. Your team's permissions stay the same, so nobody sees what they shouldn't. Custom Reports are available on the Plus plan 🏗️ Build your first custom report 📖 Learn more 🎥 Watch it in the Jobber Now announcement What's the first report you'd build? Post your prompt below. Might give someone else a good idea!Effective Tagging - Who Is Doing It And What is Your Strategy?
I feel like tagging within customers might be the most forgotten about thing on our team but probably the lowest hanging fruit to keeping our information organized. Right now we are just tagging people we don't want to work with anymore and people that need to leave us a review. I''m struggling to do it in a way that's super effective. So for you tagging buffs out there, what are you doing to tag clients ad what strategy do you have? jobber - If you guys ever integrated JOB tags that would be amazing. I'm thinking we could tag jobs by category then reference them quicker. Instead of thinking of which clients we did which types of jobs for. Just putting "trim carpentry" or "doors" then seeing all the jobs we tagged with that would be clutch!How do I see the total dollar value of an upcoming day?
I can't seem to find the total value of a future day in my calendar?? I feel like I am missing something small as that is important information and a lot of people would need that information. I can see the value of today, but when I click ahead to another day it only shows me the name, time and location of the call. Not the total value of the day. Can someone help me find what I am missing!
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
