Reports
How the business is doing, from our records and the nightly copy of Jobber. Pick the dates, then a topic.
Billed and collected by month before tax
BilledCollected
Who owes us, by how late
Open invoices only. The past-due list is on the Invoices page.
How clients paid
| How | Payments | Amount | Card fees |
|---|
Quotes by salesperson
| Salesperson | Sent | Won | Win rate | Won $ |
|---|
Quotes by month
| Month | Sent | Won | Win rate | Won $ |
|---|
Revenue by service invoice lines before tax, fees left out
Where new contacts came from
"Not recorded" means nobody wrote down how they heard about us. The new request form asks every time.
Requests by how they heard
Work scheduled ahead next 3 months, ours and Jobber's
| Month | Visits | Jobs | Value of those jobs |
|---|
A job with visits in two months counts in both.