Custom Jobber Reports: KPI Dashboards, Excel Exports, and Weekly Report Automation

Jobber's built-in reports are fixed views, the Invoice report, the Visit report, the One-Off Jobs report, each exporting one CSV at a time. We build the reporting layer on top: automated weekly reports, live KPI dashboards, and one view across all your locations, on the Jobber your team already uses. You own the code.

Book a discovery call

Jobber has no report builder, no reporting API, no bulk export

Jobber's reports have fixed columns and fixed filters. The developer API covers jobs, quotes, invoices, visits, and clients, but it has no reporting endpoints and no bulk export. It's verifiable in Jobber's own developer docs: the reports your office reads every week can't be pulled by a machine.

So the office rebuilds the same spreadsheet by hand

Every week someone exports the Invoice report and the Visit report, then rebuilds the same spreadsheet and the same deck. Say four hours a week. That is five working weeks a year of copy and paste.

The second location makes it worse

Two Jobber accounts means two exports, two spreadsheets, and no single view of the company. Jobber has no roll-up across accounts, so the owner reads three tabs and adds them up in their head.

The report you want, where Jobber stops, what we build

Here is what the gap looks like on a Friday. 2pm, the office manager opens Reports, exports the Invoice report, exports the Visit report, pastes both into the master workbook, and a wall of SUMIFS rebuilds revenue per crew and jobs completed against jobs invoiced. Then one number doesn't tie out because a job got rescheduled after the export, and the hunt starts. Four hours, every Friday. This table is that workbook, row by row.

The report you wantWhere Jobber stopsWhat we build
Revenue per crew, every weekThe Invoice report and the Visit report export as separate CSVs. No built-in report connects an invoice to the crew that did the work.An automated weekly report that joins both, delivered Monday morning.
Booked vs scheduled vs invoiced, one viewVisits sit in the Visit report, one-off work sits in the One-Off Jobs report, money sits in the Invoice report. Three exports, three tabs.One dashboard row per job with all three states on it.
Job costing that ties outTimesheets, expenses, and invoices each export alone. Labor never meets revenue inside Jobber.A job-cost report with labor and materials against invoiced revenue.
Company-wide numbers across locationsEach Jobber account reports only on itself. There is no roll-up across accounts.A multi-location view: company totals first, then each location.
A report that arrives on its ownEvery export is a person opening a report and clicking Download CSV. Nothing is scheduled.Scheduled delivery to email or a live dashboard. Zero exports.

Report names and limits checked against Jobber's current reports and developer documentation. Last verified 2026-08-14.

What we build on the Jobber API

Automated weekly report

The report your office builds by hand, produced automatically and delivered every Monday morning. Same columns, same format, zero exports.

Live KPI dashboard

Revenue per crew, quotes vs. approvals, jobs booked vs. completed, outstanding A/R. Pulled from Jobber on a schedule, on a screen you can open from a truck.

Board-ready slides

Month-end numbers laid out for a bank, a partner, or a board. Generated from live Jobber data instead of screenshots pasted into a deck at 11pm.

Scheduled Excel and Sheets exports

The workbook your office rebuilds by hand, refreshed on a schedule through the API. Same tabs, same columns, nobody exporting CSVs on a Friday.

Multi-location roll-ups

Two or more Jobber accounts read into one reporting view: company-wide numbers first, then each location, on the same page.

Integrations, when reporting isn't the whole job

QuickBooks matching, booking forms that write straight into Jobber, and other connections. Reports first, plumbing second, same API underneath.

Weighing whether your Jobber plan even includes API access? We keep an honest, dated guide:Jobber pricing and its API gate. And when the CRM itself is the ceiling, not the reporting, start witha full system build instead.

We build on the Jobber API for a living

We know where Jobber's API stops because we hit the walls on paid work, not in a sales deck. The API has a rate budget, so a careless sync gets throttled; we publishedour production measurements.There is no delta sync, so "what changed since yesterday" has to be engineered, not requested.Webhooks send an ID, not the record, so every event costs another query.

Affiliate review sites can't tell you any of that. They've never shipped against this API. We do it every week, and it's the reason our estimates hold.

22 people on Jobber, a third location, and no extra schedulers

A multi-location coatings contractor runs 22 people on Jobber and is scaling to its third location on the system we built alongside it.The first build cost $7,000, went live in two weeks, and runs for $300 a month. The account has since grown to five builds, every one of them requested by the client.

"We've used it now for a week. We've had no issues. Everyone's been ecstatic about it. This is huge."

Owner, multi-location coatings install business on Jobber

Also for ServiceTitan and Housecall Pro

Same builds, different CRM. ServiceTitan and Housecall Pro gate their APIs differently, but the reporting gap is the same shape: fixed reports, manual exports, no roll-ups. The overview of what we build on each is on ourintegrations page.

How it runs: a plan in writing before you commit

Day 1: a call with both founders

You walk us through the report your office builds by hand. Both founders are on the call. No account manager, no handoff, no discovery questionnaire.

Day 7: a build plan in writing

What we'd build, in what order, at a fixed price. The plan is yours to keep, free, whether we end up working together or not.

About two weeks: the first piece is live

Usually the automated weekly report, because it kills the most manual work fastest. The rest ships in blocks you approve one at a time.

You own the code and the data

No subscription for your own numbers. $0 per seat, at 5 people or at 50. If we disappeared tomorrow, your system keeps running.

From shops on Jobber we've built for

Anonymized here. Ask on the call and Dan will tell you whose shop each one is.

"They just got how our business works."

"We needed our Jobber account connected to our internal system, and Danilo's team understood the workflow almost immediately. They handled the integration, cleaned up a few things we were struggling with, and made the whole process much easier for our team."

HVAC Company OwnerJobber CRM Integration

"We stopped doing a ton of this stuff manually."

"Our biggest problem was that our office team was constantly moving information between systems. Danilo's team built the integration for us and automated a big part of the workflow. It's one of those projects where you wonder why we didn't do it sooner."

Home Services Business OwnerCustom CRM & Workflow Automation

Jobber reports FAQ

Yes. Jobber ships a set of built-in reports: the Invoice report, Visit report, One-Off Jobs report, client, quote, timesheet, and expense reports among them. Each has fixed columns and fixed filters and exports to CSV, one report at a time. What Jobber does not have is a custom report builder, a report that joins two record types, or a scheduled export. That gap is exactly what we build for.

Open the Reports section in Jobber, pick a report such as the Invoice report or Visit report, set your date range and filters, and click to export a CSV. Each report exports separately, so any view that spans two record types, like invoices matched to visits, gets assembled in a spreadsheet afterward. Our builds do that assembly automatically through the API and deliver the finished report on a schedule.

Jobber ships fixed reports with set columns and filters; there is no custom report builder. If the number you manage by isn't in a stock report, someone exports and rebuilds it by hand every week. That rebuild is the thing we automate.

Yes. Jobber has a GraphQL developer API, gated to its higher-tier plans, covering jobs, quotes, invoices, visits, and clients. What it does not have: reporting endpoints or a bulk export. That gap is exactly what our reporting builds fill, using the official API underneath.

Report by report, yes: open a report, filter it, download a CSV. There is no single export of everything and no way to schedule one. Our builds pull the same data through the API on a schedule, so the spreadsheet updates itself instead of being rebuilt by hand.

No. Your team keeps the Jobber they already know. We build alongside it through the official API: reports, dashboards, and syncs on top, Jobber underneath. Nothing about the crew's day changes.

You get a fixed price in writing on day 7, before you commit to anything. You pay once and you own the code, the data, and the roadmap. No per-seat fees and no monthly subscription to your own reports.

About two weeks for the first working piece, usually the automated weekly report. Bigger builds ship in blocks you approve one at a time, and you use each block while the next one is being built.

Yes. The builds are the same shape: automated reports, dashboards, QuickBooks matching, multi-location roll-ups. Only the API underneath changes. We build on Jobber, Housecall Pro, and ServiceTitan.

Speak with founder

Independent builders. Not affiliated with Jobber, Housecall Pro or ServiceTitan.