Job profit dashboard
Estimated vs. actual labor and materials for each job, plus margin by job type and crew. Built on made-up data so you can see exactly what you'd get.
Projects
Demo builds & playbooks
We're a new company. Instead of polished case studies, here are clearly labeled demos on sample data and the steps we'd take on common problems. Real client stories go here only with the client's written permission, and without invented numbers.
Demo builds
Missed lead → Jobber → text back
A web form or missed call gets an automatic text reply, shows up as a request in Jobber, and the owner gets a notification. Short captioned video.
Weekly client progress report
Job photos and daily notes turned into a clean PDF update for the homeowner, generated automatically each week.
How we'd approach it
Stopping duplicate invoices between job and bookkeeping software
- Pick one system to create invoices, and stop entering them in both.
- Match customer names and items between the two systems.
- Check the tax, surcharge and discount settings that commonly break the sync.
- Clean up existing duplicates with your bookkeeper, then test with real jobs.
- Write a one-page monthly reconciliation checklist.
Getting change orders into job costing
- Map cost codes to accounting categories before syncing anything.
- Add an approval step for change orders that also updates the job budget.
- Build a monthly estimated-vs-actual report by job.
- Write down who does what, and when.
What an engagement looks like
Free call
30 minutes on your business, your tools and what's bugging you.
Systems Check
A short written report with priorities and rough prices.
Fixed-price project
Written scope, built in your accounts.
Handoff
Training, a plain-English runbook and 30 days of fixes.
Have a problem like these?
Book a free 30-minute Systems Check. We'll walk through how a job moves from first call to paid invoice, then tell you plainly what's worth fixing first. If nothing is, we'll tell you that too.