Jobber Reporting Automation

Why this exists

Every Jobber user ends up here. You need to know which marketing channels are working, Jobber reporting won't tell you directly, so someone builds a spreadsheet. It works, for a while.

Then it becomes a monthly ritual. Export requests. Export quotes. Export jobs. Fix the columns. Paste them in. Rebuild the pivot tables. Add a new tab because last month's layout doesn't fit. Type in your ad spend. Notice a number looks wrong, decide you'll deal with it later.

What we usually find underneath:

• Requests and jobs counted twice, because a converted request also exists as a quote and a job
• Canceled work counted as revenue, inflating return on ad spend
• Conversion rates above 100%, because the numerator and denominator come from different date ranges
• The same channel showing two different revenue figures in two different tables
• Lead source names spelled three ways, splitting one channel across three rows
• Placeholder rows added to force pivot tables to behave, then counted in the totals
• Repeat customers treated as a marketing channel, absorbing revenue and showing infinite ROI
• Referral sources active in Jobber that never appear in the report at all

None of it is anyone's fault. It's what happens when a spreadsheet built for one month gets used for two years.

What you get

A reporting system that connects directly to the Jobber API, applies one consistent set of rules to every request, quote and job, and produces the report you already use — with the math corrected.

No CSV exports. No pasting. No rebuilding. It updates itself overnight.

Automated Jobber data sync

• Direct connection to the Jobber GraphQL API, running nightly on a schedule
• Full request, quote and job history backfilled, so month-over-month reporting works from day one
• Failure monitoring and a run log, so a broken sync surfaces before you find it in a report
• OAuth credentials stored securely, never in a spreadsheet cell

A data model that holds up

• One row per opportunity, deduplicated across Jobber requests, quotes and jobs
• Every request, quote and job status mapped to a funnel stage you've signed off on
• Referral and lead source names standardized and keyed on internal IDs, so renaming a source never splits your history
• Spam, test and duplicate records excluded consistently
• Unrecognized lead sources and statuses flagged automatically rather than silently dropped

Marketing KPIs you can defend

• Full funnel — requests, quoted, won, completed, with the conversion rate between each
• Lead source performance at every stage, not just at the top
• Quoted value and collected revenue reported separately, because they answer different questions
• ROI by marketing channel, calculated on money actually collected
• Any date range on demand, plus month-over-month comparison
• Delivered as a Looker Studio dashboard you can open on your phone, or as a Google Sheet if you'd rather

Ad spend, cost per lead and ROAS

• Manual entry on a single tab, validated against your real Jobber referral source list
• Optional Google Ads and Google Local Services Ads (LSA) spend automation at no ongoing software cost
• Cost per lead, cost per won job and return on ad spend by channel
• Honest scoping: platforms without an API stay manual, and we'll tell you which those are before you buy anything

Who this is for

Home service and trades businesses running Jobber and spending real money on marketing:

Landscaping · Lawn care · HVAC · Plumbing · Electrical · Cleaning · Pest control · Window cleaning · Painting · Junk removal · Snow removal · Handyman

Typically 1–20 techs, spending on Google Ads, Google LSA, Facebook, Thumbtack, Angi or Yelp, and trying to work out which of them is actually paying for itself.

What we find along the way

Every build surfaces things the old report was hiding. Common examples:

Canceled revenue. ROI overstated because canceled work was counted as earned.

Attribution leakage. Repeat customers recorded as fresh online bookings, meaning actual repeat business was materially higher than reported — and paid channels looked worse than they were.

Missing lead sources. Referral sources configured in the system but absent from the report entirely, so active channels produced work that appeared nowhere.

Impossible conversion rates. Percentages in the thousands, caused by two tables reading different date ranges.

These land in a written findings document alongside the build, so you know exactly which numbers changed and why.

Deliverables

• Working reporting system, connected to Jobber and running on a schedule
• Dashboard covering the full funnel, lead source performance and channel ROI
• Findings document explaining every correction and its effect on your historical numbers
• Reconciliation against a period you've already reported on, with each variance explained
• One round of revisions after review
• Handover walkthrough and a short written guide
• Fourteen days of email support after delivery

What we need from you

Kickoff takes about thirty minutes.

• Jobber API access — you authorize our integration once through Jobber's standard app connection screen
• A read-only Jobber login, so we can see how your statuses and referral sources are configured rather than guessing
• Thirty minutes to confirm what each status means in your business — this is the one thing we can't work out from the data
• One month of numbers you've already reported, to check the new system against

Everything is built inside your Google account. You own it. If we part ways, nothing breaks.

What to expect

Your numbers will change. That's the point, but it's worth saying plainly: once double-counting is removed and canceled revenue is excluded, some channels will look better than you thought and some worse. We document every difference and walk you through it before you see the new report cold.

Some things stay manual. Ad spend for platforms without an API will always be typed in. We'd rather tell you that up front than sell automation that only covers half the problem.

We fix the reporting, not the intake. If a meaningful share of your leads arrive with no source attached, cleaner reporting won't invent the missing data. We'll show you how big the gap is and what it would take to close it, as separate work.

Also available

Weekly automated delivery — the report in your inbox every Monday, no action needed.

Lifetime channel attribution — credit repeat business back to the channel that originally acquired the customer, so you can see what Google Ads or Facebook is really worth beyond the first job.

Intake attribution — call tracking and form source capture, so the referral source field stops depending on whoever picks up the phone.

Ongoing support — monitoring, plus changes as your reporting needs shift.

Common questions

Does Jobber have an API? Yes. Jobber provides a GraphQL API covering clients, requests, quotes, jobs and invoices. You authorize the connection once through Jobber's app screen and it runs on its own from then on.

How do I connect Jobber to Google Sheets? There's no official Jobber Google Sheets integration. We write a direct connection to the Jobber API that syncs requests, quotes and jobs into a Google Sheet nightly, with no CSV exports and no third-party connector subscription.

Can I build a Jobber Looker Studio dashboard? Yes. Jobber has no native Looker Studio connector, so the usual route is Jobber API → Google Sheets → Looker Studio. That's what this builds, including date range controls and month-over-month comparison.

Why don't my Jobber reports match my Google Ads numbers? Usually attribution rather than either system being wrong. Common causes: a referral source set manually by whoever answered the phone, form fills recorded as "Website" regardless of the ad that drove them, and no click ID passed from the ad platform into Jobber. We quantify the gap during the build and can address it as separate work.

How do I track lead source ROI in Jobber? Jobber records a referral source per client, but connecting that to ad spend and collected revenue means joining requests, quotes and jobs into one funnel and adding cost data. That join is what this build does.

Do I need Zapier or a paid connector for Jobber? No. The sync is written directly against the Jobber API, so there's no recurring software cost. If you want Meta ad spend pulled in automatically, that does need a connector, and we'll price it separately.

How is this different from Jobber's built-in reports? Built-in Jobber reports tell you what happened to your work. This tells you which marketing channels produced it, what each one costs and what it returns — with requests, quotes and jobs joined into a single funnel rather than sitting in separate exports.

Access and security

We work read-only against your data. OAuth credentials are stored in encrypted script properties, never in a spreadsheet or a shared document, and access is revocable from your Jobber account at any time.

Everything lives in your Google Workspace, owned by you. No password sharing. No additional paid seats.