Close rate you can act on
Quotes sent, approved, and expired, trended by month and by whoever wrote them. A close rate is only useful once you can see which kind of work, and which price band, keeps losing.
Jobber field service software to Power BI
A custom Jobber Power BI dashboard for field service businesses
Jobber is the field service management software your office and crews already run on. We model its requests, quotes, jobs, visits and invoices into one report — quote close rate, revenue per technician, visits completed against scheduled, and job costing against real hours.
Representative dashboard — sample data
Built on your Jobber data
The numbers a growing service business actually manages by
Jobber is field service management software — the system home-service and trade businesses use to take a request, send a quote, schedule the crew, and invoice the customer. It is very good at running the week. What it is not built to do is answer an owner's questions across years of that history: what share of quotes turn into work, which technician is genuinely profitable once visit hours and materials are counted, and whether last month's crew was busy or merely booked.
Those answers are already in your account, spread across requests, quotes, jobs, visits, invoices, and whatever sits in accounting. Getting them onto one screen is a data-modelling job, not a longer report. That is the work we do: pull your Jobber data through a supported route, model it at the right grain, and build the report around the decisions you make on a Monday morning.
Reports we build from Jobber
- Quote close rate
- Revenue per technician
- Job costing
- Visits completed vs scheduled
- Recurring work & retention
- Owner KPI board
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved.
Why service businesses ask for this
What a done-for-you build gives an owner
Built around how a small field service business is actually run — by crew, by quote, by visit, by season.
Revenue per technician, honestly
Invoiced revenue set against the visit hours that produced it, so a technician on long, low-value recurring visits is not flattered by headline revenue alone.
Job costing against real hours
What you quoted, what you invoiced, and what the visits actually consumed, on the same row. The gap between the estimate and the schedule is where small jobs quietly lose money.
Scheduled work versus completed work
Visits booked, completed, and rescheduled in one trend. Capacity conversations go differently when "we're slammed" can be checked against what actually got finished.
Recurring revenue tracked properly
Recurring jobs modelled at the visit level, so contract value, visits remaining, and clients who quietly stopped renewing are all visible instead of buried in a job list.
The right numbers to the right people
Crew leads see their own work, managers see their territory, the owner sees everything — enforced by row-level security rather than by emailing different spreadsheets.
What does a Jobber-to-Power-BI build involve?
It is a reporting layer shaped around your business rather than a template you fill in. We map the objects your account already holds into a model with a proper date table, define the measures the way you manage by, and build the report on top. Where costing matters, we bring in the accounting side so cost is real rather than assumed. You get the dataset, the report, and the documentation, published into a workspace you own.
The single most important design decision is grain. Jobber's data has a natural chain — a request becomes a quote, a quote becomes a job, a job produces visits, and visits produce invoices — and each link in that chain answers different questions. Flattening it into one table is the mistake that makes a dashboard disagree with the office.
Which Jobber objects does the model use?
Here is the chain we model, what each level is good for, and the trap that comes with it. Nothing here is exotic; it is simply the shape the data already has.
| Object | What it answers | Modelling trap to avoid |
|---|---|---|
| Request | Where demand comes from and how much of it gets a quote at all | Requests that never became quotes disappear if you start the model at the quote |
| Quote | Close rate, average quote value, and what is still open | Counting approvals against quotes sent in the same month understates the lag |
| Job | Contract value, work type, and whether it is one-off or recurring | Treating a recurring job as a single dated event dumps a season onto one day |
| Visit | Crew capacity, scheduled versus completed, and hours consumed | Repeating the job total on every visit multiplies revenue by the visit count |
| Invoice | Billed revenue, timing, and what remains unpaid | Invoices synced to accounting exist twice; one system has to win |
How do you connect Jobber to Power BI?
Jobber's developer interface is a GraphQL API rather than a REST one, which is the biggest practical difference from most connector work we do. We register a connected app, authorise it against your account with OAuth, and then query only the fields a report needs — walking result sets with cursor pagination and pacing requests to stay inside the query-cost throttle. In Power BI that is a web query against a single endpoint, following Microsoft's guidance for the Web connector (opens in new tab).
Where API access is not the right fit, the fallback is scheduled exports landed in a location Power BI can read. It works, but treat it as the second choice: a report that is produced on a schedule can be missed, and column layouts do not always match what the same report produces when run by hand — and a model that expects fixed columns breaks the moment they shift. Either way, refresh is scheduled so nobody exports anything manually, per Microsoft's data refresh documentation (opens in new tab).
What happens to the QuickBooks Online sync?
Most Jobber accounts we see also sync invoices and clients into QuickBooks Online, and that overlap needs a decision rather than a workaround. The same invoice existing on both sides means any model that reads revenue from both will count it twice. We nominate one system as the source of truth for revenue, use the other for cost, payments, and ledger detail, and reconcile the two to the same period so the dashboard agrees with the financials. The accounting half of that join is covered on our QuickBooks Power BI dashboard page.
How much does a Jobber dashboard cost?
Prepaid Flex hours that never expire: Starter is $2,500 for 20 hours, Growth is $4,600 for 40 hours, and Power is $8,000 for 80 hours, with hours from $100. A first dashboard covering close rate, revenue per technician, and visit completion usually fits inside a Starter block. Adding true job costing with the accounting join typically moves it into Growth territory, and we say so in the estimate rather than discovering it halfway through.
Most builds ship within 3–5 business days of scope approval, and anything larger gets a timeline before work starts. See how long a Power BI dashboard takes for what drives those windows.
Who is this build for?
Owners and operations managers of home-service and trade businesses running Jobber — landscaping, cleaning, plumbing, electrical, HVAC, pest control, and similar — typically at the point where a few crews have outgrown a spreadsheet but an in-house analyst is not yet justified. That sizing is the same one described on our Power BI developer for small business page. Larger contractors on an enterprise dispatch platform should read the ServiceTitan Power BI dashboard build instead, and if you want the trade metrics themselves rather than the Jobber data path, start with Power BI for HVAC and field service.
Reports we build from Jobber
- Quote-to-job close rate and open pipeline
- Revenue and margin per technician
- Visits completed against visits scheduled
- Job costing versus quoted value
- Owner KPI board, refreshed on schedule
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
A first build usually fits one Flex block. See Flex pricing.
How it works
From scheduling software to an owner's report
- 1
Send your request
Tell us your crews, how you define a won quote and a finished visit, and the reports you need. We confirm the access route and reply with a scope estimate in hours.
- 2
We model and build
A senior US-based engineer connects the data, models request, quote, job, visit, and invoice at the right grain, and joins accounting where costing requires it.
- 3
Refresh and hand over
Published to your workspace with scheduled refresh, row-level security where you need it, and documentation you own outright.
Representative perspective
We had no idea how many quotes were simply expiring. Seeing them next to the ones we won changed how fast the office follows up.Owner, residential landscaping company
Representative perspective
Once visit hours sat next to what we invoiced, two of our recurring contracts turned out to be barely worth running at the price we had set.Operations manager, multi-crew cleaning business
Get your field service numbers onto one screen
Tell us your crews, how you define a won quote, and the reports you need. We'll confirm the access route and give you the hours before anything starts.
FAQ
Jobber reporting questions, answered
Jobber exposes a GraphQL API rather than a REST one, so we authorise a connected app and query exactly the objects a report needs, paging through results with cursors and staying inside the query-cost limits. Where that route is not available to you, we fall back to scheduled exports landed somewhere Power BI can read on a schedule.
Use them for running the week. Power BI earns its place when you want several years of trend in one view, metrics defined the way you actually manage the business, or Jobber data joined to your accounting system so job costing reflects real cost rather than the estimate that sat on the quote.
Because one recurring job in Jobber generates many visits, and a naive extract either repeats the job total against every visit or drops a whole season of work onto the first one. We model job and visit as separate grains, so revenue, scheduled hours and cost each land on the level that actually owns them.
It is normal, but it has to be handled deliberately. Invoices that sync across exist in both systems, so pulling revenue from each without a rule counts it twice. We pick one system as the source of truth for revenue, use the other for cost and ledger detail, and reconcile both to the same period.
No. We are an independent US-based Power BI service with no Jobber or Microsoft partnership to claim. Our engineers are Microsoft-certified, we build only through supported and documented access routes, and everything we produce is published into your own Power BI workspace and owned outright by you.
Related work
If you want the trade metrics rather than the connector detail — first-time fix rate, average ticket, callbacks — Power BI for HVAC and field service covers them across any platform. Operators who have outgrown Jobber and moved to an enterprise dispatch system should read the ServiceTitan Power BI dashboard build, and the accounting side of job costing is covered on our QuickBooks and Xero dashboard pages. Smaller teams weighing up what senior help costs should start with a Power BI developer for small business. Project-based contractors are better served by construction job costing. The underlying craft is described in data modeling and DAX and dashboard development, and you can see typical layouts in Power BI dashboard examples. Every task is scoped before work begins from your prepaid block of senior-led hours — no project minimums, no change-order surprises, and hours are deducted only for work you approve.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.