Table of Contents
Overview
With over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.
To view the Products and Services Report, sign in to Jobber.com and select Insights > Reports from the side navigation. From the Work Reports column, select Products and Services.
The products and services report shows how often your products and services were used on quotes, jobs, and invoices, and what the dollar value of the quoted, schedule, and invoiced amounts are for each item.
At the top of the report, you can filter the report by a date range of when the products or services were used on quotes, jobs, or invoices.
Keep in mind what quoted, jobs, and invoiced mean in this report:
- Quoted: Line items that appear on a sent quote
- Jobs: Line items that appear on a scheduled job
- Invoiced: Line items that appear on a sent invoice
Report actions
Export the Report - Click on Receive Excel Copy, to be emailed a copy of the report to the email you are logged in with to Jobber.
Add/ Remove Columns - Click on Columns, on the right, to add or remove certain columns from the report.