English
English
Español
Français

Sign Up for Our E-News!

Join over 18,000 other roofers who get the Week in Roofing for a recap of this week's best industry posts!

Sign Up
NRCA - Sidebar - Roofing Day 2023
Polyglass - Sidebar Ad
Franklin International - Sidebar Ad - eBook
Metalforming - Sidebar Ad - April 2022
TRI-BUILT-sidebar-2-265X250
Exceptional Metals - Sidebar Ad - Have Lunch on us With Your First Order!
RoofersCoffeeShop - Where The Industry Meets!
Countdown to IRE 2023!
English
English
Español
Français

Jobba’s New Power BI Analytics Helps Contractors Unlock Key Business Insights

Jobba Power BI Analytics
October 26, 2022 at 6:00 a.m.

By Jobba.  

This August, Jobba integrated with Microsoft Power BI to provide users with access to critical business data needed to improve decision-making and drive business growth. 

Last month, Jobba’s new Chief Customer Officer, Dennis Keglovits held a webinar to demo the app’s new dynamic Power BI reporting feature. In the webinar, he discusses the advantages of this integration and why Jobba is excited to work with Microsoft Power BI. As a customer-centric company, Jobba is always looking to enhance the customer experience through new platform features and expand its professional services offerings. This integration is just the latest step in providing their customers with the best tools available to streamline their businesses.  

Dennis also explained why Jobba used Microsoft Power BI instead of building a configurable reporting engine within Jobba. Power BI’s features were hard to match; with its unlimited access to data, endless integration and ability to embed in a third-party application, secure sharing of visual reports and data analysis, and no programming knowledge is necessary to use Power BI. 

Ryan Kline, Head of Professional Services at Jobba, showed clients the pre-built reports and how they can access and use them. Jobba has created seven pre-built reports that their Power BI users have access to: 

  • Sales Activity Report: The Sales Activity Report provides an overview of deals and opportunities in process, according to job type and deal status.  

  • Warranty Report: The Warranty Report provides a view into warranties by their type and expiration timeframe.  

  • Maintenance Report: The Maintenance Report displays upcoming inspections and contract expiration dates.  

  • Service Revenue Report: The service revenue report provides a view of the available job types and the revenue each job type drives. Users can view by the client and by the service tech. 

  • Service Response Report: The Service Response Report provides performance indicators tied to the completion of service work by job type, client list, and more. 

  • Service Detail Report: The Service Detail Report provides an overview of services, dispatches, and inspections. Users can filter by client, property, status, and more. 

  • Aged Receivables Report: The Aged Receivables Report shows the state of invoices across customers with the opportunity to split by client name or job type. Users can click a link and be taken to the Jobba platform to view invoices, client information and apply payments. 

If you are interested in learning more about these pre-built Power BI reports and what they can be used for, check out our Power BI Video Series. Each video will provide an in-depth view of each report, how to access them, and how the user can use these to get better insights into their business. 

Learn more about Jobba Trade Technologies in their RoofersCoffeeShop® Directory or visit www.jobba.com

Original article source: Jobba



Recommended For You


Comments

There are currently no comments here.

Leave a Reply

Commenting is only accessible to RCS users.

Have an account? Login to leave a comment!


Sign In
Cotney Consulting - Banner Ad - Beyond the Labor Shortage with Field Leadership Training (RLW Registration)
English
English
Español
Français

Sign Up for Our E-News!

Join over 18,000 other roofers who get the Week in Roofing for a recap of this week's best industry posts!

Sign Up
S-5! Sidebar Ad - Preventing Fastener Leaks on Exposed Metal Roofing
NRCA - Sidebar - LEGALCon
Owens Corning - Sidebar Ad - Finding Business Resources Year Round eBook
Johns Manville - Sidebar Ad - How Solvent Free is Solving Roofing Problems
Quarrix - Sidebar - StormStop
DaVinci - Sidebar Ad - New Choice For Traditional Beauty