VYR-TOOL-JOBLEAK-01 · free · a LeakReceipts product
Jobber & Housecall Pro Leak Check
Drop in the job export you already have. See the money leaks your software doesn't flag — jobs that lost money, time with no labor cost, missing materials, work never invoiced, invoices going stale and more.
Jobber and Housecall Pro both show profit per job, but only after the owner sets the rates and costs first — and neither one goes back and puts a labor rate on time already tracked. So the profit you see can be wrong in ways the software never points out. Keep your software. This reads its export and shows what it missed.
Not affiliated with Jobber or Housecall Pro. The names are used only to say which exports this reads.
1 · Which software do you use?
2 · Get your export
- Sign in on Jobber.com in a browser (not the phone app).
- Go to Insights, then Reports.
- Open One-off jobs. Set the date range in Options (a year works well).
- Select Email CSV, then All columns. Jobber emails the file to you.
- For unpaid invoice aging, do the same with the Invoices report and drop both files in.
Cost and profit columns only show when job costing is on and your login can see it. Reports need admin or the Reports permission and are on select Jobber plans. Steps from Jobber's help pages: Reports basics · One-off jobs report · Invoices report · Visits report. Jobber's recurring jobs report carries no job costing, so recurring price-versus-cost can't be checked from it.
- In Housecall Pro, open Jobs from the left menu.
- Use Edit columns to turn on the cost columns (Labor cost, Material cost, Total job cost), the money columns (Job revenue, Discount amount, Paid amount, Due amount, Invoice due date) and Job type, Job status, Recurring and Callback.
- Open Actions (top right), choose Export, then Send file. The CSV is emailed to you.
- The dashboard export works too: on the Jobs report click the eye icon, then the Excel icon, then DOWNLOAD CSV. It carries amounts and what's due, but no costs.
Steps from Housecall Pro's help pages: Job list reporting · Export a dashboard report · Exported report breakdown · Job costing reporting. On the dashboard export, "Labor" and "Materials" are what you billed, not what it cost you — I never read them as costs.
3 · Drop in your CSV files
Drag one or more CSV files here, or pick them.
Files are read on this device only.Loads a made-up export for the software picked above. Not a real business.
4 · Match my columns
Your column names were matched automatically. Check the ones that matter for your business; change any that are wrong or pick "Not in my file".
The labor rate is only used to put a dollar figure on hours that show $0 labor cost. Leave it blank and that check shows hours only.
Runs on this device in a second or two.
Plug what this found
The Fix Kit for your trade
The places money leaks in your line of work, where to look first and the words to send to close each one.
Vera answers the calls you miss
A missed call never shows up in a job export — it's the job that never got booked. Vera, the AI receptionist, answers your business phone, takes the details and books the job.
LeakReceipts
The jobs are one side. LeakReceipts reads your statements and receipts for the fees and charges that raise your cost without you seeing them.
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