A Jobber reporting template you can build today, in Excel or Google Sheets

Jobber doesn't give you a template to download. Its own reports guide covers filters, columns and CSV export, and never mentions a template as such. So the "template" people search for is really a spreadsheet layout, built once around those exports, that you refresh every week.

This page gives you that layout directly: the tabs, the exact columns for each one, the summary formulas, and how to automate the exports so you're not doing this entirely by hand forever.

Does Jobber have a reporting template?

No. Jobber lists more than 20 built-in reports, each exportable on its own, but there's no bundled template that joins them. Three reports can't be exported at all: Taxation, Waypoints and Job Follow-ups. Everything else exports as a CSV file you can open in Excel or Google Sheets or paste straight into Airtable.

How do I get data out of Jobber?

Sign in on the Jobber website rather than the phone app, since reports only live there. Go to Insights, then Reports. You'll need to be an admin, or have the Reports permission specifically.

1. Open a report and set the date range in the Options box.
2. Use the Columns button to add exactly the columns you want before exporting, so you're not cleaning up extra data later.
3. Click Email CSV, and choose whether to send all columns or only the ones currently on screen. Jobber emails the file to the address you signed in with.
4. Save the file with the date in its name, so a week later you can tell your exports apart.

The Products and services report behaves slightly differently from the rest; Jobber's own guide doesn't pin down exactly what file format arrives in your inbox for it, so check the first time you run it rather than assuming it matches the plain CSVs the other reports send.

The exact template: tabs and columns to use

Use one tab per export, keep every raw tab untouched, and let a separate Summary tab do all the calculation. Paste new data over the old data each week rather than appending rows, so your formulas always point at a clean, current range.

Tab	Jobber report to export	Columns to keep
Invoices	Invoice and payment report	Invoice number, client, issue date, due date, total, amount paid, balance
Jobs	One-off jobs report	Job number, client, job type/title, closed date, revenue, plus cost and profit columns if you have job costing
Visits	Visits report	Visit date, assigned user, job number, duration
Quotes	Quotes report	Quote number, client, sent date, status, total, lead source if you track it
Products	Products and services report	Item, quoted value, job value, invoiced value
Summary	Formulas only, no export	See the measures list below

A worked example of what the Invoices tab looks like once pasted in:

Invoice #	Client	Issue date	Due date	Total	Paid	Balance
1042	Avery Lane	2026-10-21	2026-11-04	$640	$640	$0
1043	Corbin Group	2026-10-23	2026-11-06	$1,180	$0	$1,180
1044	Avery Lane	2026-10-25	2026-11-08	$310	$155	$155

The exact column names available to add differ by report and by your plan, so open each report once and note what it actually offers before you build the tab around it. Don't build the template first and then find out the column you planned on isn't there.

Which numbers go on the summary tab?

Keep this to one screen. These measures cover most of what an owner actually checks weekly:

• Billed this week: the sum of invoice totals with an issue date in the last seven days.
• Collected this week: the sum of payments received in the same period.
• Money owed: the sum of balances on invoices past their due date, sorted by days late so the oldest sits at the top.
• Revenue by job type: a pivot table on the Jobs tab, job type in the rows, revenue in the values.
• Quote win rate: approved quotes divided by sent quotes for the month, as a count first, then a percentage.
• Average job value: total job revenue divided by the number of closed jobs.
• Hours by technician: a pivot table on the Visits tab, user in the rows, total duration in the values.
• Revenue per technician hour: revenue from a user's jobs divided by their hours. This is the one number Jobber's own reports never hand you directly.

A pivot table handles most of this in Excel or Google Sheets. SUMIFS covers the date-based totals; a simple one for the weekly billed total would sum the invoice total column where the issue date is on or after today minus 7.

Can I get profit per job in the sheet?

Only if the underlying data exists. Job costing is on the Grow and Plus plans, and it combines employee hourly cost times logged time, the cost on each line item, and expenses logged to the job. Once you have it, the One-off jobs report carries cost and profit columns you can pull straight into the Jobs tab.

A few real limits affect any sheet built on this: recurring jobs don't get full job cost reporting at all, since their costs are only calculated from the last 30 days rather than across the whole job. A new labor cost rate only applies to future timesheets, never past ones. And a cost entered as both a line item and an expense gets counted twice, which quietly understates your margin if you're not watching for it.

On a lower plan without job costing, you can still estimate it in the sheet: add a column for material cost and a column for labor hours times a flat hourly rate. It's less exact than Jobber's own calculation, and it's still meaningfully better than no number at all.

What about Airtable?

Jobber and Airtable connect through Zapier rather than directly. Zapier supports a decent range of Jobber triggers, including New Client Created, New Job Created, Job Updated, Job Closed, New Invoice Created, Invoice Updated, New Quote Created, Quote Approved and Quote Sent, paired with Airtable actions like Create Record, Update Record and Create or Update Record. A zap can add a row to an Airtable base the moment a job closes or an invoice is created.

This builds you a table that grows on its own, which you can then group and chart inside Airtable. The catch is that a zap only captures what happens after you turn it on, so your history before that point still needs a one-time CSV import, and the zap only sends whatever fields that specific trigger carries, which may not include every report column you actually wanted.

Can I send these exports on a schedule?

For some reports, yes. The Report Scheduler app in Jobber's App Marketplace automatically emails CSV files on a schedule you set, daily, weekly or monthly. It covers exactly nine reports: aged receivables, bad debt, client contact info, client properties, invoices, projected income, one-off jobs, visits and recurring jobs. Everything outside that list, including the ones feeding most of this template's tabs, still has to be exported by hand each time.

A few setup details that save time: a weekly report you want on more than one day needs a separate schedule for each day, a month-end report should use "Last day of month" rather than a fixed date, and disconnecting the app deletes every schedule you've set up, with no way to recover them.

When should I stop using a spreadsheet?

A spreadsheet works well when one person checks it once a week or month, and that same person builds it. It starts to fail in a few predictable ways: the weekly paste takes over an hour, or only one person actually knows how to do it; someone pastes the wrong date range and the totals are wrong for days before anyone notices; you want QuickBooks, payroll or ad spend sitting in the same view; or your crew leads need to see some of the numbers without seeing all of them.

At that point you're choosing between a BI tool like Looker Studio or Power BI reading from a live feed, or a small dashboard built directly on Jobber's API. My Jobber API guide covers what the API gives you and its real limits, and my KPI dashboard guide covers which numbers are actually worth tracking in the first place. If the spreadsheet has already grown into something closer to a full system than a report, moving from Excel to a web app is usually the next real step, not a bigger spreadsheet.

What does it cost to get better reports from Jobber itself?

Check your plan before building anything. Grow runs $199 a month for one user on monthly billing with no commitment, with job costing included, and Plus runs $499 a month for five users on the same billing, with custom reports included. Annual prepaid pricing is lower on both, and extra users cost $29 a month each beyond what a plan includes. My full breakdown, including every team size, is in Jobber pricing.

If job costing is genuinely the only gap you have, upgrading to Grow may be all you need, and it's a lot cheaper than building anything. If the gap is a view that joins Jobber with other tools, no Jobber plan on its own is going to close that for you.

How I'd approach this

Before I'd recommend anyone pay for a dashboard, I'd have them write down the three questions they actually ask every week, and try to answer those three questions by hand in the sheet above for a month. Most of the time the sheet is enough, and building something more is a waste of money. When it's genuinely not enough, usually because the weekly paste has become a chore that only one person can do, or the numbers need to combine with QuickBooks or payroll, that's exactly when a small dashboard reading Jobber's API directly earns its cost, by replacing the whole weekly ritual with a page that's just already right. I keep Jobber as it is either way; the sheet or the dashboard sits on top of it, not in place of it.