New service requests
Requests created during the reporting period become lead records with available client contact information and request context. They describe incoming demand, not automatically qualified or accepted work.
Jobber + Monthwrap
Leads & sales reporting
Bring booked work into the local marketing report.
Use Jobber requests, jobs and recorded job value to explain local-service results in Monthwrap, alongside the agency work behind the month.
AvailableJobber sign-in
Inside the monthly reportSample data
Willow Property Care · fictional example
The work taking shape
New requests58Created during the month
New jobs32Job records created in October
Job value$25,600Recorded total for those jobs
A view of the client’s businessSales context
01October 1–76 jobs
02October 8–148 jobs
03October 15–217 jobs
04October 22–3111 jobs
Jobs are counted by creation date. The illustration does not claim completion, payment or a request-to-job conversion rate.
Jobber, at a glance.
- Connect with
- Jobber sign-inAn account admin authorizes reporting access for the client’s business.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Request an earlier month in Sources. Coverage follows the platform’s available history and your account access.
- In your report
- Client leads, jobs and job value.
Built around your client’s questions
The client’s next question is often about jobs.
For home-service agencies whose clients schedule and manage work in Jobber.
A local-service owner may appreciate more calls, but they also want to understand what is making its way onto the schedule. Jobber gives the agency another part of that picture: service requests, newly created jobs and the value recorded against those jobs. Bring that operational context into the monthly report beside the marketing and website work.
Monthwrap’s Jobber path reads requests as leads and new jobs as a count and value measure. The figures can support a better conversation about demand and booked work, provided the report explains their dates and definitions. A client administrator authorizes access.
Choose the numbers that matter
What Jobber
brings to the report.
Client leads, jobs and job value. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
New job records
Count jobs created in the period. This date is different from the date a crew performs the work, and the measure should not be labeled as completed jobs.
Recorded job value
Show the total recorded against those new jobs, and the average value when useful. It is a job-value measure rather than cash collected, profit or an invoice reconciliation.
A comparison with inquiries
Place job results beside calls or form leads as a separate view. The totals do not establish a matched conversion rate, because the jobs and inquiries may come from different time periods.
For your next client report
Explain a seasonal service month
A landscaping or maintenance client may book work ahead of delivery. Describe newly created jobs and their recorded value while keeping service completion and collected payments out of that label.
Arrange the report in your own layoutRead it from the client’s side
See the complete
local growth report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From Jobber
to the right client.
An account admin authorizes reporting access for the client’s business.
Connection methodJobber sign-inAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Check connection availability
Choose Jobber in Sources, sign in as an account admin, and authorize reporting access for the client’s business.
- 02
Connect with an account administrator
An authorized Jobber administrator completes the sign-in and approves the connection. Confirm the business account returned and associate it with the correct Monthwrap client.
- 03
Review requests and newly created jobs
Compare known records against Jobber, including the creation date and recorded total. Agree whether the report is describing demand, new work booked or another separately supplied operational measure.
Know what each
number means.
Created is not completed
A job created this month may be scheduled later. These figures do not show that the work was delivered, invoiced or paid within the reporting period.
No automatic advertising attribution
A job total alone does not identify the marketing source responsible for it. Keep campaign conversions, call leads and Jobber outcomes distinctly labeled unless a reviewed matching process supports more.
Before you connect
A few useful
answers.
Can the report show the value of jobs?
Yes, the reporting path includes the recorded total for newly created jobs. Label it as job value and keep it separate from invoiced or collected revenue.
Will job count equal completed appointments?
No. The connector counts job records by creation date. Completion, visit attendance and invoice payment describe different events and are not implied by that count.
Is the Jobber connection open to every agency?
A Jobber account admin connects the client’s business from Sources. Monthwrap reads requests, jobs and recorded job value.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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