Do You Actually Know If You Made Money Today?
Video from Jobber. Watch on YouTube.
What you'll get
A Colorado remodeling and cleaning owner explains why a monthly profit and loss statement is too slow for decisions and what she tracks daily and weekly instead: revenue, gross and net profit as shares of revenue, labor and materials costs, leads, estimates sent and clients lost. Her setup uses Jobber, the field-service software that sponsors the show, plus Zapier, Google Sheets and an AI assistant, but the same numbers can go in any spreadsheet.
Do this week
Start a spreadsheet tab for this week and, at the end of each day, enter revenue, new leads, estimates sent, and the labor and material costs, then work out the week's gross profit as a share of revenue.