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Want to know how much your team are bringing in?
Today I’ll show you how to create a custom report in ServiceM8 that breaks down your completed job revenue by team member.
For this, you’ll need to make sure that you have the advanced reporting pack add-on switched on.
To do this, go to settings > servicem8 addons > advanced reporting pack and toggle the switch to ON
Then go to reports and scroll down until you see ‘Custom Reports’ on the left hand menu.
Change the options to say:
Report on: Jobs Revenue
Where: Job Status = completed
Group by: Staff Member
Each time a member of staff completes a job, the total revenue on the job will be added to that month against their name.
You can then use the Save Report button in the top right to save the report for everyone on the account to have easy access to it in the future.
For more information on this click here
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Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.
I can help you craft a business that’s easy and efficient to run.
I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.
I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.
My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.
