October 26, 2022 at 6:00 a.m.
This August, Jobba integrated with Microsoft Power BI to provide users with access to critical business data needed to improve decision-making and drive business growth.
Last month, Jobba’s new Chief Customer Officer, Dennis Keglovits held a webinar to demo the app’s new dynamic Power BI reporting feature. In the webinar, he discusses the advantages of this integration and why Jobba is excited to work with Microsoft Power BI. As a customer-centric company, Jobba is always looking to enhance the customer experience through new platform features and expand its professional services offerings. This integration is just the latest step in providing their customers with the best tools available to streamline their businesses.
Dennis also explained why Jobba used Microsoft Power BI instead of building a configurable reporting engine within Jobba. Power BI’s features were hard to match; with its unlimited access to data, endless integration and ability to embed in a third-party application, secure sharing of visual reports and data analysis, and no programming knowledge is necessary to use Power BI.
Ryan Kline, Head of Professional Services at Jobba, showed clients the pre-built reports and how they can access and use them. Jobba has created seven pre-built reports that their Power BI users have access to:
Sales Activity Report: The Sales Activity Report provides an overview of deals and opportunities in process, according to job type and deal status.
Warranty Report: The Warranty Report provides a view into warranties by their type and expiration timeframe.
Maintenance Report: The Maintenance Report displays upcoming inspections and contract expiration dates.
Service Revenue Report: The service revenue report provides a view of the available job types and the revenue each job type drives. Users can view by the client and by the service tech.
Service Response Report: The Service Response Report provides performance indicators tied to the completion of service work by job type, client list, and more.
Service Detail Report: The Service Detail Report provides an overview of services, dispatches, and inspections. Users can filter by client, property, status, and more.
Aged Receivables Report: The Aged Receivables Report shows the state of invoices across customers with the opportunity to split by client name or job type. Users can click a link and be taken to the Jobba platform to view invoices, client information and apply payments.
If you are interested in learning more about these pre-built Power BI reports and what they can be used for, check out our Power BI Video Series. Each video will provide an in-depth view of each report, how to access them, and how the user can use these to get better insights into their business.
Original article source: Jobba