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Crew view

Monday meeting

Add to Monday

anything you want to bring up

Todd's list ๐Ÿ—’๏ธ

one-on-one

What Todd wrote down for your next meeting with him. Tap Covered when you've talked it through.

Already discussed

Calendar Rewind ๐Ÿ—“๏ธ

As it stood on

What changed since then

History starts the day this was switched on and records what and when โ€” Jobber's API doesn't say who. Visits near today are checked every minute; the rest of the schedule every night.

On the clock โฑ๏ธ

Work hours ๐Ÿ—“๏ธ

Clock in to clock out, from the app's day clock. Hours are net of unpaid breaks. Tap a time to see the shifts behind it.

Timers to check ๐Ÿ”Ž

Clock-in times ๐Ÿ•–

Today ๐ŸŒค๏ธ

Requests & jobs booked ๐Ÿ“ฅ

Revenue ๐Ÿ’ฐ

Scheduled future revenue ๐Ÿ“…

Quotes approved ๐Ÿ’ผ

Revenue to go ๐Ÿ

Recurring services ๐Ÿ”

Gross profit to go ๐ŸŽฏ

How full we are ๐Ÿ”‹

Room by lane ๐Ÿ›ฃ๏ธ

Crew calendar ๐Ÿ“†

Crew size ๐Ÿ‘ท

Daily gross profit ๐Ÿ’ต

Produced revenue ๐Ÿ“ˆ

Upsell ratio ๐Ÿช™

Needs you ๐Ÿ””

Top of the board ๐Ÿ†

Recent activity who logged what, newest first

Asked for review ๐Ÿ“จ

Already answered

Post to the crew

Only admins can read these. Technicians cannot see them in the portal or reach them in the database. No tech selected = a general note.

Private notes ๐Ÿ”’ browse, search, export

Team events ๐Ÿ“…

shows on everyone's app

The crew sees the next 90 days on a "Coming up" card. A repeating event keeps showing until its Until date, or forever if blank.

Contest ๐Ÿ†

Shows front and center on every tech's home screen with a countdown. Auto-hides after the end date โ€” or end it early above.

Focus

One thing to work on, shown privately on their home screen. Ages off after 60 days. Level isn't set here โ€” it comes from Crew settings and promotion sign-off.

Org chart

Tap a person to open their Tech snapshot. Tap the empty space around the chart (or Full screen) to show just the chart, with nothing personal on screen. Titles and reporting lines are set in Crew settings (Title ยท Reports to).

Org chart

Tech snapshot ๐Ÿ”

Crew settings

Wage feeds gross profit ยท commission 0 hides the upsell tile ยท Level sets the goal weight (Apprentice 1 ยท Jr Tech 1.25 ยท Tech 2 ยท Senior 3; None = no goal) ยท Install % / Clean/Drain % are an installer's share of every job they're on: Clean/Drain % of cleaning, reseal and drain line items, Install % of everything else (performance pay) ยท Remove dismisses someone from every menu, the portal & the leaderboard (Reinstate brings them back).

Installer pay ๐Ÿงฐ

A login with the Lead installer role is paid a share of every job they're on: Clean/Drain % of the cleaning, reseal and drain line items and Install % of everything else (installs, guards, repairs, fascia) โ€” set both on their row in Crew settings. A job is split by its Jobber line items using the keywords below. Plus these, in dollars on the check. Hours they clock under โ€œHourly workโ€ pay at their wage.

Production bonuses

Produced = value of the jobs finished Monโ€“Sun (week) or in the calendar year. The higher weekly tier replaces the lower. Weekly bonuses show in Payroll; the year-end bonus you pay by hand.

What counts as Cleaning / Reseal / Drain (the Clean/Drain % bucket)

Company annual goal (gross profit / APR)

Split across techs by weight, and across the year by the seasonal curve.

Revenue targets by month

Salesperson annual goals

Spread across the year by the seasonal curve to give the pace bars on their scorecard.

Seasonal curve

What share of the year each week is expected to carry. Every target and pace bar on the portal is built from these 52 numbers. They were tuned by hand โ€” the 0% over Christmas is deliberate โ€” so only the weeks you actually change get written.

Brand colors ๐ŸŽจ

Tap any value to copy it.

Payroll ๐Ÿ’ต

Reviews needing a customer

The reviewer's name was too vague to identify the customer with confidence, so nobody was credited for the visit. Pick the customer and the next sync credits whoever was on that job. Being named in the review text still counts either way.

Tips ๐Ÿ’ต

Jobber tips land here from the sync, split across the crew on the invoice. Edit or remove any line; what you change stays changed.

Coin redemptions ๐Ÿ’ฐ

Claims report โ€” pick a date range

Log by person ๐Ÿ—‚๏ธ

Everything logged about one person, newest first. Time off comes from the Jobber calendar nightly.

Growth requests ๐Ÿ“ˆ

Timesheets

Crew praise (incoming)

Teammate check-in ๐Ÿค

Crew pulse ๐Ÿ™‚

How the week feels, one tap per tech per day at clock-out.

Anonymous feedback ๐Ÿค

From the crew, with no name attached โ€” the app doesn't store who sent it. One person's view, unverified; a pattern matters more than a single note.

Handled
Questions asked the app ๐Ÿ’ฌ (click to open)
Who asked

Online booking funnel ๐Ÿ 

Referrals โ†’ paying clients ๐Ÿค

Timer & checklist habits โฑ๏ธ

Data health (is every feed arriving? click to open)

Is the data behind the scorecard actually arriving?

Job profitability ๐Ÿ’ฐ

to

By category

By visit (click to open)

Supplier invoices

Forward any supplier invoice to adam+invoices@cvillegutterpros.com. It is read, matched to the job on its PO, and posted to Jobber as an expense within about five minutes. Anything that could not be matched waits here for a job number.

Materials

Tick Ordered when the material order is placed and Received when it is in hand. Jobber shows โœ… (ordered) or โœ…โœ… (received) at the front of the job's visit title within about two minutes. A Lansing order acknowledgement forwarded to the invoices address ticks Ordered on its own; a packing slip ticks Received.

Visits never marked complete (click to open)

Past visits still open in Jobber. Until someone marks them complete, the job stays off the profitability card and no timer or checklist charge is judged for it.

Job reviews ๐Ÿ“

After a Drains or Install job the crew scores how well the office set it up, 1 to 5. The jobs that scored 3 or below are where to look.

Gerdau tickets โ™ป๏ธ

Scrap the crew turned in at the yard (money in) and dump fees we paid (money out). Tap a ticket to see the photo and fix a number. Anyone with a login can add one from the crew app, or use Add a ticket here.

Job receipts ๐Ÿงพ

Anything the crew buys for a job (Lowe's, Home Depot, gas, rentals). Each receipt becomes a Jobber expense on its job within a couple of minutes, so the Job profitability card already counts it. "Own money" receipts are the ones to pay back on payroll. Tap a receipt for the photo or to fix the job or total.

Close rate ยท Todd & Vicki

Won รท everything decided or sent in the period, same math as the sales scorecard. Drafts don't count. A quote still open counts against the rate until it's decided, so the current period runs low.

Daily goals โœ…

Targets come from the day's scheduled visits at the ratio in app_config.daily_goal_ratio (0.40 = five visits โ†’ two selfies, two five-star reviews; quotes on cleaning visits only). Quotes are a crew goal: a quote sent or approved by anyone on the crew counts for everyone on it (With shows the pairing; lead = earliest start date). Board share = the tech's crew-split share of what is on the day's board right now (it moves as line items are added). APR projected = that share minus materials (5% cleaning/drains, 15% repair, 25% other) minus 8 hours of wage โ€” the same APR as everywhere else โ€” vs one fifth of the week's APR goal. Short by is the APR still missing; the sale needed is bigger, since materials and the crew split come out of it. Nothing is paid or charged for this.

Client at home ๐Ÿ 

Every completed visit is listed. The answer comes from the closeout checklist's "Was the client home? Did you speak to the client?". The rate is taken over visits that have an answer; a visit with no completed checklist shows as no answer and is reported as coverage, not as "not home". Counted since Oct 1, 2026, when the crew moved to the advanced checklists that ask the question.

By category

By the lane user Jobber put on the visit: New cleaning (GC1), Recurring (GC2 / Solo), Install, Repair, Screens, Callback; Drains by title. Assessments are left out.

By tech

Everyone Jobber assigned to the visit gets its answer, so a two-man job counts for both.

Go-backs ๐Ÿ”

A visit assigned to the Jobber user Rework (our mistake), Happiness (cause unknown, judge it after the visit) or Warranty (no one's fault). Each is tied to the crew on the last completed visit at that property in the previous 90 days. Tracked only; nothing here changes a score.

Recommendations made ๐Ÿ’ก

From the closeout checklist question "Did you make any recommendations?" (asked since Oct 20, 2026). Rates are over jobs where the question was answered; N/A sits out. A two-man job counts for both techs. Quotes sent (Jobber) is the same period's quotes with that tech as salesperson (drafts left out), the number the scorecard uses; Gap is recommendations the tech reported that never became a quote. Tap a name for the jobs behind the numbers.

Board time โฑ๏ธ

Time a tech had at least one selfie on the Latest selfies board (overlaps merged). Contest window and wording: app_config board_contest_start / end / name / prize.

Review time

Same for the Latest reviews board (a review is up until the third newer one lands). app_config review_contest_*.

Selfies & reviews ๐Ÿคณ

Tap a name for the list behind the numbers. Coins count from each tech's coin start date; a selfie or review before it is counted but paid nothing.

Crew scorecard ยท last 30 days

Full leaderboard

Upsell rates

Add to Todd's follow-ups ๐Ÿ“ž

Lands on his Follow up card right away. Attach a quote and he gets the address, items and Jobber link too; without one it's just the name, phone and your note.

Loadingโ€ฆ

Gross profit helper ๐Ÿ’ฐ

For special jobs the price list doesn't cover: man-hours and job type in, a price at the gross-profit target out. Rates: app_config gp_calc_wage / gp_calc_target / gp_calc_mat_*.

Quote calculator ๐Ÿงฎ

Same prices as book.cvillegutterpros.com, minus the tracking โ€” nothing here touches the funnel reports or creates leads.

Loading pricesโ€ฆ

Competencies โœ…

Yes/no skills you sign off in person. Separate from Growth points.

Crew ladder ๐Ÿชœ

Promotions awaiting sign-off ๐ŸŽ–๏ธ

Earned on points โ€” granted by you.

Points ledger ๐Ÿงพ

Approved points per tech. This is what the promotion gates read.

Every entry (newest first)

Add a new person โž•

Add them as a user in Jobber first (Team → Add user), then pick them here. They show up everywhere right away: Crew settings, every picker, payroll and the crew app.

Give a crew member a login ๐Ÿ”‘

Anyone on the roster without a way into the app.

Reset a password ๐Ÿ”‘

Makes a new one and sets it straight away. Read it to them โ€” they stay signed in on any device they're already using.

New line items to classify ๐Ÿท๏ธ

Decide what each new wording counts as. One decision, applied forever.

Already decided

On schedule ๐Ÿ“…

Share of promised visits that ran on their day. The goal is 100%.

Recently moved or fell through

Incidents ยท last 90 days

Matches the Quality window on the scorecard.

Capture