Weekly Revenue-by-Job Report
Every Monday morning, WebRun opens Jobber, reads last week's completed and invoiced jobs, totals revenue by job type and technician, appends the results to your tracking spreadsheet in Google Sheets, and posts a clean weekly summary to Slack so you start the week knowing exactly where revenue came from.
How can I automatically get a weekly revenue report broken down by job type and technician?
Every Monday morning, WebRun opens Jobber, reads last week's completed and invoiced jobs, totals revenue by job type and technician, appends the results to your Google Sheets tracking spreadsheet, and posts a clean weekly summary to Slack — so you start every week knowing exactly where revenue came from.
- Revenue breakdown by job type and technician lands in Slack every Monday
- Google Sheets builds a rolling historical record of weekly performance
- No manual data pull or spreadsheet work needed to see last week's numbers
Built for field service business owners · operations managers · HVAC companies · plumbing businesses
What does WebRun do on every run?
The exact actions WebRun takes, in order — in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.getjobber.comin a real browser with your saved login — no setup, no API keys. -
1
Jobber — read last week's completed jobs
getjobber.com
WebRun opens Jobber to read last week's completed jobs. - Open Jobber and go to Reports, filter Invoices to last week (Monday–Sunday) with Paid or Sent status
- For each invoice, capture the job type, assigned technician, invoice total, and payment status
- Export the raw list and group by job type and technician
Done when Last week's revenue is captured and grouped by job type and technician.
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2
Google Sheets — log and total revenue by category
google.com
WebRun opens Google Sheets to log and total revenue by category. - Open the weekly revenue tracking spreadsheet
- Append a new section for last week with the date range and totals per category
- Update the running year-to-date totals in the summary tab
Done when Last week's data is logged and year-to-date figures are updated.
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3
Slack — deliver the weekly revenue summary
slack.com
WebRun opens Slack to deliver the weekly revenue summary. - Post a formatted weekly summary showing total revenue, top job type, top technician, and number of jobs completed
- Include a link to the full Google Sheets report for drill-down
Done when The team has the week's revenue snapshot in Slack before Monday morning's standup.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it include unpaid invoices in the total?
You choose. By default it counts invoices with Paid or Sent status. You can restrict it to Paid only if you want to see collected revenue rather than billed revenue.
Can I see individual technician performance?
Yes. The breakdown in Google Sheets shows revenue and job count per technician, and the Slack summary calls out the top performer each week.
What if I want a monthly report instead?
Change the schedule to the first Monday of each month and adjust the Jobber date filter accordingly — the rest of the workflow stays the same.
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