Recurring JobsPortfolio analysisSample portfolio

Recurring Jobs Lab

Know which recurring jobs are quietly costing you.

Recurring Jobs turns service history into a clear, ranked portfolio view—so you can see which jobs meet your margin target and where better pricing or tighter delivery could matter most.

Try the sample demo

No account or upload required. The demo uses pretend service data.

Example output

Rank jobs by financial opportunity
Healthy
On target
Marginal
Watch
Below target
Act

How it works

From service records to a better starting point.

  1. 01Bring together the history

    Visits, invoices, labor, materials, and job-specific expenses remain tied to each client and recurring job.

  2. 02Review data quality

    See what is ready, what can use a transparent labor-rate estimate, and what must remain excluded.

  3. 03Rank the opportunity

    Compare margin health and target-margin revenue gaps without collapsing multiple jobs into one client total.