Introduction
Jobber runs your business. But if you want to know whether your client base is healthy, which clients are slipping away, or what next month looks like — you need a third-party tool. Here's an honest look at the options.
If you run a residential cleaning business on Jobber, you've probably noticed the same thing most owners notice at some point: Jobber is excellent at running your business, but it doesn't tell you much about the health of it.
You can pull a revenue report. You can see which invoices are outstanding. But if you want to know whether your client base is growing or shrinking, which clients are quietly drifting away, or whether next month looks stronger or weaker than last year — Jobber doesn't have an answer for that.
That gap is real, and a few tools have been built specifically to fill it. This post covers the ones worth knowing about: what each one actually does, who it's best for, and where it stops.
No fluff, no affiliate relationships. Just an honest map so you can pick the right tool for the question you're actually trying to answer.
The short version
If you want to skip ahead, here's the summary in a table:
| AccuInsight | HourlyIQ | Crew Insight | Cleanlytix | |
|---|---|---|---|---|
| Overdue invoices & AR aging | ✅ | — | — | — |
| Cold quotes & scheduling gaps | ✅ | — | — | — |
| Revenue goal tracking | — | ✅ | — | — |
| Crew capacity planning | — | ✅ | — | — |
| KPI dashboard (general) | — | — | ✅ | — |
| At-risk client identification | — | — | — | ✅ |
| Client lifetime value | — | — | — | ✅ |
| Revenue forecasting | — | — | — | ✅ |
| Pace analysis (vs. last year) | — | — | — | ✅ |
| AI plain-English summaries | — | — | — | ✅ |
The pattern here isn't coincidence. Three of these tools answer the question "what do I need to do today?" Cleanlytix answers a different question: "is my business healthy, and where is it heading?"
AccuInsight
Best for: Owners who are losing money to unpaid invoices, cold quotes, and scheduling gaps they can't see.
AccuInsight was built by the same team behind OwnerView and is listed on the Jobber App Marketplace. It connects to Jobber with read-only access and surfaces three specific problems that cost cleaning businesses real money: overdue invoices sorted by age, quotes that were sent but never approved, and jobs that are scheduled but haven't been placed on the calendar yet.
The pitch is direct: where the money is stuck and what to do about it. And for that problem, it delivers. You can see your AR aging at a glance, know exactly who to call first, and click through to open the invoice in Jobber without any extra navigation. If you've ever had a great revenue month that didn't show up in your bank account, AccuInsight is probably the right tool to find out why.
Pricing is $29/month after a 14-day free trial. No credit card required to start.
What it doesn't cover: AccuInsight is built around cash flow and collections — today's operational priorities. It doesn't track which clients haven't booked recently, calculate lifetime value, identify churn risk, or tell you anything about where the business is heading next month or next year. It answers "what do I do today" very well. It doesn't answer "is my business growing."
HourlyIQ
Best for: Owners who want to set revenue goals, track performance against those goals, and plan crew capacity for growth.
HourlyIQ was built by Brandon Lazar, who grew a home service business from 2 technicians to 32 in a single season before eventually selling it. The tool is the software version of the spreadsheets he used to make that happen. It pulls data from your CRM — Jobber and Housecall Pro are both supported — and gives you a dashboard focused on revenue tracking, goal-setting, and crew planning.
The Crew Planner is the standout feature: it's built for owners who are actively scaling and need to think about whether they have enough capacity to hit their revenue targets, and how many crew members they'll need as they grow. If you remember Lazar's story of going from 2 to 32 techs in a few months, you can see exactly why that tool exists.
What it doesn't cover: HourlyIQ is oriented toward growth and capacity, not retention health. It doesn't identify which clients are at risk of churning, track lifetime value by client, or build a forward revenue forecast based on your actual booking patterns. If your goal is to understand whether you're keeping the clients you have — and whether the ones slipping away represent a serious revenue risk — that's not what HourlyIQ was built to answer.
Crew Insight
Best for: Jobber users who want a general KPI dashboard pulled directly from their account.
Crew Insight is a Jobber-connected analytics platform that bills itself as a "comprehensive business analytics platform for Jobber CRM." It's the newest and smallest of the tools covered here — it's still in early stages with a limited public track record.
The core value proposition is giving Jobber users a more visual view of their key performance indicators without having to export data or build their own reports. For owners who find Jobber's native reporting limiting and want something more visual, it's worth a look.
What it doesn't cover: Based on publicly available information, Crew Insight doesn't appear to offer the retention-specific analytics (at-risk identification, churn tracking, LTV) or forward-looking features (forecasting, pace analysis) that represent the primary gap in Jobber's native reporting.
Cleanlytix
Best for: Cleaning business owners who want to understand the long-term health of their client base — which clients are at risk, whether the business is growing or contracting, and what the next few months are likely to look like.
Cleanlytix connects to Jobber and focuses specifically on retention and growth analytics — the category that the other tools don't meaningfully address. It's built around the questions that matter most for a residential cleaning business over the medium and long term, not just today's to-do list.
The core features:
At-risk client identification — Clients who haven't booked recently, ranked by how long it's been and how much monthly revenue they represent. Not just a list of names, but a dollar figure attached to the risk so you can prioritize who to reach out to first.
Revenue at risk — The monthly recurring revenue you're in danger of losing, updated as your data syncs.
Client lifetime value and tenure — Average revenue per client over their full relationship with your business, and how long clients typically stay before going inactive.
Acquisition trend — New clients added per month over the past year, broken down by account for owners with multiple locations.
Revenue forecasting — A three-scenario forecast (base case, upside, downside) for the current and next two months, built from your actual booking patterns and updated daily. Includes a confidence indicator based on how much history is available.
Pace analysis — Are you ahead or behind the same point last year, on both completed revenue and forward bookings? This tells you not just how the month is going, but whether your booking position is stronger or weaker than it was twelve months ago.
Plain-English AI summaries — A two-to-three sentence read on your business in plain language, specific to your actual numbers. Something like: "You have 3 clients who haven't booked in 6+ weeks, representing $840 in monthly revenue at risk. Forward bookings are running 11% ahead of last April."
Pricing starts at $49/month (USD) with a 14-day free trial at the Pro tier.
What it doesn't cover: Cleanlytix is focused on the strategic health of your business, not day-to-day operational tasks. It won't show you your AR aging, flag cold quotes, or help you plan crew routes. If overdue invoices or capacity planning are your immediate priority, AccuInsight or HourlyIQ are the better tools for those jobs.
How to think about which one you need
These tools aren't really competing with each other — they're answering different questions.
AccuInsight is for owners who need to plug a cash flow leak. If you know you're leaving money on the table in unpaid invoices and cold quotes, start there.
HourlyIQ is for owners who are actively scaling and need to think in terms of revenue goals and crew capacity — not just what's happening now, but how to structure the business to hit a number.
Crew Insight is for Jobber users who want a more visual KPI view than Jobber's native reports provide.
Cleanlytix is for owners who want to understand whether their business is healthy at the client relationship level — not just whether they're collecting what they've earned, but whether they're keeping the clients they have, growing the ones they should be growing, and whether the trajectory is actually going in the right direction.
It's worth noting that AccuInsight and Cleanlytix aren't mutually exclusive. You might use AccuInsight to manage your cash flow week-to-week and Cleanlytix to track the longer-term health of your client base month-to-month. They answer different questions and they live in different parts of your day.
One thing none of them replace
All of these tools work by connecting to Jobber and analyzing the data Jobber already has. That means they're only as good as the data you put into Jobber. If you're not consistently marking visits as complete, recording cancellations accurately, or keeping client records up to date, the insights you get back will only be as clean as the data going in.
The good news is that most Jobber users are already doing this as part of running their business. If you use Jobber the way it's designed to be used, the data is there — these tools just help you see it differently.
Cleanlytix is built for residential cleaning businesses running on Jobber. If you want to see how your retention metrics look, start a free 14-day trial — no credit card required.