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What would you like to see added/changed in Jobber to make your life easier?
I own and run a one-man RV inspection and mobile repair business in North Carolina. I've been using Jobber for 2 years and it's been the best FSM I've used so far but it's not perfect. Here are some things I'd like to see added/changed in Jobber to make my life easier. On a job that has multiple operations, I'd like to be able to lump all the parts and labor for a single operation together. This is commonly done at automotive shops and gives the customer a view of what each operation costs. In NC, if a part that's installed is taxable, so is the labor to install it. For this reason, I must have separate labor services, one for non-taxable and one for taxable. This gets to be tedious when you take a call from a client not knowing what you will get into and use the non-taxable service by default only to discover after being on the job that you need to use parts that are taxable and then you have to change the labor type. I'd like to see a Taxable check box next to each item on the invoice that can be marked or changed as needed. I enter my products and classify them as taxable or not and this doesn't usually change. It's the labor that can change. I would like the ability to customize my dashboard with the information that's important to me. For instance, I'd like to add Products and Services to the dashboard for easier access since I'm in there all the time. QBO does this. A-la-carte feature pricing. I hate paying for things I don't use. The feature packages are getting expensive and the next level has features I'll never use but has one or two that are very good. Let me pick and choose the features I want and price the package accordingly. These are a few things that have been bugging me. What features would you like to see added/changed?
Technician Performance Report
I am just coming over from service titan.. One report that is really important to me is technician performance report we had. We could see their avg ticket, their daily avg, month to date sales ect... a report that I can see how much a tech has invoiced for is imperative. Any chance this is coming? How are you other business owners tracking how your tech's are doing? I don't want to pay the guy who is doing bare min. the same as the guys who are taking their job seriously well organised and hustling.What tech tool actually made your team more productive?
What’s something that genuinely saved time or made your team better? Did it help with quoting? Payments? Share your take below. In this episode of Masters of Home Service, ryaantuttle and Rob Soper get into: Why many owners are still stuck with manual processes How tech can act like extra admin (without hiring) Simple ways to start using tech without overhauling everything Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
How can I automatically send an SMS to customers when their ordered part arrives?
I have been trying to use some automation to help with a workflow related to parts. We are an appliance company, and often need to order parts. What I am looking to do is when parts arrive, we generally put a note in the job saying parts in. I would like to try automation that when we say part is in, we send an SMS to the customer saying the part is in and to go to our booking link to setup a return visit. I have tried using integrations like Zapier to Twilio, but cant seem to get it to work based on notes in the job being updated. Anyone else get a workflow like this working?Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !
How Do You Manage Requests in Jobber?
Hello everyone. How are you managing requests in jobber? We have all our leads coming into jobber via request forms and many customers submit request forms for service as well. When we follow up on these requests we are able to get hold of some and convert them to an assessment, a quote, or a job. The ones we reach out to but do not get hold of right away are staying in the request bucket and the status still says, "New". Is there a way to change that status or move them somewhere else? These requests seem to pile up for us. Since we haven't contacted/scheduled them we really can't move them to assessment, quote, or jobs. We don't want to archive them yet. I would really like to zero out my requests daily. How are you managing these requests that you don't get hold of right away? Are they being left in the request bucket with the status still saying, "New" until you finally schedule them or archive them? Or are you doing something else? Looking forward to hearing what companies are doing. ErnieHow Do You Manage Sales to Production Hand Offs?
I have two problems I could use some insight on for you companies that have a sales person and a production side of the business: How do you communicate the promises made to your customers in the sales process to those who are executing? Specifically for those GCs and Handymen who have varied scopes from project to project Is there a software that can help with that? Jobber gets you half way there with the Sales tab but it's not expanded (yet, I'm going to message them) so I'd like to have some sort of system so I can see where a project is at a glance. I just hired a production manager but I've always done sales and production managing so it's easy for me to make notes in jobber for the field staff. I'm trying to devise a system that I can get this info to the production manager without having 1000 meetings about every single job.Are you using AI in your business yet or still “just curious”?
Where are you at with AI right now? A) Not using it at all B) Using it for basic stuff (e.g., emails, replies) C) Using it for ops (e.g., estimating, training, reporting) D) “We run everything through AI” level—share below how you’re using it! In this episode of Masters of Home Service, PhilRisher and ryaantuttle share real-world ways home service pros are using AI to: Speed up estimating and hiring processes Create ready-to-use marketing content Prep for the shift from traditional SEO to AEO and GEO Want to put these tips into action? Download our free AI starter toolkit (includes scripts and pro tips). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
