Recent Discussions
veterans connect
Hello everybody, I am mostly reaching out to my veteran/ active military crowd here. would like to get a thread started to get the conversation going about resources for veteran owned businesses. what resources have you guys used to further your business, i just started the warrior rising program and it is very informative.Summer 2 weekly/winter 4 weekly job scheduling
Wondering if anyone has ideas of how to setup/manage jobs on the schedule across winter & summer. We have a lawn and garden care business, most jobs are on a 2 week schedule during summer. And 4 weekly in winter. So twice a year around the change of seasons I manually edit each job to change the frequency as well as the job title so I can easily see that all jobs are scheduled correctly for the season. As we grow and gain more jobs, the time involved in this is growing as well... interested to hear if anyone else has thought of a more efficient way to handle this? Currently the process is: click job on the schedule > click the Job # > click Edit > update Job Title > select "New Custom Schedule..." > enter new number and click Ok > click "I Understand" > click Update Job. Repeat for every job... this easily takes me a whole day, if not longer after interruptions from regular business operations... Seasonal scheduling is the only way I can think to really solve it - for example "every 2 weeks from September to April" then "every 4 weeks from May to August". There is a transition period between the seasons when we'll adjust jobs to 3 weekly, which depends on the growing conditions at the time, but if there was a way to set the 2/4 weekly schedule I'd just be able to tell customers that the visits are set.Clocking in/out
Hi everyone! My company is new to Jobber and we are working on getting all the details set up within the portal. So far so good, but there is one hurdle we are trying to overcome - technicians' capability to clock in and out for the day. I do not want it to be possible for them to do so on their phone because, as everyone can imagine, time theft could occur. Though I understand that there are features for automatic location timers and way points, it seems like that would be more work involved for us to monitor accuracy and make edits on time punches on a daily basis. I also know that we can set up a tablet in the office for our techs to clock in/out when they are physically on site to start and end their day, but using their email to log into Jobber to do so would pose the issues - most of our techs are not English speaking and do not use email so it would take time for them to log in/out each day. Our previous program had the capability for our techs to clock in/out using a tablet in office with a 4-digit code (the last digits of their phone number). We liked this because of the ease, speed, and simplicity it took for everyone. Sorry for my long-winded post, but all in all, I'm wondering if anyone has any suggestions on ways we can make the daily clocking in/out the most efficient and uncomplicated for EVERYONE involved, meaning techs AND office personnel. I appreciate the help and advice!
Data Importing
Will Jobber ever support importing data from older CRMs, like ServiceCEO, so we can transfer over the data we’ve collected for the past ten years and have all our information in one system? This would help streamline our operations and make it easier to transition without losing important historical data. It's hard to have data in multiple places and not have data on hand when needed makes minor tasks extremely time consuming and tedious? Please say yes 🙌Accountants in WA State familiar with Jobber
I'm running a small handyman/contracting business (~$100K annually) and need to find an accountant in Washington State. My current accountant is based in southern California (yes, she is licensed in WA State), but is too far away to effectively support my business. I'm looking for someone familiar with Jobber to minimize the learning curve, and has the ability to integrate their accounting software (such as QuickBooks) with Jobber to access my jobs data. Your help is appreciated - thank you!Jobber AI Receptionist
Who else is using Jobber's AI Receptionist for overflow and after-hours support? We recently implemented it, and while it's not flawless yet, we're finding it to be a game changer compared to traditional voicemail. It's handling calls more efficiently and providing a smoother experience for both our team and clients. I’d love to hear how others are utilizing this feature, what has worked well for you, and what challenges have you encountered? Any tips?Virtual assistant
Sorry if this is a repeat post. I did some searching on here and didn’t find what I’m asking. I keep hearing about virtual assistants used for service pros. I’m a 1 man show right now trying to delete and automate as much as possible to leave room for growth and expansion. I heard virtual assistants can help with a number of task. Does anyone have a company they refer or use? What has been the feed back?How has that helped utilizing a VA and Jobber together? Thank you !
