Recent Discussions
How Are You Building Your Systems & Processes?
I’ve been diving into ways to build better systems and processes lately, and I’m curious to learn from the community. Whether it's managing workflows, tracking progress, or using flowcharts, there are so many tools and methods out there to explore. What are you using to stay organized, efficient, and productive? Are you a fan of tools like Lucidchart, Trello, or Asana? What’s the biggest challenge you’ve faced in building systems that actually work for you or your team? Personally, I’ve been experimenting with Chatgpt and Lucidchart, but I’m always looking for fresh ideas to improve. Let’s share what’s working (or not!) and inspire each other to level up our workflows. Looking forward to hearing about your tools, processes, and insights!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 !Virtual phone numbers
When we first started up, I signed up for a virtual phone number through a service Calle Vumber.com. It's worked fine for 9 years. It suddenly occurred to me that I am totally **bleep** if Vumber.com decides to cease operations tomorrow. I assume this could be a similar issue for anyone using a phone number from one of the hundreds of virtual calling companies in the market. My options are: 1) continue as is and hope nothing goes wrong. 2) Port my phone number to Verizon, who charges almost 12 times as much (times 3 phone numbers) and have to deal with the lousy Verizon service, but at least know that my number will always be there. Has anyone ever given this any thought? Has anyone ever lost a number due to their virtual phone service shutting down?
Landscape Maintenance Business - Considering Restructuring Production Crews
When I first started in the landscaping business in 2015 I started running 2 person production crews that would do basic bed maintenance and mulching which is the core of business. I then for some reason or another we started running 3 person production teams likely in 2017 and have every since. Taking a long look at our payroll numbers annually and just efficiency I think it would be best to move back to a 2 person crews as we go out with a dump truck equipped with a dump trailer and walk behind skid steer so our equipment makes us more efficient to go back to a 2 person crew. How many team members are on your landscape maintenance crews? How many team members are on your landscape installation crews?
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.
Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.
What are your favorite features?
Hello everyone "I use Jobber to manage my landscaping and snow removal business. Can anyone share their experiences with it? What do you like most about it and dislike? I'm interested in learning more about the benefits and any challenges you've encountered." What are your favorite features? Thank you for your time.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!
