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Automatic Yearly Reminders
Hello everyone, We've been in the water softening and filtration business for over 25yrs. Just switched over to Jobber and trying to figure out how to set automatic yearly service reminders via text to customers. It doesn't seem like it can be done within jobber alone. I may need to use an external platform and export lists from jobber to that platform on a monthly basis. Is anyone doing something like this and if so, how are you doing it? Thanks ErnieI want to integrate Jobber with ____________?
Hey everyone! What have you wanted to integrate Jobber with but gotten stuck on? What application in the App Marketplace seems over your head but you would love to make it work? Drop a comment starting with "I want to integrate Jobber with ...." OR "I want to integrate ______ with Jobber" and finish the sentence. I'll answer ever question with a detailed flowchart, templates and videos where necessary. Let's help everyone save time with integrations and automations!
What kind of Notifications you setup
I want to start the discussion on what notifications you setup in Jobber? What notifications you would like to have in Jobber when compared with other CRMs' ? Would you like to setup notifications based on fields in the Job, Client etc example: - When a visit is completed and the job value is > x, then email the owner and the manager. - When a payment is created and amount > x, then email the accounts receivable and owner. - When a 'Request' is created with emergency keywords like urgent, 'no heat', flooding, then email to manager, dispatcher. - When a high value job is deleted, notify the owner. DM me if you are looking for some such notifications that can ease you daily and repetitive routines Aswath aswath.satrasala@gmail.comWhat’s your best “DIY hack” you’ve used to run your business?
When I first started my business over 19 years ago, estimates meant pen, paper, and carbon copies—rip the top page for the customer, keep the yellow one for myself. That was just the way it was back then, and it worked. Trips to Staples were the norm! But as I think about it, over the years I’ve also come up with plenty of little “DIY hacks” to keep things running when resources were tight or when I didn’t have the systems I do now. Some of those scrappy fixes actually held up surprisingly well! I bet most of you have similar stories— What’s the best “DIY hack” you’ve used to run your business? Maybe it was how you scheduled jobs, tracked expenses, did marketing, or just stayed organized before you had tools like Jobber. Sometimes those old-school solutions are just as clever as the technology we use today. Can’t wait to hear yours!How Are You Hiring? Anyone Using AI in the Process?
Hiring is one of the biggest challenges for service businesses like ours. I'm curious how others in the industry are approaching it today — especially with all the new tools out there. A few questions for the group: Where are you finding your best applicants (Indeed? Facebook? Referrals?) What does your interview or onboarding process look like? Is anyone using AI tools to assist with hiring? For example: Auto-screening resumes AI chatbots for pre-interviews Video interview analysis tools Auto-scheduling interviews Predictive scoring or assessment tools I'm always trying to stay ahead and improve the way we bring people into our company, so I’d love to hear what’s working for you — or what tools you’re considering. Thanks in advance for sharing!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?How do you measure crew productivity?
I know Jobber has the employee productivity report. It doesn't work great for a company that has a ton of recurring jobs with fixed billing. I'm curious how people are measuring their crew performance. There are so many ways to track it. Budgeted hours vs actual, revenue per hour worked, jobs completed, visits completed - the list goes on. Curious to know what works for you and your team. What metrics do you look at to gauge crew productivity?GetJobber in Gmail
Getjobber currently does not have native Gmail integration. CRMs like HubSpot, Salesforce, and Zoho have proven the value of native Gmail integration My company is going forward and filling this gap for GetJobber. Customer Context Panel: Automatically pull the relevant info from the email and display new client form in the Gmail sidebar when viewing emails from new clients Customer Context Panel: Display GetJobber customer info in the Gmail sidebar when viewing client emails Job Creation: Create jobs directly from client emails with one click Email-to-Job Logging: Automatically record important emails to job history Scheduling: Add appointments to the Getjobber calendar from email conversations Please don't hesitate to contact me if you are interested in such a Gmail productivity tool Aswath aswath.satrasala@gmail.com
Email with clients
Hello all, Any advise on what emailing app works well with Jobber if any? Jobber unfortunately doesn't offer much when it comes to emailing but I do like that it keeps record of emails in the client account. I want to be able to create eye-catching and more interactive emails. I also want to have email templates for different things. Welcome email to new clients, new policies, holiday hours etc. Thank you,
