Recent Discussions
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 !
Spreadsheets
I am the VP of Operations for a high-volume surveying company in Texas. We started using Jobber about 10 ago years when we really started to grow and needed a place to schedule and store all of our data. Over the last couple years, we have started experiencing issues with keeping track of deadlines. We have multiple different spreadsheets via google docs where we track timelines. We will use jobber to create a task and once the surveying task is completed, we then create a new task under the same job for a survey drawing to be completed. However, jobber is not great about being able to sort via due dates, so we end up adding this information to different spreadsheets. Those spreadsheets then get additional specific information added to them. I have 5 full time admins now and need to simplify this process so we can be more productive and eliminate the user errors. We do about 3,000 jobs a year through Jobber and then there will be at least 4-6 different tasks created for each job. Does anyone else push this much through jobber each year and if so how do you track your jobs deadlines. I know there are add-on apps that can help with this, so do yall use any of those apps. I am not a IT guy so need all the help i can get here.ChatGPT with Jobber
Anyone doing anything cool with this ? I'm thinking it could be used for estimating... any other neat things people are doing. Right now all I'm doing is putting some invoices from the wholesaler in chatgpt and asking it to remove the pricing and put it in a point form list for me which it's doing great. I'll also take the notes from the guys in the field and get chat gpt to make it into a nice professional point form list as well. One other thing I've done is take a CSV file report from jobber and put it into chatgpt and get it to analyze the data. Thanks !
KPI Dashboard
Does Jobber have anything in the works to show a KPI dashboard of short? Something that we can easily look at to see certain metrics important in our business. Some of these could include set goals such as booked jobs for the week, month. Some others could be close rates, total sales, etc. If not, what would be a good integration alternative?
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.
Kits/Pricing Templates 2 part question
This is a two-part question: Are there plans to introduce kits or templates for quickly creating detailed, itemized estimates? For repeat services, it can be time-consuming to manually add multiple items on the mobile app. A template feature would allow us to add common services with one click and adjust quantities, saving time and enhancing accuracy during the first conversation with the client. Will there ever be an option where a picture of the customer’s home automatically populates once the address is input, similar to apps like Housecall Pro? This feature would provide a quick visual reference of the property, allowing for quicker and more accurate service quotes (e.g., gutter cleaning). It would also help create a great first impression by allowing us to describe the home in detail during the initial phone conversation with the customer.
