Recent Content
Automated Campaigns in HVAC
We'd like to start using the automated campaign feature to contact our clients when they're due for servicing, and I'm wondering if anyone has done this with their HVAC business so far and has some tips on how to set it up. Tags seem to be the best way to sort clients in Jobber but how do you tag or sort clients so the right clients are getting the right reminder at the right time? Thanks in advance!Setting up rounds for lawn applications
Hello All, Jim from Paramount Turf Company here. I am 50 days in with Jobber and preparing for a new service line we offer at PTC with lawn applications starting in 2025. With that said, I have experience with other software companies when it comes to setting up a multiple round application program but was curious how you all do it within Jobber. Jobber client service team has been great with their one-on-one consultations and have been super helpful but would like to talk to someone in my industry in how you all set up your multiple rounds and how you schedule it. Would love to connect with some of you if you would be willing to talk some shop! Thank you in advance!!!
Client Tags
We love using client tags! We use them mainly for our recurring maintenance customers. We tag our customers with "Weekly Maintenance" as well as with their tech name and service day to easily keep track. The office also utilizes a specific tag to "Red Flag" accounts, so we remember to not take on these "problematic customers" whether they canceled service on bad terms, or their service was canceled due to non-payment, or they were just a headache etc. I am curious how other companies utilize their Tags.
CASH-BASED Companies: Handling "Bad Debt"
I have a question for other companies set up with cash-based accounting, regarding how to handle old unpaid invoices. Since we cannot write off bad debt as accrual-based companies can, how do you process it? I want to clear these unpaid balances out of our Jobber & Quickbooks open invoice reports (since they are so old and were sent to collections), but I still want to be able to see if a previous customer did not pay his/her bill. If I use the "Bad Debt" line item (that I think was a default in Jobber) it shows up as an expense on our P&L, which is not correct.
For people running and scheduling several crews, any tips to help...
For people running and scheduling several crews, any tips to help...make that easier? I usually use week view to schedule jobs, and as I am growing and have more than one crew, and crews are going to jobs at the same times... any specific tips to help with having that more organized? I am using the color coding a little, but any specific ways that you guys have tried, that have really helped, would be greatly appreciated (or any other help scheduling would be great!) Thanks!!!
Ideas about note organization and ease of use
Hi all, been with Jobber awhile and this has always been an issue for us. We're an appliance repair company. Our office and techs use the note spaces for everything. This though makes that space noisy and important details get lost in the mix often. I had suggested many years ago a folder system that would allow the user to select which folder they wanted the notes to go into. This would have resolved all our issue but alas this has not happened. Ideally, I want to keep everything in jobber and not have to involve other programs. Has anyone had this issue and found a way to mitigate it? Thanks all, Me
