Recent Discussions
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.
Show more future Jobs in client portal
Hi. My clients who we have encouraged to use the client portal are messaging me saying they have more jobs booked in. Which they do. But the portal cuts off the listing of upcoming jobs part way through the day, 2 days in to the future. This wastes the time of our clients and us to confirm we do actually have the jobs booked in. Could the date range of the jobs shown in the portal be selectable by the client so they can be sure what they are seeing is accurate. Thanks so much. 😁 Kylie-Anne
Fix Quote UI
Can you all fix the Client Quote View? It would cause less confusion if optional line items were marked as "optional" as seen in the admin view and if those options were also offset to the right, as seen in the admin view. Not having these two simple things makes those items not seem "optional".
Am I crazy? Need help.
Hey guys, wondering is anyone has any insight or ideas. Very frustrated and Jobber support is not helping. I am trying to remove 2 factor authentication for a few reasons: 1) to get into Jobber as I have virtual assistants that need to get into the account at different times that live in different countries. I can't be sitting by my phone at all times waiting for codes. I called Jobber support to ask for a solution. Their response was to have all different authorized users have their own profile. So I have to pay an extra $60/month to make sure everybody can authenticate from their own phone #. What if I was a big business and I had 20 assistants in and out of the software. We would have to have an entire department for 2FA code support.. crazy. Apparently it's impossible to remove 2FA. 2) I am a team trying to set up automations for a highlevel form to transfer the info and book the job into jobber using API's and all types of fancy stuff. However the 2FA might make this impossible for reasons I am not smart enough to explain. This seems like a normal thing that growing businesses in 2024 would be implementing to make less manual work. Not looking to just complain, wondering if anyone knows any higher ups in Jobber or a way to figure this out? Surely there is other people with these problems. I am sure not every person that uses jobber is a 1 man show business..
Help w/ iPhone App
Does anyone know how to clear notifications on the Jobber iPhone app? Alternatively, is there a way to forward any messages to our jobber phone number to another service? I can never tell when I get a new message from a customer because it always says I have a notification on my app screen. I have gone in and scrolled through all notifications, I’ve clicked on them, still shows this bubble on the Home Screen. Thanks in advance!
Bulk Messaging
Hey everyone! I know jobber has a client communications feature with one of the paid plans, but does that feature include bulk email and text messaging to clients? I find myself often using MailChimp to send out emails but I would rather have Jobber create a feature where I can email and text clients all at once or based off of their tag. For example, when it snows we do snow removal. I would like to send out a bulk message to all our snow removal clients what time we plan to dispatch. Or another example, when it rains, I would like to send out a message to our clients that we will be rescheduling due to the weather. Does anyone have any feedback? Thanks!Client hub options
Is there a way to for my customers to pull up job forums that have been completed in client hub ? I’m a weekly pool service contractor. We send out pictures and complete job forms to our customers each visit. I know they have the emails, but is there a way to file these so they could see these on client hub ? Right now I’m messing around with saving the job forms email it sends to the customer and filing it away in a google document that’s shareable . Then I’m creating a specific QR code for that file labeled for the particular customer. I can then send that as an attachment on the monthly invoice, but I doubt they will open it. Thank you, Joel
Automatically upload files and text to clients profiles?
Hello, I are curious if anyone has successfully found a way to automatically upload files / text notes onto a client's profile within internal notes on Jobber. Vision - voicemail audio files are uploaded to a clients profile inside of the internal notes section; by matching the phone number to an existing client within jobber. If the number cannot be matched to an existing client, the automation stops. At the time of writing this, Zapier + Jobber allow for notes / files to be uploaded to a request but not to a client profile.
