Forum Widgets
Recent Discussions
How to manage duplicate clients, flags, and scheduling visibility in Jobber?
Hello, A few things I'd love to see added to jobber, if not already there and I have the wrong package. Being able to merge clients! When multiple people answer the phone, some do not check for previously entered spelling errors and such, we end up with multiple duplicate clients. Multiple jobs/invoices are scattered within all the duplicate clients. Being able to flag clients, maybe a color coded flag like red for no service at all, yellow, needs payment collected first or allow us to label our flags how we need to. Or give us a drop down box to make selections by color, or a preview box so we see it as soon as the clients name is entered before scheduling and without it being on the profile for invoices and receipts. Color highlight for clients that are on the schedule, like if someone is flexible and can be worked in on a day we have a cancelation or a color if they have to have a solid appointment day. These colors need to be separated from the team colors and be able to be seen on the calendar view so CSR's can see at a glance that someone can be worked in right away if there is a cancelation. That's all I got for now :)
Appointments are now missing
All the sudden I started getting calls from my clients about them now seeing appointments. Which is cool that they are using that tool.. except the appointment menu is now just missing.. how to fix? we have all weekly/biweekly so I know they have scheduled job. And i've looked at MULTIPLE accounts. TIA
Central Place for communications
Jobber provides a part CRM feature. The part that is missing is that any replies received from our customers do not go into their Jobber record. It will be great if Jobber can step up their game on the CRM side and allow all emails and SMS replies to come back into Jobber and provide one place to manage all communicationsDoes Jobber keep a log of changes to an account?
Bit of a story here, a friend of mine who is a District Manager for a large wildlife removal company recently ran into a problem where a sales consultant was stealing. The employee would quote a job and tell a customer that if they sent him an email transfer or paid cash, he would give them a special price. When they did, he would go into their CRM customer profile and change the email and phone number so the AR department couldn't contact them for payment (They are not using Jobber by the way). My friend finally figured it out when he would look at the logs of the client communication and noticed when all the changes where made and by who. Also it logged what the information was changed FROM and could then contact the client. The house of cards fell pretty quickly once he found out how to access that information because as he called the customers they said they paid the employee. They provided screenshots of text messages, e-transfer confirmation emails and even a Ring camera video of a customer handing him cash! I wonder if Jobber has this logging of information built into it too? If this would ever happen in Jobber, can a Jobber used find out when information was changed and by who?
MASS TEXT
Submitting a request for mass text messages. My customers yes look at emails, but not always, and will many times ignore communication. but text gets great responses. and after sending out over 300 texts its a massive time suck. yes there are campaigns and that's nice, yes there are other services, but that just creates ANOTHER number for customers to have look at. (i already have a business number, thanks to regulations, a jobber text number, and the idea of adding yet another isn't ideal for customer management. i know i don't want 3 or 4 different phone numbers from the same person in regards to communication for the same thing) So yes i would much prefer a text system select all the customers i want to send to, type the message and hit send would be great
How to manage and optimize leads before they become paying customers?
I am looking to optimize leads, plan routes for the sales departments and optimize so staff is not zigzagging all over town. These are not visits as no jobs are created yet, these are leads. I want staff to hand out flyers, business cards, etc. Is there a way to manage and optimize routes from the client list, specifically for clients who have not converted from a lead to an actual yet? How are others managing this? My prospects are typically other businesses as we are a B2B operation.
