Forum Widgets
Recent Discussions
How to prevent or merge duplicate client records when syncing with QuickBooks?
I've been asking about this for a while and am hoping that someone has found a solution. At least once a week, when syncing with quickbooks, I get an error message saying that it can't sync CLIENT NAME because CLIENT NAME already exists. There are essentially two causes of the problem: An existing customer uses the on-line request form. The most common thing I'm seeing is that they type their address as "NJ." When we enter new clients, we use the autofill feature with the address that always fills with "New Jersey." We usually catch the error AFTER the technician has gone out and done a job, entered job notes, created and invoice and collected payment. Now we have two records in jobber, each with incomplete information, The second cause of the problem is if I or my office manager are talking to someone and create a new customer account. I can't blame anyone but myself, but it would be a nice feature for jobber to catch that. If I change a password on my bank account and I used that password a year ago, the bank notices it. If I try to open a google account and use my name when I already have a google account, google catches it. So does just about every other on-line service. So my first question is how come Quickbooks, TDBank and Google can figure it out and Jobber can't? My second question is with all the investment in artificial intelligence, how come jobber can't see that it has two records with the same name, phone number, email address and street address? This could be resolved in one of two ways: Either have jobber check if the name/address/phone number or another unique identifier is being use when a new client is entered. Have jobber allow me to merge the two client records into one. Right now, it takes half an hour for me to cut and paste between the two records to make one. The real pain in the neck is the photos we take for our customers projects. They can't be cut and pasted between two jobber accounts. They need to be downloaded from the extra client record to my PC, then uploaded to the other client record. Sorry for my venting - but this is getting to be a real time killer for me. I invested in computer hardware and software to make up for my shortcomings - not to create problems that I have to use my evenings to fix. Anyone else care about this, or am I the only one with the problem?
Subjecting potential customers to marketing emails and promotions??!!
Is there anyway way to disable this on the request form? I guess I'm happy it tells me that Jobber would be selling my customers information, but it doesn't look good for my business when I'm basically telling a potential customer that yup, reaching out to me for help is going to give you spam emails.
Customer Appointment Confirmations
Let me preface with how we currently use Jobber in our daily workflow. I own an Appliance Repair Company and we currently have any new home visits setup as Requests. If we order parts the Request is then turned into a Quote so we can keep track of open orders. Once the customers part/s get checked in it is then turned into a Job and a return visit is then scheduled, upon completion the Job is then turned into an Invoice and payment collected. If we complete the home visit on the first time going to the customers home then the Request is turned into a Job and then an Invoice and payment is collected. One of the things I would like to integrate for my team would be better automation for confirming customers appointment times and the way that Jobber currently does this is not the best. What I am requesting would be a button inside the dashboard that would allow either the dispatcher or with permissions each technician to send out a batch of automated texts/emails to each customer on their schedule for the following day through the Jobber Two-Way Texting Number. It would be nice to also allow this to be automated as well (ex. every Sunday-Thursday at 6pm it would auto send for the following days Requests/Jobs). It would be fantastic to allow this to be editable to show details regarding their upcoming appointment specifically an arrival window. We cannot guarantee we can show up at an exact time as some jobs take longer then others and drive times may also vary so we book in 2 hour time slots. It would also be advantageous to include a prompt that would allow the Client to Respond Yes to Confirm and No to Reschedule. This should then be trigger an action that would then document their response into the Notes section of the said Request/Job. If they Select No a Task would then be generated and either sent to the Dispatcher or Technician, whoever sent the batch appointment confirmation. If this message goes un-responded to maybe allow it to send a reminder the following morning or notate that it is un-responded so that the appropriate person can follow up with the customer via phone call. As of this moment the only way there seems to be to do this is have someone build a custom prompt with Zapier and Twilo or other 3rd party software using webhooks and APIs. I am a huge proponent of keeping things as simple as possible and that the fewer apps that need to be used to perform a task the better as you are eliminating points of failure. I understand that not everyone has a cell phone but in todays day and age my Barber has this setup so I am unsure why it isn't possible to have this built into Jobber. If I am missing a feature in Jobber please feel free to let me know or if there is a simpler way to do this other then with Zaiper I am all ears! This is a time sink for myself as well as other service techs who have just worked a full day and then now have to call their customers for the following day. I would love to elevate that burden from them the best way possible. If someone know of a way to set this up with Zaiper and another app I am also all ears for that!
