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Australia - Jobber Payments, Two Way Text / Text Message Invoice
Hi Jobber, I just want to say that Jobber is a great program and I'm very happy with all the features currently offered to Australian users! It's certainly the best program I've used so far and will happily recommend it to industry professionals. There's a couple of things that we're missing here in Australia that are critical for running a service based business that are standard for most CRM offerings. I've listed them below; Two Way text messaging / invoicing Jobber Payments (Trying to integrate Zapier to do these things is quite difficult and time consuming and doesn't always work. There's a huge market of tradies / business owners who I know would transition from their current platforms to Jobber Australia if these things were added). I certainly don't want to stop using Jobber but I really don't have any other options at this point unless these features are added so that we can streamline invoicing, secure payment methods / bill post job completion, along with in house text messaging. Australia is a big market for trade professionals and there's currently platforms life ServiceM8 and Tradify that offer these services but their interface is old and clunky. Can you provide a date as to when Jobber will be adding these services (Two Way Text Messaging, Text Message Invoices & Jobber Payments etc.) in Australia? Thankyou, Kristian (MowLocal)
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.
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?
