Recent Discussions
Who has Jobber dialed in using Automation
I don't think I am utilizing all Jobber features and would like to learn more on how to do that, it would be great to find another contractor who has their Jobber really dialed in and utilizing all their features with Automation and even the integration's as well. Love to connect with any Contractor that has theirs set up and showing great results. Please feel free to reach out, gary@moreheatmorecool.com or 937-794-5060, I would be open to paying someone to help me set mine up as well. Thanks, Gary
Two Way Texting with Multiple Technicians
Wondering who out there utilizes the two way texting feature for the bulk of their communication with clients and who has multiple technicians/office staff? I'm just getting my lawn service going in Jobber. We currently communicate a lot with customers via txts. We currently use a pretty awesome service that organizes messages well so that messages do not slip through the cracks. I fear if we tried to switch to Jobber for the bulk of our txt conversations, technicians will be annoyed getting notifications from conversations not relevant to them, and maybe even start ignoring notifications all together and miss responses/questions that are relevant. How does everyone manage the craziness of multiple conversations going on at the same time by different workers/clients?
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!
