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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 greatDoes 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?
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?💡FEATURE REQUEST: Schedule Send Communications
When I’m ready to send an estimate or invoice, Jobber makes it easy to send directly to the customer. The issue is timing. I often finish admin work outside normal business hours because I’m in the field during the day. When I send estimates/invoices late at night, it can feel unprofessional (or at minimum, it triggers customer replies at weird times). Current workaround: I send the estimate/invoice to myself, then schedule send it to the customer later during business hours. Phones make this easy. It works, but it’s extra steps. Feature request: Add a “Schedule Send” option when sending estimates and invoices, similar to email scheduling. Ideal behavior: At send time, give options: Send now / Schedule send For schedule: choose date + time (and time zone handling) Queue it and show status like Scheduled / Sent / Failed Allow cancel/edit of scheduled sends This would save time, reduce mistakes, and keep customer communications going out at appropriate times without requiring a workaround.
Question for Jobber Team: Why Are Filter and Sort Settings Not Persisted?
Across every core page, Jobber relies on sortable and filterable lists. Filter and sort settings are not persisted, not across sessions, not across navigation, and not even within the same page during a session. This forces users to: Reapply filters Re-sort columns Rebuild the same view they just set up moments ago Workflow comes to a full stop every time this happens. Unless users only use the default list views, it is impossible to work efficiently when moving between pages. This is not a “feature request.” It is fundamental software behavior that has been solved in applications for decades. Any tool with sortable and filterable lists as a core component must persist these settings. There are multiple well-understood ways to do this, including: Persisting settings in the URL so navigation or session reloads maintain state Storing preferences in session or local storage Saving user-level defaults or remembered views Why does Jobber not implement one of these basic solutions? Jobber positions workflow efficiency as a core value. Why are users who rely on sort and filter options condemned to endless repetitive actions? Instead of working on my business, why do I have to spend that time creating scripts that save sort and filter changes and reapply them every time the page loads? This is a critical UX failure that directly slows daily work for nearly everyone. If this is technical debt, it's too big to keep ignoring at the cost of user experience. When will this be addressed?
