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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?
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, [email protected] or 937-794-5060, I would be open to paying someone to help me set mine up as well. Thanks, Gary
Does 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?
Automatically upload files and text to clients profiles?
Hello, I are curious if anyone has successfully found a way to automatically upload files / text notes onto a client's profile within internal notes on Jobber. Vision - voicemail audio files are uploaded to a clients profile inside of the internal notes section; by matching the phone number to an existing client within jobber. If the number cannot be matched to an existing client, the automation stops. At the time of writing this, Zapier + Jobber allow for notes / files to be uploaded to a request but not to a client profile.
How does Jobber’s texting system handle multiple contacts for one client? Texting System is Lacking
It is very hard to know who we are talking to as many of our clients have multiple points of contact (husband/wife), maybe the GC on the project. But our commercial clients can have 2-5 contacts easily, the company plus managers. The text system currently displays the Client or Business Name and the phone number.... but the phone number is often cut-off completely. And there is Zero way for us to see who we are talking too as you can not click into more details per text. What we need at minimum right away - A way to see the full phone number of the texter What we would like to see very soon - The name of the person texting if they are in a client file... if a number can be matched to a file, then you can match it deeper to the actual contact name. What we need ultimately - we need to be able to choose who we text quicker and easier. From the desktop browser we pull up a client file, and under Contacts it lists multiple people, currently you have to copy and paste that phone number into the text box. We need a Text this person option/button by there name/number. That opens a the text chain in the text pane, showing all past conversations with the specific person. The absolutely ideal scenario - all of the above and Contacts Management (and let us link it to our google, apple, whatever contacts) this rolodex of contacts will allow the system to reference it for the name correctly when a random texts us that we know. (ie. If Joe Contractor texts me about a job, but he is not listed anywhere in Jobber, I need to be able to save his number as a general contact, so his name shows up instead of just a number).
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 :)
