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KPI Dashboard
Does Jobber have anything in the works to show a KPI dashboard of short? Something that we can easily look at to see certain metrics important in our business. Some of these could include set goals such as booked jobs for the week, month. Some others could be close rates, total sales, etc. If not, what would be a good integration alternative?
Data Importing
Will Jobber ever support importing data from older CRMs, like ServiceCEO, so we can transfer over the data we’ve collected for the past ten years and have all our information in one system? This would help streamline our operations and make it easier to transition without losing important historical data. It's hard to have data in multiple places and not have data on hand when needed makes minor tasks extremely time consuming and tedious? Please say yes 🙌
LANDSCAPERS: Let's unite on best practices...
Calling all landscape home service companies! We are a full-service landscaping company doing everything from irrigation, fertilizer and lawn maintenance programs to large projects. We've used Jobber for about 6 years and 'figure it out' as we go but tend to have to do a lot of manual work and workarounds. Wondering how others in the biz are best using Jobber and what kind of administrative help you employ to help manage it. For us... we have 3-4 people dedicated in the office at all times. We have 2 people dedicated to scheduling services and customer service for existing clients. We have another dedicated to billing daily, and another for administrative support to strictly field new requests and ensure people are being responded to. We use Trello to help manage all the tasks and customer status. It's a lot to manage. There's a lot of room for error. Setting up jobs is very manual. Scheduling can be pretty manual despite knowing there are ways to mass schedule in Jobber. Tags get super messy and are only so reliable. There isn't a great way to enforce good notes from techs in the field. Job Forms are only really for customer leave behinds and don't help with billing so the open notes field is really the only way to gather info from the field for invoicing... Interested in whatever others have to share that are really working for them!How do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!
How to Track Google Lead Form Conv. With Jobber Lead Form?
Hey all, I recently had to take off the Jobber Lead form from my site because I cannot figure out of to track the leads being converted from google ads. Typically when they click submit, they are redirected to a thank you page and the URL of that page triggers the Google Conversion Tracker as a submitted lead form. Due to this, I had to revert back to my old lead form so I can track the conversions and now have to manually put leads into the CRM... which sucks and was one of the main reasons I got jobber.Projected revenue
I would like to look at my upcoming schedule (by day, by week, or a custom range), and see the projected revenue based on future visits. I own a lawn service/maintenance company, and we invoice our customers after every visit. For example, when I see tomorrow's schedule, I would like to see the total number of visits, the revenue associated with each visit, and the total revenue for the day. I have never found a report in Jobber for this. I'm surprised that it isn't on the dashboard. Does anyone else think similarly? Are there easy work-arounds?How to back up job photos and files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! Josh
