Recent Discussions
Crew Insight | New KPI Dashboard in Jobber app marketplace
Hi All! I run a lawn care and gardening business and have struggled with getting all the KPIs I need from Jobber. I've had to spend many hours each month crunching numbers on spreadsheets that could have been spent growing my business. To solve this, I created a software platform that would pull in data from Jobber automatically and give me the numbers I need. Seems like KPI tracking is a common pain point amongst community members so I thought I’d create a post to start the conversation. What KPI’s are you obsessed with? What KPI’s feel hard to track? What metrics are you struggling to improve? If anyone is interested in the software, its called Crew Insight and we recently got it published to the Jobber marketplace so you can find it there or, at crew-insight.com.OpenPhone Please!
Hi! I understand that Jobber has a partnership with CallRail, but that system is a little too expensive for our smaller business, so we decided to go with OpenPhone since we just have one line and two employees that do all of our scheduling. Would love a native integration to OpenPhone so I don't have to keep paying for things like Zapier/Pebbly/etc.
Pulling Job Internal Notes with Zapier
Hi y'all, I'm working with a client of mine that uses Jobber and has used them for years, but I'm fairly new to the platform. I work in digital marketing and I'm working on creating a new tool for them. In order for the tool to work, I'm first just trying to export specific data from Jobs into a Google Sheet. I've been able to export everything I need except "internal notes". I can't seem to find that field to map to anywhere. Is it labeled something else or just not there? Ultimately I need the pics from the project and my client uploads them to that field. Open to ideas or suggestions and happy to expand on what I'm working on if anyone is curious. Thanks in advance! MattHow Zapier and Jobber Integrations Can Make Your Life Easier
Saving time and cutting down on mistakes is key in our business. I’ve been using Zapier to connect Jobber with tools like Google Sheets, Jotform, and WordPress. This setup has automated a lot of the repetitive tasks and keeps everything running smoothly. Let’s compare notes on the tools and workflows that are making our jobs easier. What about you? How are you using Zapier or other integrations with Jobber to streamline your business? What automations have made the biggest difference for you?Xero/Jobber Integration Issues
Hey all! We were quite excited when the XERO / Jobber invoice integration was introduced. However, we have experienced a few issues, the most recent of which has created a rather large problem. It appears that the integration has gone backwards and pushed through doubles of HEAPS of invoices, even those that have been closed or untouched for some time. Needless to say, this has posed a reconciliation nightmare and to add insult to injury, Jobber Support has pointed to the developer who has pointed us back to Jobber who has pointed to Xero Support. Has anybody else experienced this or other issues with this integration?
