Forum Widgets
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.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?Business Phone Number - Who's Should You Use and How Should You Use it?
When it comes to phone numbers, I treat the Jobber phone number as an “automation line,” not my primary business number. I use it for all the built-in Jobber automations—invoice/receipt texts, appointment reminders, “on my way” notifications, and anything else Jobber sends out automatically. It’s great for consistent system messaging and keeping those operational texts separate from my real day-to-day communication. The reason I don’t use the Jobber number as my main public-facing number (website, trucks, yard signs, etc.) is ownership and portability. The Jobber number can’t be ported out, so if you ever switch systems or change your setup, you don’t truly “own” that number long-term. I’ve made the mistake of putting a non-portable number on marketing before, and it’s a headache when you realize it can’t follow you. Instead, I recommend your primary business number be something you control and can port—either from a carrier, Google Voice (depending on your needs), or another platform where portability is confirmed. Then use tools like Chiirp (and I haven’t personally explored GoHighLevel/Hatch deeply, but they’re in the same category) for your primary communication + higher-level automation, because those platforms typically offer much more robust automation like out-of-office replies, drip campaigns, and automated texting workflows. So my personal setup philosophy is: Jobber number = system/operations messaging only; your “real” business number = portable, owned by you, and used everywhere customer-facing. Then if you need advanced automations like out-of-office replies, I’d build those in a dedicated communication/marketing platform that’s designed for it—not inside the Jobber number.
Automating client onboarding in a home service business (jobber + Stripe + Zapier)
I’ve been working on simplifying my client onboarding process and recently took it a step further by automating most of it end-to-end. After a client fills out my Jobber request form and adds their credit card on file through Stripe, the system now automatically: Updates the lead status to paid client and add "cc on file" tag sends a confirmation email adds the client to my email list for future communication logs the client in a master sheet for tracking and reporting creates a contact in my phone system sends a welcome text message through my phone system The goal was to reduce back-and-forth, eliminate manual admin steps, and allow clients to get started without waiting on me. It’s still evolving, but it’s already saving time and making onboarding much more consistent. Curious how others are handling onboarding and follow-up.How 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?
Any integrations that add internal notes?
In an attempt to streamline most of our client data into Jobber while keeping it organizied, we use a series of internal notes to track communication, scheduling, crew notes, etc. Has anyone found any of the integrations that are able to add a note when certain actions happens. Or even add to a note when something happens. Example: each time a new client is created, a series of notes are added with specific text, one for "OFFICE NOTES", one for "SALES REP NOTES", one for "SCHEDULING NOTES"
