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What’s your process for estimating job duration accurately—especially for new clients?
Hi everyone! I’d love to hear how other service providers are improving accuracy when estimating job duration for first-time or new clients. In our business, one of the biggest challenges is avoiding time overruns or inconsistent job lengths—especially when the client’s description doesn’t quite match the actual condition of the home or site. We’re trying to streamline our scheduling so our team isn’t rushed, and the rest of the day stays on track. How do you all handle this? Do you rely on on-site walkthroughs? Do you use Jobber checklists or custom fields to help scope the job? Do you add buffer time for new clients? Any tips or red flags you look for before setting a time estimate? Thanks in advance! Always appreciate learning from this community.Finding out when a client profile was created?
So I took a call from a customer on a Friday afternoon after a busy day, he wanted service for the next week so I put in his name and address in a job booking, but forgot to take down his number! It is in my call log on my phone, but I had so many calls that day and I don't remember which number was his. I was wondering if there was a way to see what day/time a client/job was entered in Jobber so I can cross reference my call log?
ROUTING
So serious question. how in the world do you actual route the properties because it certianly isnt by the least amount of drive time. is it just a geo code. or what it sucks and now i have proof. oh and the new scheduling where we can 'add' an end point. that is again suppossed to allow the routing to hit every property on the way to the end not just go through the route and then back track past every single property to end at the right spot. so here are a list of 5 properites 508 Gentry Crossings Boulevard / Mount Washington, KY 40047 107 Williamsburg Court / Mount Washington, KY 40047 107 Preserves Blvd / Mount Washington, KY 40047 284 Olde Colony Court / Mount Washington, KY 40047 182 Crossfield Drive / Mount Washington, KY 40047 put these into your google maps and see how you should hit them...i have more but this is just too funny. 508 and 182 are litterally down the street from ea other in the same neighborhood. the only way to go from 508 to 107 is litterally pass 182 and then go to the others and then go back into the neighborhood. next one 135 Hubbard Lane / Mount Washington, KY 40047 119 Gentle Wind Ct / Mount Washington, KY 40047 152 Strawberry Field / Mount Washington, KY 40047 12297 Highway 44 East / Mount Washington, Kentucky 40047 121 West Emerald Circle / Mount Washington, KY 40047 So enter these in and tell me the most efficient way to do this. by the way 135 and 12297 are literally neighbors, like right next door. Now for this one i chose these as i know because i have driven them is hit 152 then 12297/135 then go to 119 and then 121. it is the least amount of driving but the system shouldn't have me literally leave and then come back and park in the same spot. meaning fix the routing. scrap it and start over and it is that serious. if i had never used another system i might think this is ok. but it isn't if this is the only crm someone has used they will think oh this is great, and not realize that their drive times are killing them. and yes i could address it and "move" them. but a free crm i never had to.......think about that for a second its free and these examples NEVER happen. EVER. so i am not sure how you have it coded but it isn't' built by someone who works in the field. there was a older post from a guy who does snow routes...part of his problem is this right here. the route needs to be based on literally drive time and actually street driving. not a whatever this is doing. i have another example its literally my court. it wants me to do my house and my next door neighbor leave the circle drive 2 min to the next stop and then one more after than then hit my neighbor across the street leave the circle again and drive around the block hit another (the neighbor of the property before my across the street) then come back to the circle 2 more then go on.... its a problem...like a big enough problem it needs to be addressed. and a big enough problem i will drop jobber before next season if it isn't addressed. routing is an everyday thing. something that most guys will need to deal with every day. it has to work and make sense. im good with a few adjustments. but this is the same route every week i don't want to have to fix it all the time. i shouldn't have to move 8 out 10 properties to get them in the right order. if it made sense on paper sure, but those examples don't even make sense on paper
Canceling A Job
I'd like to know how other people are handling cancelled jobs. I've been deleting the jobs but then I don't have a record of what happened in case they call back later. I can close a job, but do I have to delete the line items so there isn't an outstanding balance? If so, then I still can't see what the original job was supposed to be. Anyone have any insight? It would be great if jobber would just build this in and have the status listed as cancelled. Thanks
New Item Request - Billable Hours (BH)
would love to be able to track billable hours to be able to look at efficiencies. Seems like it would be an easy add. If CoPilot can do it... hahaha. Along those lines, BH for each job, and then a way to see BH for a route would be great!! would help with figuring out capacity and bandwidth. Thanks Team Jobber!!!
Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.
