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Can I add Job Forms to an Assessment?
We have an internal first time site visit checklist (PDF Doc) that we want the guys to follow. I see where I can make job forms on Jobber and then add them to jobs. But in the workflow, the site visit form is different than the job form. I can't seem to add job forms to assessments on the system. Am I missing something? If you cannot add job forms to an assessment, can I make a request to have that feature added?
Some Much Needed Fixes in Jobber
Jobber just updated Booking Forms so that customers can now book directly to the schedule like how Online Booking and the AI Receptionist does it. This a great update and gives real purpose to the booking forms. BUT... there's a couple things.. Customers can only book Business Day(s) Away. Weekends are not possible. I literally watched my AI Text Receptionist argue with a customer saying Sunday is not possible when it very much is. Most businesses on Jobber are service companies and also need a dropdown to change Days Away to Hours Away. If our schedule is wide open: A - We're missing out on jobs B - Customers are going to find someone else that's faster. I created a Automatic Approval and Auto Payment Form. The most reasonable way to do this was by making a custom booking form. It's fine. It works. But an optional signature box like how there is on Job Forms would be extremely useful. Other issue: My last employer was a Plumbing, Heating & Electric business that used Service Titan. There were hundreds of line items. Service Titan allows a manager to create folders for the line items. There was one for Plumbing, Heating, etc. It kept things very organized. Pulling this off in Jobber without folders or any means of organization would be a nightmare. Searching is not reliable enough as nearly everything in the trades has multiple names. For example: the thing you connect your garden hose to can be a hose bib, spigot, sill **bleep**, hose connection, etc.
Adding a To do Task Manager
I have been getting many emails and texts asking for quotes and such. As of now I've been using google tasks to mark down the things I need to accomplish. However, I would like to have it all in one place with jobber. It would be very helpful to have a Task section where I can create a task that is linked to a client. That way I don't miss or forget anything that needs to be done in the coming days/weeks.
Improving Jobber's Online Booking for a Cleaning Business
Hey everyone, I love using Jobber for my cleaning business, but I’m finding the online booking functionality a bit lacking. We’re losing potential clients and wasting ad spend because customers can't book instantly online. While we always respond quickly to inquiries, the inability to offer instant booking is really hurting us. We provide a range of services—End of Lease, General Home Cleaning, Airbnb Cleaning (based on the number of rooms, bathrooms, etc.)—and have optional extras like oven cleaning and linen hire. Setting all this up in Jobber's online booking system has been a nightmare! I know some of our competitors use platforms like Booking Koala or Launch27, but I really don’t want to switch. Has anyone found a good workaround within Jobber or a solution that works for similar businesses? Any advice would be greatly appreciated!
Lead Qualifying Workflow in Jobber
I may be hitting the edge of what Jobber can do in terms of it's sales CRM capabilities. BUT maybe someone has a good idea. For my higher ticket item: Permanent Christmas Lights I schedule a site visit and in-home demo of the lights as part of the sales process. Before I put that effort in though I qualify leads by discussing with them what they're looking for, ensuring my product meets that need, and providing a rough estimate for the cost of their install. There's lots of tire-kickers to filter out. If they like what they're hearing then I schedule that on-site assessment. My leads come in through Requests in Jobber, once they are qualified I schedule an on site assessment. But when customers are in the process of qualification, often taking the rough pricing to their spouses to talk it over before they commit to an in-person visit, I have no idea where to put them. It seems like they clog up my request list and it's difficult to identify who has been contacted and who hasn't. I've tried tagging customers to identify if they are "permanent lights pricing presented" but since the requests view isn't filterable by customer tags it's not working well. Anyone have any ideas for my workflow? Or is it just time to get a proper sales crm?Can You Duplicate a Past Request in Jobber for a New Estimate?
Is there any way to duplicate a past request in Jobber (verses having to create a new request from scratch)? If not, I would love to request that feature, as sometimes the contractors we send out are not always the right ones for the job (or more often the client's description doesn't match the skills required) and we'd like to have another contractor go out there and provide a second free estimate to the customer. Thanks!Bots And Spam Via Request Form
Has anyone else had an issue with Bots when embedding the jobber request form on their website? I get hit daily with bots filling in the request form, jobbers supposed to use cloudfare as a middle layer to prevent this but as we have no control over the filter it is not doing a very good job. I will be building my own form that replicates jobbers request form functions and auto completes are the jobber functions but interested to know if other people have had this issue or it’s just me.
Arrival timeframe for on site assessments (requests)?
Is there a way to add an arrival timeframe to on-site assessments created from requests, similar to how we can with jobs? I like to provide a 1–2 hour window for these visits, and our confirmation texts mention a timeframe. However, when clients view the visit details, it only shows the start time, which I think causes some confusion. It would be helpful if the arrival window could be shown clearly in the visit information as well.
