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Jobber users how are you handling new requests that don't respond after the first contact?
Do you leave them sitting in New until they respond, archive them, or have some kind of process for keeping the request list clean? I'm curious how other service businesses are handling this, especially when you have a lot of incoming requests. What does your process look like?Supplementary Intake Systems To Jobber
I was reading a post on here the other day about how you can’t really make or receive calls from your Jobber number, and how when you call or text it always looks like it’s coming from some separate number. It got me thinking about how we have ours set up, because I ran into a lot of the same stuff and that’s kind of what pushed me into running two systems. Here’s where I landed. Customer intake is its own beast. It’s a totally different job than running the work once someone says yes. You’ve got calls coming in, texts, Instagram DMs, website forms, chat bubble leads, and somebody has to answer all of it fast and keep it all in one place. I really think that part needs a system that’s built around that specific experience. For us that’s Snipey Lead, which is basically a GoHighLevel mod. And to be fair to Jobber, it has a sales pipeline and it’s a good one. You can do some automations in there too. Where it came up short for us was the calling side. In Snipey we call people right from the system, the calls get recorded, and we can download those recordings. Then when it’s time to build the quote, I upload the call recording into ChatGPT along with everything else we have for the quote. That way the quote takes into account everything the client told us, including the little stuff they mentioned on the phone that normally gets lost between the call and the estimate. Honestly that alone made our quotes a lot better. So the way I think about it, Snipey is the funnel. Every type of communication comes through there, whether it’s Instagram, the website, phone calls, or any of the lead forms, and it all integrates into Jobber. Our pipeline in Snipey goes like this. Engaged Lead, which means we’re actively talking to them. Then Site Visit Scheduled. Then Day of Site Visit. Then Ready to Quote. Then Quote Accepted. And if somebody goes quiet or goes another direction, they go to Lead Fell Off. The cool part is that each of those stages has its own little automations. When someone moves to Site Visit Scheduled, they get a message with some links to our website, kind of an FYI so they know who we are and what to expect before we show up. Day of Site Visit has its own message too. Ready to Quote lets the client know we’ve got what we need and we’re working on their quote, so they’re not sitting there wondering if we forgot about them. Once the quote is accepted, that’s where Jobber takes over. Scheduling, the job itself, invoicing, getting paid. Jobber handles a lot of the automated texts on that side too, like quote follow-ups and invoice reminders. Those used to be the things that slipped through the cracks when we got busy. Zapier is what connects the two, so when a client approves the quote in Jobber, it shows up in Snipey as Quote Accepted. I put together a quick graphic of the flow below if that helps anyone picture it. So that’s the setup. Two systems, but each one is doing the thing it’s actually good at, and together they cover the whole thing from the first phone call to the final invoice. For what it’s worth, I’m not affiliated with Snipey or anything, I just wanted to show how the two can work together. Curious how everyone else is handling intake. Are you running it all in Jobber, or do you have something sitting in front of it like we do?What does your inbound workflow look like? Do clients schedule work through Jobber?
Since I’m no longer the single point of contact for new quotes, my main job is keeping our sales and scheduling workflows friction-free. We want inbound inquiries to get qualified and on the calendar as fast as possible without my manual oversight. We have never used self-scheduling through Jobber to ensure no friction happened, but as we continue scaling I am becoming more open to the idea. Any and all feedback is welcome.An automated email was sent to a client today that I didn't know was automated...
Sorry this is a little long-winded but I need help! I received an online request via my (Jobber) website and Jobber sent me an email as usual, I called the client and we talked about a few times for an initial assessment the following day. The job came in as a "request" and I was able to book it in as an "assessment". These terms were all provided by Jobber, so I put that assessment in my schedule at 8am the following day just so it would be at the top of my day list to move around as I needed. The customer got an email that I booked it for 8am, but we spoke about an afternoon time. She was at the location for 8am but I couldn't be there until afternoon! She wasn't upset as she said she actually needed the time to complete some tasks, but she said I should look into this to prevent someone else getting that email. I keep thinking this could have gone really bad. I don't remember clicking anything that said to notify the client or send an email, so I am wondering if this is automated? Can I turn that off? Does that email send to anyone when I move their day or time? Is it because I booked it as an assessment and not a job?
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?Does Anyone Use Online Booking to Book Discovery Calls? Asking for a Friend :)
Hey guys I was listening to Marcus Sheridan and he was talking about his usual stuff about making estimators, but he also talked about how after the estimator they book themselves on a call or for someone to come to the house. I'm a little protective of my time so I don't just go to every house that wants an estimate but I was wondering, if anyone is using the online booking feature like Calendly or any of those other meeting booking websites, to put their sales calls on their jobber calendar? I'm trying to avoid having too many different software systems and I pretty much live out of my jobber calendar anyway.
How to charge for inspections in advance with online and AI Booking?
We have been trying to use the online booking feature as well as the AI assistant booking feature on jobber. We primarily use it to schedule inspections. The major downside, is that without speaking to the clients first, we cannot vet the quality of inspections, and we end up with lots of last minute cancelations and low quality leads. I think that charging an inspection fee or even simply collecting a card on file would help prevent these issues. What is the best way to go about this? It doesn't seem like jobber gives the option to prepay for services?
Has anyone used the online booking forms successfully with custom confirmation pages?
We’re trying to better understand how other users are handling request form confirmations. Has anyone successfully used the “custom confirmation page” option with online booking/request forms? Specifically: Are you able to redirect customers to a separate thank-you or instruction page after form submission? Does the redirect work consistently on desktop and mobile? If not, what workflow are you using instead? We’re trying to improve customer clarity after submission and would appreciate hearing how others have configured this successfully. Thanks in advance.Question About Jobber Request Form Confirmation Behavior and Mobile PDF Attachments
We’re trying to determine whether other Jobber users are experiencing similar behavior with request forms and estimate attachments. We’ve noticed that after a customer submits our request form, the page appears to load near the footer instead of clearly displaying the confirmation message near the top of the page. Over time, we’ve had multiple customers contact us asking whether their submission went through because they were unsure if the form had successfully submitted. We also noticed that the “custom confirmation page” option appears in settings, but we haven’t been able to get it functioning properly on our end. Separately, we’re experiencing an issue on iPhone and iPad where PDF attachments (specifically our Terms & Conditions PDF) fail to upload when attaching documents to estimates through the mobile app, even though this previously worked for us. Has anyone else experienced either of these behaviors or found a workaround? I’ve attached screenshots showing the post-submission page positioning issue for reference. What customers see after redirect. If they scroll up they can see the confirmation message, but they have to know to do this. Attachment screen error as displayed on all mobile devices.
