Forum Widgets
Recent Discussions
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!
We need a DENY button...
We have been using Jobber for a little over a year and we have made changes to help streamline receiving requests and getting those turned around into quotes. I have one major complaint and that is that there isn't a deny option in the drop down menu of the request form. I know there is an archive button which takes the request away from the clients, client hub and removes the request from our active requests. We are a smaller company and pride ourself on customer communication. At this moment in order for the potential client to know we do not want to take on their work, I have to take their email from the request form, go to my email, take the steps to write and send an email stating that we are unable to accommodate their request at this time. Then go back to jobber type an internal note that I sent an email and why I denied the request then click archive. I will preface with I can't write code, but it would be a simple addition to the current coding that would allow a Deny Request button to show up under ...More Actions. Once clicked you could select whether you would like to send the denial via text message or email. Then one of your prepopulated emails or texts would come up to send. That way a client isn't just looking for a quote and one never comes. Once the request is denied, it could go into your archived request folder and it would show you denied it instead of just archiving it.
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?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.
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?
Online booking - losing Request info
Hey all, I have a pain point and I wonder if anyone else is experiencing this. Requests converted to Jobs via online booking lose the data of the Request. So if a customer uses a Request form (via the public website or through Ai Receptionist (which I don't have set up for Booking because I don't want the public to have access to that -- it's a previous customer only function in our world), and then books the visit online, the Request data is NOT moved into the Job, so the techs don't know what the Job is about. Pictures are moved to the Job form. If you have every possible product and service delineated in the booking form, I suppose the Request information might be superfluous, however, in plumbing there are so many variations, and sometimes we show up with the problem identified, not the solution (i.e., line items of products and services). We have more umbrella terms in our Request and Booking forms (routine jobs, multi-faceted jobs, etc.) as choices. Most customer wouldn't know a flange from a fill valve from a flapper, so it makes sense to present their choices in terms customer can understand. In any case, I think it's important to convey to the field crews what the customer said in their own words - can help the conversation when they arrive on site. Yes, I know how to cut and paste and adding steps is moving in the opposite direction of efficiency. Anyone else?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!
