Jobber Now Virtual Event: 3 x $1,000 Home Depot GC Giveaway!

As an HVAC company of course we can think of a more than one thing, but I would have to say adding details to client profiles. Not just name address and notes, but things like equipment types (Furnace/AC/Heat Pump), model/serial numbers, equipment age, or if they're still under warranty.

If I could hand off one thing, it would be documenting and maintaining our systems and processes. So much knowledge in a small business lives in people’s heads, and having clear, consistent processes would make everything easier - from onboarding and training to day-to-day operations.

Automating Safety training tracking. For example, having an internal way to track who's DOT is about to expire or who has not completed mandatory OSHA Safety training would be helpful for us.

I would love to be able to send text campaigns within Jobber. Being able to exclude customers with a job already created in the next "X" days; the same way that the email campaigns in Jobber work - but with text. The current texting options that work with jobber are very limited I have found.

Job Costing → Invoicing: Eliminate Duplicate Data Entry

If I could hand off one task today, it would be the process of transferring all job costing and job information into the final invoice.

Right now, I’m practically entering the same information twice. Throughout a job, we are already entering and tracking important information in Jobber : purchase orders, supplier costs, materials, labour/time, job addresses, job details, expenses, and other job-related information. When it comes time to invoice, however, our AP department has to go back through the job, gather that information, and manually copy much of it into the invoice.

This creates a significant amount of unnecessary back-and-forth. We have to review the job, check POs and expenses, confirm labour and materials, verify the job information, and then re-enter or transfer everything into the invoice. Not only does this take a lot of time, but manually transferring information also creates more opportunity for something to be missed or entered incorrectly.

Ideally, I would love for the invoice to be automatically populated using everything that has already been entered and tracked within the job. This could include:

• Job/customer information and service address
• Purchase orders and PO details
• Materials used and associated costs
• Labour/time entries and hours
• Job expenses and other job costs
• Job descriptions, notes, and relevant work details
• Any other billable information already associated with that job

From there, we should be able to review and edit the invoice before sending it. That flexibility is important because not every company or even every job, is invoiced exactly the same way. We may want to change descriptions, combine certain items, remove internal information, adjust how labour or materials are displayed, or format the invoice differently depending on the customer.

The goal would be to have one continuous flow of information from Job Costing → Job Completion → Invoicing, rather than treating the invoice like a separate process that requires us to rebuild information Jobber already has.

This would save our office/AP team a substantial amount of administrative time, reduce duplicate data entry, minimize errors and missed costs, and make the entire process from completing a job to sending the final invoice much faster and more efficient.

I am torn between wanting to have document creation or to have a better integration with QuickBooks Online. The lack of integration with QBO makes the largest headache from a financial persepctive. Having information only push to a customer and not a jobe, phase, project, etc. incredibly limits our ability to automate financials.

Honestly it would be to change a job into a recurring job after it is created. Many times someone decides to add on our annual maintenance package and then I have to go in and create another job to ensure its a recurring job every 3-6 months. I also wish you could easily track people who are on these maintenance plans as this is a big deal to us and other home service companies.

Oooh good question - I initially thought it would be scheduling, but then realized that it would be HR related matters including employee management, hiring, and firing. The employee management and firing is a truly tough one for me especially with employees that have been with me for many years.

Since I’m a bit of a control freak and genuinely love what I do, there isn’t much I would want to hand off. What I would love, however, is a process or program that would help streamline my tasks and those of my associates. This would allow us to cover more territory, work more efficiently, and pivot quickly when customers request additional services while we’re onsite.

I have a phenomenal team, and we work extremely well together. With the right tools and processes in place, I believe we could be even more efficient and expand the level of service we’re able to provide.

It's one hour from the event, has anyone else not received the link to attend virtually?