Forum Discussion
At the moment I am using it in a very simple and basic way. I get a call or a lead, pop it in as a new client, schedule it then populate a job with the information. I like that I can add or change things on the fly if I find other entry points or other work that needs to be done. Even booking a follow up or changing the pricing is really easy. Once the job is complete, I can send off an invoice in like 4 seconds, and usually get paid in seconds after that! I like to spend 30-40 minutes on my computer in the morning when its quiet to get my day and next day sorted out. I don't really like doing too much on my phone so I take the time and prep myself at home.
I am a one-man-show so my situation may be different from yours but I find the work flow to be super easy from lead to getting paid.
Do you run a crew?
I have a small crew. Actually have an office person to handle a lot for me in the system. Wondering how you handle adding trap checks/follow up visits. We currently schedule the initial visit as a one and done, then create visits off of that for any trap checks or animal removals. Which gets tricky with billing. My office person has set up a workaround for that and she handles majority of the invoicing.
- PestFreeCanada13 days agoContributor 5
I find so much use in calling Jobber Support and explaining to them everything you want. They can make no charge follow ups, deposit invoices, non invoiced follow up visits. It takes some work up front but the work flow gets so much easier if you put in a little time. I would schedule a call with the support team, your office administrator and yourself to go over what you are looking to do and they CAN help. They are great.