Forum Discussion
Great question, I went flying by the seat of my pants for a little over 7 years before it got too big for me to handle and I had to systemize things. Jobber is a great place to start. Systemizing your work flow, client interactions, it's all good. Jobber has many different API extensions that you can add (like mailchimp for example). What type of business do you have, and what kind of systems do you need?
Employee training procedures? Company policy? We are clin the middle of creating a Welcome Package for clients that goes through what to expect when dealing with us, what we expect from them (cleaning uo after your pooch, so we can mow your lawn and maintain the garden professionally.
We do residential and commercial pressure washing. We need systems and protocols for how the office is ran, financials, etc. We have a couple of crews and they are great in the field. Its more so the office that needs the systems. We hired an assistant in the office and its hard to delegate what to do when I don't have the systems for them to follow. I just kind of do things as they need to be done right now.
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