Keeping the quality. Right now with the growth this is our biggest struggle. From booking to the actual work to make sure all the notes/information is in the job and it actually gets done.
That’s a big one as teams grow. Making sure the right notes and details actually make it from booking to the job can get tricky fast. Are you using anything right now to help keep that organized for your team?
One thing we use is a Jobber integration called LiveSwitch. It's video with AI built in. I do a virtual walkthrough with the client or an on site walkthrough with the client. That video is shared with the estimator / client / crew so that we are all on the same page. Also from the video the AI which can make you check lists / scope of work straight from the video. Check it out.
Yes we use the notes section and we have developed the following system:
The biggest challenge is not everyone is reading the notes - they get complecent.
Judith, are you using Job forms heavily for quality control? / Maybe tied into a quarterly bonus plan with GSR meetings?
