What's the FIRST thing you check in Jobber...
... when you log on in the morning!
Forum Discussion
If I have any new requests for service, then convert any approved quotes, then check the schedule to see if everything and everyone are all set up for the day, then I check on any outstanding invoices and charge them to their credit card if possible. Then I go to action required jobs and see whats up with them.
Schedule for us, we like to know how our day will be, and if we're missing any supplies needed for the job before heading there.
1st thing I do is see what work that needs to be done and then what money is coming in by credit card
No consistent routine but typically one of:
- Previous day / week timesheets
- Requests
- Jobs - ensuring my employees are assigned to the correct jobs.
- Approved quotes
As Accounts receivable, the first thing I check is the aged receivables report, to see who needs additional follow up for payment that day.
