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.
As Accounts receivable, the first thing I check is the aged receivables report, to see who needs additional follow up for payment that day.
No consistent routine but typically one of:
- Previous day / week timesheets
- Requests
- Jobs - ensuring my employees are assigned to the correct jobs.
- Approved quotes
1st thing I do is see what work that needs to be done and then what money is coming in by credit card
Activity feed, then Schedule and then personal favorite "On the way to your bank" :)
This sounds like a good flow.
How much money I can transfer to Instant Payouts!
How long does the instant pay out take?
It only takes a few hours to see it pending in my account.
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.
Anticipated revenue to make sure our technicians are booked for enough jobs and we're setup for success to hit our revenue goals.
That is a good one and also one of my favorite features 💯
Definitely the calendar - first the month view then the map
I do find the map view easier on my eyes.
I always look at the daily schedule in Map view to make sure routing looks good for the day.
definitely, gotta make sure your day is set up for success 🙌
