What's the FIRST thing you check in Jobber...
... when you log on in the morning!
Forum Discussion
29 Replies
since I have the Ai answering I have to check the tasks, calls, then schedule and make adjustments, sucks i cant check the calls on the app to be honest. and like everyone else gota check the money coming in
Yeah same!
Our schedule for the day and then the job details to see what equipment we need. We have the same crew every time but sometimes we don't need every piece of large equipment. We usually have our morning business meeting/job review in the morning over coffee each day. Makes for a nice start to the day, very organized.
Hello, I'm new to Jobber. I just trying to learn this CRM.
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.
