Forum Discussion
This post is much appreciated! We're wrestling through our primary business number & how Jobber's number should play into that.
Currently, our customer-facing number is the Owner's personal number. The issue we're seeing as we grow is the Owner plays "middle man" and info can slip through the cracks. Simply, communication needs to be tied into our software somehow so that more than one person in the office is accountable for it (thinking toward scaling, bringing on foremen and sales managers). Thus, we've heavily considered making Jobber's number customer-facing. The non-portable nature of Jobber's number gives us hesitation, though.
Thank you for the communication platform recommendations! We'll be looking into it.
In this case, their number should be ported to a service like Quo (if you want the Jobber integration) and they should get a new personal number. When I started out, I made the decision on day 1 that the business and my personal contact info had to be separate.
I am still running a DIY solution that does not integrate into Jobber, but I am hoping that may change in the future (whether I hire a dev or contract out a dev idea).