What are you using to capture field data?
Hi Everyone,
I am a new Jobber user, the first at my company. I am trying to learn the system myself before onboarding my team. We are a custom home building company using Jobber to provide a premium home maintenance subscription to our former customers and their neighbours who might be interested.
I am struggling a bit to figure out a solid way to record field data consistently. I know Jobber has the ability to create Job Forms, but I feel it might be a bit too simple for my needs.
Currently, we need to be able to create a rather large Comprehensive Home Systems Inventory. This would include everything from capturing info on their electrical panels, HVAC systems (furnaces, boilers, HRVs), appliances, hydronics, to finishes like paint colors, tiles, flooring etc.
The idea would be that we would store this information to be to create reports for our customers, and give our team the ability to reference and know what filters are needed for what units, when they were last serviced, where the FAQs or codes for various appliances could be found, etc.
Right now, I am defaulting to just taking in paper copies, because we are very early on trying to prove this business, and I don't have a big budget. This catalogue would likely have hundreds of entries in it for each home.
Just curious what people have been using to collect data like this in the field that is affordable and doesn't cost too much?
Thanks!