Lead Qualifying Workflow in Jobber
I may be hitting the edge of what Jobber can do in terms of it's sales CRM capabilities. BUT maybe someone has a good idea. For my higher ticket item: Permanent Christmas Lights I schedule a site vi...
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Hey DarrenSteele . I've seen this situation a lot actually. From my perspective the number one thing that could solve this is if Jobber expanded the ability to add Custom Fields to Requests.
My typical response to everyone is that Jobber is a FSM (Field Service Management) application first and a CRM (Customer Relationship Management) application second. There are simply some core CRM functions (lead management and pipeline management) that are not inherently simple in Jobber which is where layering in a true CRM to your business applications comes into play.
Luckily though you have some great options from an integration perspective to make this super simple and eliminate duplicate data entry. I took a few minutes to put together a flow that I've seen a number of Jobber users implement with great success. (The green boxes are things that can be automated.) I also walked you through it in the Loom video as well.
Video: https://www.loom.com/share/806758977f3245559e964d15d1d6ce46?sid=ab4cd401-f362-463b-954c-165cfdf43ff0
Hopefully this gives you some insight into what is possible and how it may fit into your business. Reach out with any questions!