Lead Qualifying Workflow in Jobber

I appreciate Randy_Warner's explanation of integrating Jobber with a CRM. I spent months researching HubSpot and SalesForce as Zapier integrations with Jobber. It was rather cost prohibitive for a business under $2M in annual revenue to spend on a CRM. In addition, both wanted to replace Jobber with their own job management modules. Have you found a significantly less expensive way to integrate a CRM? 

My office uses a large white board with categories

-Leads-a new request through jobber or another point of contact

-in process-we have sent quote

-jobs to be scheduled-approved, once job is approved, all client info is in Jobber, if the lead doesnt move forward, I just archive the quote or request if we did not proceed to quote. 

We  have 2 office staff and the board is visible to each of us, we have at least one meeting weekly to review the board, who we have both spoke with and during this time, we reach out to the leads that may be waiting on something to confirm the decision, etc. Setting up this weekly meeting to review the new leads, quotes and any materials needed for scheduled jobs has saved us time and helping keep guess work out of remembering who we have spoke with and who we need to call back! I also use client notes on Jobber for any information the teams need to know prior to start of the job. Hope this idea may help and looking forward to any future new features from Jobber!

Great insights into request/lead management

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!

Wondering if you could adjust your process to eliminate a step. Perhaps you do a phone consultation in the request phase, and gave immediate interest and ask for an in person assessment. That’s where you’d schedule the request day and time.   Perhaps eliminate the waiting period all together. The goal essentially is to reduce the time between first interaction and invoice collection. I anticipate that this additional step delays your process in moving the client through their customer journey. Try to close the gap a bit. I hope this helps! 

Hello Darren and Julie, thank you for sharing your concerns about the current setup of the Request workflow. 

One thing that I would recommend is using the Request title as a status line or tag, the Request title will show on the Request tab in quick glance and can be arranged by alphabetical order. to do this, go to the request > edit > edit the request title. 

We appreciate the feedback and would like to know more about how we can improve here! Feel free to reach out to our Success Team for workflow ideas or to submit feedback.

Although we cannot say for certain what features are in development, we can ensure that your feedback is submitted to our Product Development team! 

Hello, I share a similar challenge managing the request list. 

I'd love to see some way to set a Request Status, ideally with a customizable list of stages. e.g. Contacted, Verbal pricing given, Call back next month, Qualified ...

Also, would like to assign the lead to a Salesperson. 

Are any of these things in development?

Sure, here's the workflow as it stands for permanent Christmas lights.

Sometimes customers spend time in the qualifying step. It may take several tries to make initial contact, to confirm what scope of work they are interested in. We provide an estimate, and they're not sure if the pricing is in their budget, or they want to get a spouse opinion before "wasting my time". 

Jobber has clear request statuses for New Requests, and once they confirm they want a quote we're all good. But I find it useful to be able to identify if we've made an effort to contact them, and if we've presented them with an estimate. If I could snap my finger and magic up a change to the Jobber workflow I'd introduce two request statuses: Contacted, and Estimated. 

Does that help describe my process?

Do you have a flowchart for this, so we can take further look? It's a little hard to decipher actually what the flow is here. Seems like you could be doing more qualifying in order to just book the visit, instead of waiting for the spouse to decide.