Forum Discussion

WiringByron's avatar
WiringByron
Contributor 4
2 months ago

ChatGPT with Jobber

Anyone doing anything cool with this ? 

I'm thinking it could be used for estimating... any other neat things people are doing. 

Right now all I'm doing is putting some invoices from the wholesaler in chatgpt and asking it to remove the pricing and put it in a point form list for me which it's doing great. 

I'll also take the notes from the guys in the field and get chat gpt to make it into a nice professional point form list as well. 

One other thing I've done is take a CSV file report from jobber and put it into chatgpt and get it to analyze the data. 

Thanks ! 

  • ryaantuttle's avatar
    ryaantuttle
    Jobber Ambassador

    YESSSS! We've built out our own custom Chatgpt estimator which allows us to price projects and send out exact scopes of work within minutes. Up until now, this was the ONLY part of the business I could not have someone else do. Now the sky's the limit!

    • WiringByron's avatar
      WiringByron
      Contributor 4

      Could you tell us more about this or point us in the right direction to a youtube vid or something like that? I would love to learn more about this. 

    • Conrad's avatar
      Conrad
      Contributor 3

      When you say "built" a custom ChatGPT estimator, what does that mean exactly? Is that still a prompt based format that you basically setup and run as a standalone "chat"? Or does the paid version give extra options/functionality? Are you using the free or paid version? (Very much an AI novice here, have used the free version of ChatGPT a little bit.)

    • julie's avatar
      julie
      Jobber Community Team

      Wow, how neat! Automating the estimating process must be a huge time-saver, especially for such a critical part of the business. Are there other areas you’re thinking of applying ChatGPT to now that you’ve unlocked this potential?

  • I am self-taught with AI. I have an Appliance Repair company now, but I used to work in a field that utilized a ton of automation, so it has always fascinated me. I am always looking at ways to integrate automation into my daily routines. ChatGPT was a natural progression in my business. I have been playing with ChatGPT for a couple of years now. 

    Being able to upload documents and pictures has been a game changer. There are also several AI models that are specialized for appliance repair. I can upload a 100 page tech manual for a machine and then ask ChatGPT questions and it is basically like having a conversation with the engineer of the unit.

    • julie's avatar
      julie
      Jobber Community Team

      wonderful. thanks so much for sharing!

  • I use the paid version of ChatGPT. I have created my own custom CSR where I uploaded my business details. Name, address, etc. and the different staffing roles. I uploaded my policy and procedure manual, my safety manual, and a plethora of SOP's. I told it how I do my billing based on location for travel costs etc. 

    I also gave it a personality that is friendly and understanding, but firm and fair. I use it to quote jobs, generate replies to emails, write up liability waivers and contracts. Make offers to purchase etc.

    Basically, anything that you would want to run by the hive mind.

    • julie's avatar
      julie
      Jobber Community Team

      🤯 Paid version, that’s next-level!  I love how you've customized ChatGPT to fit your business so seamlessly. Giving it a personality and loading it with your SOPs and manuals is genius! 

      Were you self-taught on how to get utilize ChatGPT or was there a youtube video, course, etc. to help get you started?

  • seanroz's avatar
    seanroz
    Contributor 3

    I'm curious to learn more about the note summerizing you mentioned. How did you go about connecting internal notes within Jobber to Chat GPT -- does Chat GPT automatically update notes for you?

    I've found connecting Chat GPT and Jobber can be a hassle aside from manually uploading CSV files and asking questions about the data.

    • WiringByron's avatar
      WiringByron
      Contributor 4

      Oh nothing special I'm just copy and pasting between the two. I have a dedicated ChatGPT / Electrical chat going in chatgpt so in that chat it already knows how I like things and what my company is all about. 

  • Erica_Krupin's avatar
    Erica_Krupin
    Jobber Ambassador

    ChatCPT is part of my tech stack now. I upgraded to the paid version last month and it's been helping me re work my company handbook.