Forum Discussion

ryaantuttle's avatar
ryaantuttle
Jobber Ambassador
2 months ago

How Are You Building Your Systems & Processes?

I’ve been diving into ways to build better systems and processes lately, and I’m curious to learn from the community. Whether it's managing workflows, tracking progress, or using flowcharts, there are so many tools and methods out there to explore.

What are you using to stay organized, efficient, and productive?

  • Are you a fan of tools like Lucidchart, Trello, or Asana?
  • What’s the biggest challenge you’ve faced in building systems that actually work for you or your team?

Personally, I’ve been experimenting with Chatgpt and Lucidchart, but I’m always looking for fresh ideas to improve. Let’s share what’s working (or not!) and inspire each other to level up our workflows.

Looking forward to hearing about your tools, processes, and insights!

reporting & business insights
software
  • WiringByron's avatar
    WiringByron
    Contributor 5
    2 months ago

    I've been using Zapier Canvas. I like that it allows you to choose the app + the person that's responsible. I'm going through my client journey right now trying to squeeze a little more juice from the lemon.. 

  • judithvirag's avatar
    judithvirag
    Contributor 4
    2 months ago

    Training and documentation is the key a successful business.  For us (we are a residential cleaning company) it is imperative that we continously train and monitor our team to make sure they are doing their work properly.  We use Trainual where we have all of our training videos and we also do quizzes.  This way we can determine which questions the team struggles with.  In the office we use Jobber as a task manager for the admin team.  This way we see who is doing what.  We also have our SOP's in Trainual.  

    • ryaantuttle's avatar
      ryaantuttle
      Jobber Ambassador
      2 months ago

      Very cool! I've heard of Trainual and never looked into it, but I will now.

  • shawn's avatar
    shawn
    Contributor 2
    2 months ago

    Hi ryaantuttle ,

    Fantastic question! This should be a section in itself: systems and processes.

    Regarding flowcharts, I used to use Lucidchart but stumbled across Figjam for flowcharts and haven't turned back.  It's really simple to get started with their AI tool as well. You type a command like "flowchart for a sales process" and it gets you started.

    Here’s a screenshot of a flowchart I created for a client. It illustrates the workflow after a job is completed in Jobber. This flow listens to Jobber’s API and showcases how a custom app (built in Retool) integrates with Jobber to enhance its functionality.

     

    • ryaantuttle's avatar
      ryaantuttle
      Jobber Ambassador
      2 months ago

      Great work! I can't wait to check out Figjam. And, I agree with you.
      Systems & Processes should be an entire section here, since it's so important and crucial to EVERY type of business.

      • shawn's avatar
        shawn
        Contributor 2
        2 months ago

        Figjam is actually fun and easy to use. I've used it for brainstorming sessions as well where you can have multiple participants. It can take a zoom meeting to the next level.