Forum Discussion

ryaantuttle's avatar
ryaantuttle
Jobber Ambassador
3 months ago

Running a Tight Ship: How to Save Time and Cut Hassle

In our line of work, every minute counts. I’m always on the lookout for tools or processes that help run things more efficiently, whether it’s leveraging AI to do our estimates or better ways to communicate with the team. What have you found that really saves time and reduces headaches in your day-to-day operations?

Share what’s working for you. What’s your go-to strategy for keeping operations smooth and efficient?

  • Can you tell us a little bit more of what you do? I would love to do more of this as well. I think all of the updates and added services in jobber are making this more and more possible. 

  • Om85's avatar
    Om85
    Contributor 2

    If you're looking to streamline expense management and simplify receipt tracking, I highly recommend checking out Clyr in the Jobber App Marketplace. It's an automated platform that connects to your existing accounts and cards, has auto receipt capture and coding to Jobber jobs (as well as push that transaction back into Jobber's job page). 

  • Could you point me in the right direction of how you leverage AI to do your estimating? 

    For us it's automations, any system that I do over and over again I try to automate it so it just runs without human interaction.