Scheduling, estimating, CRM, inventory—what’s made the biggest difference?
I have been using jobber more which has definitely helped the flow of things. It is hard to sometimes get into the habit of scheduling everything via jobber because we still love to use a paper calendar and write.
Our most efficient thing is both Jobber and an Administrator (me)! We joined the company about the same time, and together we have worked by putting processes in place - job forms has made this even better and easier. Until I came onboard, the Director was on the tools, quoting, scheduling and doing everything in between missing some of the more important jobs that keep the company running and expanding. Early morning, late nights and a partner who only saw him working. He is a grafter!
Jobber and myself came on board, (I have experience running smaller companies admin) we streamlined a lot of processes, took some of the pressure away from him, became the voice behind all calls. We started expanding, we now have a manager to help with the teams and quoting, I am still at the admin helm. Our Director is now gaining more business and building a better and bigger company. Us 3 all have the same vision, to take the company to greater things. We all work well together and we have great teams of guys on the tools. It has all come together and now our Directors partner does get to spend time with him....and he has taken a few holidays! Onwards and Upwards for our great company.
What kind of company do you run and what are some systems and processes you put in place?
Good Morning
We are a Tree services company in the UK. The systems and processes we have include adding forms to jobs for site specific risk assessments, wildlife statements, accidents, incidents and near miss forms. So everything can be reported on the job. Not wait for the guys to get back to the office to report - where they may have forgotten a small detail. We also have forms on vehicle checks, set up as a job daily and weekly jobs for Loler and Puwer checks.
On Jobber we have, in notes, notes for the surveyor for when he quotes so he can add important info for the office and then we have a second note for details for the teams. The surveyor notes only go to quote stage but the team notes are all the way through.
We also use WhatsApp to message either a group chat or one to one for things like holiday requests, details of training, schedule (in case Jobber did go down!)
All policies and HR are run from the office, including yearly forms for HAVS, hearing, medical and driver checks.
The office is the one who calls customers, books site meetings and is basically the voice behind the company. We find many people prefer talking to a human rather than a machine.
This is only some of the processes we have put in place. Basically, I do everything office based, while the teams earn the money! I enjoy the variety and working for a small company means we are one big family team.
I hope this helps you all. Please message me if you have further questions.
Automations!
Implementing a post-clean + rebooking system.
Every job triggers:
It turned one-time jobs into recurring clients and tightened our schedule at the same time.
Simple, but it boosted both efficiency and retention.
