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?
