All your different leads should be coming to one place - Jobber haha but you can usually use zapier to automate that work flow. The other thing is your KPIs. There's a couple schools of thought on those - you should calculate them manually so you feel the pain of having to look at them. I don't like that at all because then I won't do it and run my business based off the fell. I love Jobbers KPI dashboard and you can pull reports to cover the other bases. Maybe AI can't do all of it but you can sure pull the jobber reports, throw it in Chat GPT then ask it for the KPI. Problem solved.
I completely agree with this, and this is how I generally do things
