Forum Discussion

Will-Welborn's avatar
Will-Welborn
Contributor 2
7 months ago

What tools are anyone using for team communication?

The internal communication in Jobber is not robust enough for multiple team members, especially when we may be working on the same customer/job at different times. Features needed:
- ability to mention/tag other team members so they are notified of the comment or message
- keeps the communications "within Jobber" at least in knowing which customer the communication pertains to

Is there a 3rd party tool/plug in that anyone has found useful for this need?

Or even better, Jobber team, is there any plan to deploy this as part of a standard feature?

12 Replies

  • jade's avatar
    jade
    Jobber Support Team

    Hey Will, I am so glad that the community stepped in here and offered lots of alternatives for team communication! Jobber does not have any immediate plans to add this feature, but it is certainly something that our development team can explore in the future. We are always looking to improve! 

    I do like Janine's suggestion of using the 2-way SMS to communicate with teammates, but I understand that certain permissions would be required. 

    Thank you so much for your feedback. 

    • Will-Welborn's avatar
      Will-Welborn
      Contributor 2

      Love Jobber and don't plan on leaving BUT, it surprises me that this is not something in development. Every other CRM, Sales Pipeline system, etc... I have ever used has internal user communication as a standard feature. As our team grows, the ability to tag/communicate within Jobber on specific clients/quotes/jobs is going to become extremely cumbersome. 

    • ScottL's avatar
      ScottL
      Contributor 2

      Jade, what would be the best way to get this near the top of the development list?  Our operation in Jobber has 9 people, which means 36 unique person-to-person communication paths.  The way we use jobber to execute our jobs, has a bit of project management for scheduling not only evaluations and installations, but supply chain tasks as well for ordering, and for receiving, so that the actual job can be executed and completed on a particular day by a particular person(s), in a particular place. 

      Without a messaging client built in, this project management information gets lost ALL THE TIME.  Our team needs to be able to @mention others, and to follow/unfollow any particular client, request, quote, job, invoice.  If you are familiar with Lean processes, waste is categorized into 8 different types and remembered by an acronym DOWNTIME. Not having this messaging and follow/unfollow automation for updating team members, is causing N, M, and E wastes.  N: Non-use of talent - specialists that add value to the company and process, are wasting time going to look for information.  M: Motion that is unnecessary - in this context, the extra work to go look at a client/request/quote/job/invoice, is clicking that could be eliminated with automated following of any one of those items on any particular job.  E: Extra Processing - team members are having to use tools outside of the native Jobber environment to keep each other updated on project management items.  Both the M and E wastes are particular kinds of N waste.

  • Our company uses tasks and just assigns the follows ups with tasks and a note. 

  • I hope so because this is a critical collaboration tool and it's very common across all of our other apps we use (Company Cam, Openphone, Missive, etc.)

  • I have used slack before, but the real need is for team communication to be able to "connect" to the customer/job/estimate that the team is communicating about. Other CRM's have this as a common feature. Lover Jobber but don't know why this feature is not part of the software. 

  • I really like Slack or Whatsapp for third party.  They are free/low cost and app based.  I have used the two way texting tool in Jobber to communicate with employees as well, but that isn't really the intended use for it and only admin or those with high permissions can use it inside of Jobber. 

  • We also use Slack.  What I like with Slack is we have purchased Tacos and through this app we were able to set up our own reward system.  Also What's App. 

  • WhatsApp works best for us. You can copy and paste links from Jobber that follow through to the app (as long as everyone has access). 

    I haven't tried Slack before. 

  • Will, love that you’re experimenting with GenSpark for sales portals—AI is definitely the fix for Jobber’s communication gaps. We’ve actually built a layer that allows for those @mentions and internal notes you’re missing, but with a twist: it’s connected to a chat-based AI that has full context of your Jobber docs. Instead of just a text message, your field reps can ask: 'What’s the history on this quote?' and get an instant answer based on all previous internal notes and PDF brochures you’ve uploaded. Since you’re already building a rep portal, I’d love to show you how we’ve integrated this directly with Jobber’s API to make it seamless. It’s the 'internal communication' feature Jobber forgot to build.

  • ScottL's avatar
    ScottL
    Contributor 2

    I wonder if there are any programmers here that could answer a question regarding building a messaging client and follow/unfollow tool on top of Jobber.  Some facts as I understand them:

    1. Every unique client, request, quote, job, invoice, payment in Jobber has it's own unique URL
      1. I'm trying to train our team to copy/paste these URLs in their e-mails, Google chats, etc. to save time instead of typing out client names, job numbers, etc, for direct access to those URL.  Have not had any success yet.
    2. Jobber users DO NOT have a unique URL associated with their account, but do have a unique email address
    3. The Jobber Activity Feed IS somehow keeping track of every manipulation of some unique URL data object in a Jobber instance.  It's missing the URL links (seems like that could be a VERY easy enhancement for the Jobber developers.)

    Is it possible to use these three facts, for perhaps a Python or JS or other code to run outside of Jobber - and have three simple tools in it's UX/UI: 
    1. Follow this URL. 
    2 Unfollow this URL.
    3. @mention this URL to (with a list of a picklist of email addresses ). 

    The first two would amount to a filter, unfilter of the activity feed that notifies the interested or no longer interested party of the activity.  The third would integrate the first two into an email or google chat, with the details of the activity feed that are already in the feed.

    Anyone?

     

     

  • Brand's avatar
    Brand
    Contributor 4

    Connecteam. It was free when I started for first 10 users and handles clock ints too if necessary.