Forum Discussion

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

8 Replies

  • CMSRepairs's avatar
    CMSRepairs
    Contributor 2
    1 month ago

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

  • jade's avatar
    jade
    Jobber Support Team
    2 months ago

    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
      2 months ago

      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. 

  • RichardM's avatar
    RichardM
    Contributor 4
    2 months ago

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

    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. 

  • judithvirag's avatar
    judithvirag
    Builder 1
    2 months ago

    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. 

  • AdamSylvester's avatar
    AdamSylvester
    Contributor 3
    2 months ago

    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.)

  • Janine-Chambers's avatar
    Janine-Chambers
    Contributor 2
    2 months ago

    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.