Anyone using automation to save time and money?
Hey everyone! I’ve been testing out some automation tools alongside Jobber to streamline my window cleaning business — things like auto-replies to leads, follow-ups for quotes, and syncing bookings with my calendar in real time. Curious if anyone else here is using automation to simplify their operations or boost client communication? I’m working on some AI-based workflows and would love to swap ideas or even show what I’ve been building if there’s interest. What tasks are you still doing manually that you wish could be automated?
KPI Dashboard
Does Jobber have anything in the works to show a KPI dashboard of short? Something that we can easily look at to see certain metrics important in our business. Some of these could include set goals such as booked jobs for the week, month. Some others could be close rates, total sales, etc. If not, what would be a good integration alternative?
GetJobber in Gmail
Getjobber currently does not have native Gmail integration. CRMs like HubSpot, Salesforce, and Zoho have proven the value of native Gmail integration My company is going forward and filling this gap for GetJobber. Customer Context Panel: Automatically pull the relevant info from the email and display new client form in the Gmail sidebar when viewing emails from new clients Customer Context Panel: Display GetJobber customer info in the Gmail sidebar when viewing client emails Job Creation: Create jobs directly from client emails with one click Email-to-Job Logging: Automatically record important emails to job history Scheduling: Add appointments to the Getjobber calendar from email conversations Please don't hesitate to contact me if you are interested in such a Gmail productivity tool Aswath aswath.satrasala@gmail.com
Data Importing
Will Jobber ever support importing data from older CRMs, like ServiceCEO, so we can transfer over the data we’ve collected for the past ten years and have all our information in one system? This would help streamline our operations and make it easier to transition without losing important historical data. It's hard to have data in multiple places and not have data on hand when needed makes minor tasks extremely time consuming and tedious? Please say yes 🙌Virtual assistant
Sorry if this is a repeat post. I did some searching on here and didn’t find what I’m asking. I keep hearing about virtual assistants used for service pros. I’m a 1 man show right now trying to delete and automate as much as possible to leave room for growth and expansion. I heard virtual assistants can help with a number of task. Does anyone have a company they refer or use? What has been the feed back?How has that helped utilizing a VA and Jobber together? Thank you !
Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.
