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.
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?
Spreadsheets
I am the VP of Operations for a high-volume surveying company in Texas. We started using Jobber about 10 ago years when we really started to grow and needed a place to schedule and store all of our data. Over the last couple years, we have started experiencing issues with keeping track of deadlines. We have multiple different spreadsheets via google docs where we track timelines. We will use jobber to create a task and once the surveying task is completed, we then create a new task under the same job for a survey drawing to be completed. However, jobber is not great about being able to sort via due dates, so we end up adding this information to different spreadsheets. Those spreadsheets then get additional specific information added to them. I have 5 full time admins now and need to simplify this process so we can be more productive and eliminate the user errors. We do about 3,000 jobs a year through Jobber and then there will be at least 4-6 different tasks created for each job. Does anyone else push this much through jobber each year and if so how do you track your jobs deadlines. I know there are add-on apps that can help with this, so do yall use any of those apps. I am not a IT guy so need all the help i can get here.
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 🙌
