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.6.3KViews1like6CommentsVirtual 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 !2.2KViews4likes14CommentsChatGPT with Jobber
Anyone doing anything cool with this ? I'm thinking it could be used for estimating... any other neat things people are doing. Right now all I'm doing is putting some invoices from the wholesaler in chatgpt and asking it to remove the pricing and put it in a point form list for me which it's doing great. I'll also take the notes from the guys in the field and get chat gpt to make it into a nice professional point form list as well. One other thing I've done is take a CSV file report from jobber and put it into chatgpt and get it to analyze the data. Thanks !1.6KViews10likes20CommentsBest 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.1.1KViews5likes14CommentsI want to integrate Jobber with ____________?
Hey everyone! What have you wanted to integrate Jobber with but gotten stuck on? What application in the App Marketplace seems over your head but you would love to make it work? Drop a comment starting with "I want to integrate Jobber with ...." OR "I want to integrate ______ with Jobber" and finish the sentence. I'll answer ever question with a detailed flowchart, templates and videos where necessary. Let's help everyone save time with integrations and automations!808Views1like21Comments🌟 Ask An Expert: Practical Uses for AI with Bob Evans 🌟
AI is a buzzword, but how are other business owners actually using it day-to-day? From Oct 9 - 15, Bob Evans will be answering all your AI questions, sharing practical ways to use AI from automating tasks to boosting customer satisfaction. Don't miss out—drop your questions below and tune in for the answers! Who's Bob? 🤔 Bob is a Principal Product Manager at Jobber specializing in AI and Automations. If you missed his appearance at our Jobber Blueprint: Live event "Multiply Your Time: Practical, Day-to-Day Uses for AI" check out upcoming events here: jobber.com/events.705Views3likes6CommentsNew Google Search Features: Online Estimates Filter and “Have AI Check Prices” — what does this mean for service pros?
Google has recently started rolling out new pricing-related features in local home service search, and they could impact how service businesses get discovered. Two early changes we’re seeing: “Online estimates” filter Google is beginning to surface an Online estimates filter in some home service searches. Early signs suggest businesses that provide clear, machine-readable pricing or instant estimates may be favored over generic contact forms. “Have AI check prices” or “Ask AI for Pricing” feature Google is also testing an AI feature that gathers pricing on a homeowner’s behalf by using AI to call businesses and collect price quotes. https://www.youtube.com/watch?v=illIa8LSfY0 These features are still new and evolving, but they raise big questions about pricing transparency, estimates, and local search visibility. We’re curious: Have you noticed either of these features in your area yet? Do you currently show pricing or estimate ranges online? Do changes like this make you rethink how you approach pricing and Google visibility? Would love to hear what service pros are seeing so far 👇600Views0likes14CommentsWhat are your biggest questions you have about using AI in your business?
AI is changing the way home service businesses operate—from automating customer responses to streamlining admin work. But with all the hype, it can be hard to know where to start or what actually works. Let’s swap ideas, concerns, and tips in the thread!504Views4likes15Comments