How do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!
Ideas about note organization and ease of use
Hi all, been with Jobber awhile and this has always been an issue for us. We're an appliance repair company. Our office and techs use the note spaces for everything. This though makes that space noisy and important details get lost in the mix often. I had suggested many years ago a folder system that would allow the user to select which folder they wanted the notes to go into. This would have resolved all our issue but alas this has not happened. Ideally, I want to keep everything in jobber and not have to involve other programs. Has anyone had this issue and found a way to mitigate it? Thanks all, Me
Inventory Management
Hi Everyone, I run a small appliance repair company in Nova Scotia. Our current strain with using jobber is lack of inventory management. We keep essentially inventory in 2 different places, the technicians truck and in the shop. The shop is split into 2 sections. Customer parts that we receive in for specific jobs and just warehouse stock of parts we keep around. We have seriously been considering switching to a different program for lack of features that fit with jobber on this. If anyone has any recommendations that you have personally used I would love to hear about it. In my ideal world a technician would be able to add a line item and enter a part number and it would say "you have this in your truck" so he can select it and it will alert us that he is using it from his truck to reorder. This is a strain on our growing business and I am hoping there is a solution so we do not have to leave jobber. Thanks, Jacob.
Sales Marketing
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Jobber Bug - Invoice Reminders for Cancelled Jobs
I've been using Jobber for about 2 years, pretty happy with it overall. I'm a one-man company, doing in-home appliance repair. I've noticed some bugs. Right now I'm going back through old "action required" jobs. Mostly jobs that booked and later cancelled before the day of the appt. There are no charges on the job, zero line items shown, yet when I close the job it still creates an invoice reminder. I know I can delete the reminder, but it's a pain. Is there any reason why a job with $0 in charges shown should automatically create an invoice reminder when its closed? Thank you! -Jeff RyanLooking to collaborate with Junk removal, landscape or cleaning companies.
Hello Jobber world, I am a small Canadian owned and operated pest control company operating in Toronto, Ontario. I am putting this message out to try to get in touch with a small commercial cleaning, landscape and junk removal company to share some work. Also open to creative ideas also, pressure washing comapnies, HVAC, construction, lawn care...anything we can do as small business owners to share the work. My business model is a full service pest control company, and all three of these services are going to be offered to my customers due to the importance of each. I plan to do most of it myself at the beginning, but would like to have some other local Canadian owned small business owners to share work leads. I do not want to work with a large operation to outsource work because I am a huge believer in owner/operated businesses, hence why I (and likely yourself) started my own business I would love to hear from anyone reading this and you can email me anytime at pestfreecanada@gmail.comDo You Train Your Team to Think or Just Work?
Every Monday, we hold a short training session with our team. We train on communication. leadership. & mindset. The reason being most tradespeople aren’t struggling because they can’t do the work. They’re struggling because they were never taught how to: Speak with clarity Handle conflict Lead a crew Represent the business professionally These tend to be the issues I see bottling up, either from our exit interviews or customer feed back or when things are misunderstood. Thats why I'm curious: Do you train soft skills with your crew?
