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!719Views5likes15CommentsIndustry virtual networking starting March 17
Update: Our 4-week networking pilot has wrapped. Thank you to everyone who joined! We brought pros together across industries for weekly 30-minute sessions focused on real business challenges, and the conversations delivered. There was strong participation, valuable idea-sharing, and great feedback from those who joined. 👉 The goal was simple: bring a challenge and get ideas from other pros, and that’s exactly what happened. We’re now taking what we learned and determining next steps, with plans to likely bring these back in the future. If you found these valuable, or are interested in joining future sessions, let us know in the comments and we’ll keep you posted on what’s next. Really appreciate everyone who took the time to be part of this!166Views4likes4CommentsIdeas 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, Me328Views4likes5CommentsRoll call! Meet & introduce yourself to other Service-based Skilled Trade pros
If you’ve ever thought, “How are other businesses like mine handling this?” you’re in the right place! This space is for Service-Based Skilled Trades pros to connect, compare notes, and talk shop with others who understand the day-to-day realities of running your type of business. 👋 Introduce Yourself Drop a comment and tell us: Your name Business name Industry Years in business Location (City/State/Province) Let us know if you’re joining us for LIVE networking on March 17 (more details below) The more context you share, the better connections you’ll make. 🙌 Pro tip: Search your city or state in the forum to easily find other pros in your area. 📅 Want to connect LIVE? We’re running a pilot to host virtual weekly LIVE Industry Networking starting on March 17, running until April 7. If you’d be interested in joining for the first or following sessions (don’t need to commit to all but you're welcome to join!), make sure to let us know in the comments. 🤝 Culture of this space Think of this forum board like a room full of peers who understand your world. Share what’s working. Ask real questions. Talk through challenges. The goal is to power your success and raise the standard of home service industries together. 💬 Looking for conversation starters? This space works best when conversations are industry-specific and experience-based. You might jump in with something like: “How are other [your industry] pros pricing this service right now?” “Is anyone else seeing this shift in their market?” “What’s been working for you when it comes to ____?” 🤔 Why are industries grouped together? We’ve intentionally clustered similar industries to keep conversations active and relevant. These groupings reflect shared business models, operational challenges, and pricing conversations so you can learn from peers who “get it,” even if they’re not in your exact trade. If your question applies to all home service businesses, feel free to post in our broader forum boards. Pro tip: Check out the industry tags to get even more specific Looking forward to seeing this space come to life. 🚀586Views3likes27CommentsWill AI replace jobs in home service and skilled trades?
I saw an article yesterday about all the tech jobs that are being replaced by AI and I thought about how hard that would be to know your position can be replaced by someTHING that can do it faster and cheaper than you can. Then I thought how happy I am that I decided a long time ago that I am going to work with my hands. Be handy. Solve real problems. I would be safe in saying that AI is never going to cut your lawn, remove your junk, exterminate your bed bugs, plumb in or wire your home. Am I going to regret saying this? Is AI reading thins and just started plotting to take all our jobs???185Views3likes4CommentsPLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.Solved323Views3likes8CommentsWhen is it time to hire an accountant?
I am wondering at what point some of you guys have hired an accountant? Did you hire one to grow? To maintain what you have? Or are you simply using one to file taxes at the end of the year? I am thinking about hiring an accountant to manage my finances for me and see where things go, but wondering when is the right time.126Views2likes2CommentsInventory 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.535Views2likes8Comments