Quickbooks vs Xero!
Which have you guys found is easier to sync with jobber? quickbooks, or Xero? I tried syncing my account with Quickbooks, but I had $40k worth of undistributed funds, and would have to go through about 1,000 invoices individually to fix. called Jobber, they said its was quickbooks fault, and quickbooks said it was jobbers fault. I hate that there isn't someone from both ends that will hop on a call with you! Will most likely switch to Xero, what's been your guys experience with them?
Non billable hour tracking in Jobber (time clock workarounds)
I use Jobber and am finding the Time Clock feature too limited for my needs. While I don’t plan on switching from Jobber any time soon, I wanted to reach out to the community to see what others have done in this situation. I can’t imagine I’m the only one facing this issue. My main concern is that the "General" time clock category hides too much information. Having only the options for clocking "Job Time" or "General" time leaves a lot of room for error, in my opinion. For example, when a team member has a slow day and completes various "overhead" or "non-billable" tasks, it all gets lumped under "General" time. For our company, these tasks include picking up chemicals from a supplier, fixing a headlight on a truck, delivering door hangers, etc. Relying on team members to make their own notes after the fact or expecting an admin to remember these details later feels unsustainable. If we see that a team member has clocked 5 hours on a job and 3 hours under "General" time, it could easily be mistaken for them simply forgetting to clock out for the day. My team is small, but I imagine this issue is even more pronounced in larger teams. Can anyone suggest workarounds or solutions they’ve found? Maybe I need to put more focus on verifying these manual adjustments, but that feels quite labor-intensive. Thanks!
Adding Company Address to Invoice
We started with a property management company handling all of their make-ready cleans. One of their requirements is that our company address is on the invoice. I have looked and can't seem to find where to do this. We currently have our office number, email, and website on there, but I do not see how to add the address.Building and Keeping a Team Engaged
Hi Everyone, I wanted to see how do you build your business? We are a mostly residential cleaning company in Calgary, Alberta, Canada. I say mostly residential because we also do some commercial cleaning but our main business is reoccuring cleaning. I have been plugging along for 15 years and it took me many tries to get the right people on the bus in my office. I find these people a blessing as I know with our size I would not be able to run it all on my own. Now we have our office admin (customer service, scheduling, social media, other tasks), supervisor (babysit the team, hiring - firing, performance management, quality assurance and feedback from clients) and part time sales rep (follow up on leads, networking). These people are solid and I wanted to ask how do you keep them engaged, invested and continously learning. What outside trainings worked for you team? What perks? Rewards? Thanks a million!
Reports for future jobs
Hello, I recently started managing my parents cleaning business. It is growing quick and appointments are getting a bit much. They dont use the jobber app as it is too much technology for them, they are older. So I assign jobs to an account and then simplify the data and print it out for them. I like reports where I can easily manage the data in excel however there isnt an option for future jobs. Day sheets are too crowed and I can't modify the information on them. I find myself having to do a lot of copy and paste. Any thoughts on how I can do this?Let's get specific! What are your top cleaning tools & pieces of equipment for commercial cleaning?
Hey guys, I wish I had a refined list of the best solutions, tools & equipment when I first started out. Lets get really specific and share what are your best tools, equipment & solutions for on the job, that saves you time, money and energy? 1.) High Dusting 2.) Low Dusting 3.) Disinfecting 4.) Scrubbing 5.) Hard Floor Cleaning 6.) Carpet Cleaning 7.) Wood Cleaning 8.) Window Washing 9.) Stainless Steel Cleaning 10.) Eco Friendly Solutions Bonus 11.) Must haves in the cleaning bag!Do you utilize battery-powered tools?
Handheld battery-powered tools have come a long way from their first iterations, especially over the past few years. I've started making the switch away from gas-powered equipment throughout the last few seasons for my business and have found the switch to be positive for my workflow and bottom line. This is a trend I believe will continue as batteries become more powerful and long-lasting. Are you utilizing any battery-powered equipment and, if so, do you have any favorites you'd like to share??Jobber Campaigns Tips and Tricks
I love the Campaigns feature. I build a newsletter with it every month and I only sent it to clients to haven't booked with us for over 4 years at first, then each month I drop the months since serviced section down to raise the number of past clients reached. I do this so I don't overwhelm the phone lines, and eventually I will just have all the clients get it each month. I also tag my unsubscribe clients so they will never get a newsletter in the future, since right now each month is a one off campaign. I can adjust the filters to keep them out of the loop. I wish there was a way to add a gif file though. I add Before and After pics that I edit together on Canva, which is doing the trick for now to get the point across. One more tip that I've been playing with for my newsletters is using Dall.e on Chat GPT to create a header image that will be specific to our industry. I'd love to hear any other tips and tricks!
