Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !
Email Templates
It would be hugely beneficial if Jobber had the ability to create different email templates that could be selected when sending, quotes, invoices and emailing clients. Sometimes depending on the quote we need a different opening email when sending and currently have to delete the template message and write or copy and paste a different one. Seems like a basic function that our previous CRM had but would reduce admin massively and add huge benefit when sending communication to clients. We had around 3-4 template emails for quotes, invoices and generic and all we had to do on our previous CRM was select the template from a dropdown
GetJobber in Gmail
Getjobber currently does not have native Gmail integration. CRMs like HubSpot, Salesforce, and Zoho have proven the value of native Gmail integration My company is going forward and filling this gap for GetJobber. Customer Context Panel: Automatically pull the relevant info from the email and display new client form in the Gmail sidebar when viewing emails from new clients Customer Context Panel: Display GetJobber customer info in the Gmail sidebar when viewing client emails Job Creation: Create jobs directly from client emails with one click Email-to-Job Logging: Automatically record important emails to job history Scheduling: Add appointments to the Getjobber calendar from email conversations Please don't hesitate to contact me if you are interested in such a Gmail productivity tool Aswath aswath.satrasala@gmail.comVirtual 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.Quote Disclaimers - General Contracting
What kind of disclaimers, contract language do you include in every quote you send? We are a general contractor so the disclaimers can be vague-ish compared to a roofing company, etc. I just had a situation where I needed to add a dust control disclaimer. I asked ChatGPT for 5 disclaimers and it was super helpful but I'm curious what you always list on your quotes. For reference, this is what ChatGPT recommended: Here are five contract disclaimers for a general contracting business: Unforeseen Conditions: While we strive to accurately assess all project details during the planning phase, unforeseen conditions (such as hidden structural damage, hazardous materials, or utility conflicts) may arise during the project. These conditions could impact the scope, timeline, or cost of the project and will be addressed through a change order. Material Delays: [Your Company Name] is not responsible for delays caused by the unavailability of materials, supplier shortages, or other supply chain issues beyond our control. Any resulting delays may affect the project timeline, and adjustments will be communicated as promptly as possible. Owner-Provided Information: [Your Company Name] relies on the accuracy of information, plans, and documentation provided by the client or their representatives. Errors, omissions, or inaccuracies in this information may result in additional costs or delays, which are the responsibility of the client. Third-Party Contractors: In instances where the client employs third-party contractors or suppliers not under our direct control, [Your Company Name] assumes no liability for their performance, workmanship, or delays. Coordination with these third parties may impact the overall project schedule or quality. Environmental Factors: [Your Company Name] is not responsible for delays, damage, or additional costs caused by weather, natural disasters, or other environmental factors beyond our control. Any necessary adjustments to the project scope or timeline due to such events will be documented and discussed with the client. Each disclaimer ensures clarity in client expectations and protects your business from potential disputes.Irrigation Field & Billing Workflow help!
Hello! We just hired an irrigation tech to support our commercial and residential VIP Clients. We offer a free monthly wet-check as part of that service. The issue we're having is the workflow on billing. We typically don't send a quote if the repairs are less than $500, and this is where we're looking for a clearer workflow. We'd like to send a quote to cover ourselves so I'm looking for best practice or a better way to do our workflow. Here's the current workflow Tech conducts wetchecks and completes any minor repairs. Tech marks visit complete, needs invoicing is triggered. Account manager reviews notes, job form, and issues the invoice Client calls if they weren't expecting an invoice for repairs, claiming they thought the checkup was free. This is the problem more with VIP customers than with Commercial accounts. We offer a VIP Landscape service package that includes the wet check, but repairs are billed separately. Should the tech be creating a quote in the field and then completing the repairs? What if the client isn't home? To me, it makes more sense for them to do any simple repairs (nozzles, heads, etc) while they're onsite instead of emailing a quote, driving back to the shop, and then us scheduling the repairs for another day. HELP! How do you irrigation contractors do it or what am I missing?Building Trust Through Transparency
In my experience, being transparent with clients has helped build trust and long-term relationships. For example, I always make it a point to explain any potential delays or changes upfront. How do you ensure transparency in your communication with clients? What impact has this had on your business relationships?
