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 !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.
Automatically upload files and text to clients profiles?
Hello, I are curious if anyone has successfully found a way to automatically upload files / text notes onto a client's profile within internal notes on Jobber. Vision - voicemail audio files are uploaded to a clients profile inside of the internal notes section; by matching the phone number to an existing client within jobber. If the number cannot be matched to an existing client, the automation stops. At the time of writing this, Zapier + Jobber allow for notes / files to be uploaded to a request but not to a client profile.
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?Running a Tight Ship: How to Save Time and Cut Hassle
In our line of work, every minute counts. I’m always on the lookout for tools or processes that help run things more efficiently, whether it’s leveraging AI to do our estimates or better ways to communicate with the team. What have you found that really saves time and reduces headaches in your day-to-day operations? Share what’s working for you. What’s your go-to strategy for keeping operations smooth and efficient?
