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 !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?Virtual 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.
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
Tips to label 'Products & Services' and 'line items' so AI can identify
Can we get some tips please on best way to set up 'line items' or 'products & services' in QB to ensure Copilot and AI Receptionist can identify? I tried the question 'how many deep cleans in 2024 have we served' in Copilot and it said it 'couldn't use real-time date to answer the question.' We currently have our line items listed as follows for example: Cleaning Services - Residential - Deep Clean Cleaning Services - Residential - One-Time or Initial General House Clean Cleaning Services - Residential - General House Clean - Every 2 weeks Cleaning Services - Commercial - General Clean - Weekly Cleaning Services - Commercial - Deep Clean
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.com
