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 !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.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?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.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?
