How to back up job photos and files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but Iβm not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! Josh157Views0likes2CommentsJob Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied. If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank. Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit. And, the only place to view the Job Form status info is either directly in the form, or in Reports. Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense. This in no way is a Job form to me, its a Visit form. And that is NOT the same thing. All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance. In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months. We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking. Or, am I missing something? Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?Solved21Views0likes2CommentsRequest for Quote building using hidden subtotals
As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price. In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations. It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling. Example: Tile Backsplash Installation $2,575 (hidden below) Labor 12 $165 $1,980 Tile 1 $350 $350 Mastic 1 $30 $30 Grout 1 $30 $30 Misc 1 $20 $20 Does anyone else struggle with this or have an efficient workaround?14Views0likes1CommentJob Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.24Views0likes3CommentsWeather Widget ππ§οΈβοΈπ₯
Is it possible to integrate Jobber with a weather app? On the dashboard, we were thinking a 7-day forecast could be visible. Also, I thought a small temperature reading on the monthly calendar would be visible. We also thought the weather for the day could be captured and saved as an internal note for the job.Solved83Views3likes5CommentsHome Depot Pro Referral Integration ?
Good afternoon, I know a lot of contractors are listed for Home Depot Pro Referral - and I was wondering if Jobber has had the ability to directly integrate with them. Since using jobber, I have had my office manager transfer every contact over, one by one, because it didnt allow us to track stats/communication within home depots crm. So I was wondering what do you all use ? Or is it all manual for you too? If you want to check it out - here is the link Try Home Depot Pro26Views1like1CommentPLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.Solved72Views2likes8CommentsJobber Expert Needed
Looking for a Jobber expert or consultant to help me set up and manage Jobber for my construction company with 3 divisions (run like separate companies), integrate it with QuickBooks, migrate client info, manage it short-term, and train me. Any recommendations?57Views2likes6CommentsSuggestion: Quotes / Invoices Sub Items for Main Line Item
Hello Jobber Team, π οΈ Why We Use Sub-Items in Our Quotes & Invoices When it comes to handyman and construction work, no two jobs are exactly alike β and we believe your quote should reflect that. Thatβs why we organize our quotes and invoices with main line items and sub-items, and hereβs why that matters: β Customizable Work Scopes Sometimes a project includes optional jobs based on your preferences or budget. For example, your quote might include: β’ Job 1: Deck Repair ββ- Materials ββ- Labor β’ Job 2 (Optional): Flooring Install ββ- Materials ββ- Debris Disposal Fee ββ- Labor You can easily see what's included and choose what fits your needs. β Transparency You Can Trust No vague charges or confusing totals. Every part of the job is broken down so you can see exactly what you're getting β from screws and wood planks to disposal and labor. β Smoother Approvals & Communication Want to move forward with just one section of the job for now? No problem. Sub-items make it easy to discuss, approve, or remove parts without reworking the entire quote. β Budget-Friendly Flexibility This system lets us work with you on cost β you can prioritize essential work and schedule optional items for later, all while keeping track of the big picture. At the end of the day, we want your estimate to be as clear, flexible, and tailored as the work we provide. π§°π28Views0likes1CommentAnyone Tried Jobberβs New Get Noticed Score Tool?
Hey Jobber community! Jobber just rolled out a new free tool called https://tools.getjobber.com/score/GetNoticed to help analyze your online performance in seconds. It helps you: Find your Google Business Profile See how your business shows up online Get a personalized action plan to improve your visibility All you need to enter is your company name, zip/postal code, and industry, and it gives you instant insights. Has anyone here used it yet? Iβd love to know: Was it easy to use? Did you find the action plan helpful? Did anything surprise you about your online presence? Do you think it needs polishing? Drop your experiences or thoughts below!40Views4likes6Comments