Are you driving around to every quote?
Hey guys, We do small average job size electrical jobs in the Vancouver Canada area. I got really sick of driving around to all of these quotes especially when you're getting a few tire kickers. So we've changed over to doing all of our quotes through video calls. There's a software I've been using for this it's basically Taylor made for this kind of application and it just works a lot better than FaceTime, WhatsApp, and zoom. It's called live switch contact and you can check out their site here : https://www.liveswitch.com/ Great company, updating constantly and really nice people working over there. Anyways the reason I'm posting this is that they now have a jobber integration. They've built this right into the client profile which makes using the service even easier. Here's a link to a video I recorded just explaining it a little bit. https://us02web.zoom.us/clips/share/A2F3MRZIQmc2WjNBZ1RVU0hSLVZKVWFGUU9nAQ If you have any questions about it or quoting remotely through video definitely reach out to me.
Software
We own a general contracting company which uses Jobber but we will be starting a separate electrical contractor company this year, the previous electrician we're bringing on used Joist for his CRM/Invoicing. His "price book" was all in his head since he owned the business and did all of the invoicing himself. We would like to create or set up a price book and use flat rate pricing. We did a demo with Housecall Pro and we liked the ability to integrate Profit Rhino as well as mark up/down as needed. It does not look like Jobber has this ability so we might not set up the new company with Jobber. I saw we can import a CSV file with our products but Housecall Pro seems to be able to update prices/costs automatically all within the system. What other software have you electrician companies used that provides this service? If you have used Housecall Pro, any downsides we should keep in mind? The CEO/owner of the GC company was sitting in on the demo for Housecall Pro and really liked the Pipeline feature, which Jobber also does not have. So we're thinking about switching both companies over to Housecall Pro. All back-end accounting will be handled by QuickBooks Online so mainly need to worry about CRM/invoicing and tracking job progression from lead to completed job.Electrical SOP's Built into Jobber Forms?
Hey guys, here is our "end of the day check list" we also have a few SOP's built into job forms. 1 for EV chargers and one for hot tub installs including common rules and inspection fails. What are you guys doing? Anything similar or something I haven't thought of?
