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 !How do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!
Requests, 6 months in
Hey everyone, we've been on the Jobber train about 6 months now so I though it might be high time to share our requests for the platform thus far, as it relates to our business (Electrical services, primarily project work) Add a dedicated feature requests category to this forum. It would be great to have people upvote on the features they want to see most, also allows other users to see what common pain points there are. Timesheets Add ability to view time by job AND custom date range. For large jobs we need to pull monthly hours for billing. Would also like to see general hours vs project hours by month to generate a labour efficiency KPI. Add option to make time billable/non-billable, push directly into invoicing. Add vacation/time off/breaks Add overtime and Stat rules (currently I dump the raw CSV data into a google sheet and it figures out the overtime for me before I run payroll). Change Management Add ability to create an estimate within an approved job with an additional approval mechanism for the purposes of change orders. This is VERY clunky to manage right now. HousecallPro has a "sub-job" feature, where you can add additional jobs to a project with dependencies on the "core" job. Manual triggers for reminders I'd like to be able to rip through my overdue invoices and 1-button hit them with a reminder. I know some people don't need reminders, and some do, some I may have already spoken with on the phone. The automations and templates are built, just give me a button to trigger them manually right from the invoices page. Visits Ability to batch add "x" amount of visits to the job. Unscheduled is fine, I can drag and drop them from schedule view later. Ability to add visits directly from the schedule view, just like new job, new task, new event, etc. I want a "New Visit" and then I just choose the job from a dropdown. Ability to attach time required to visits instead of start/end time. Good for drag and drop. Payments I'm just about ready to turn this off. I need to hide payments completely from the client hub. I have "allow payments" turned off, but clients can still add a card on file, and thus I don't have an opportunity to stickhandle the additional fees. Other PRICEBOOKS: Multiple/categorized pricebooks, customizable permissions depending on role/department. TASK LISTS: Job or visit level task/checklists. We currently have to use companycam for this. We need the ability to walk the job with the production crew and create a daily/visit/job based checklist for the daily tasks. These are the main pain points for now in an otherwise wonderful tool. Jobber has really helped me offload some of the mental loading required to run multiple staff/crews. I'm intrigued by the upcoming Jobber Now event, as well as the earlier surveys that were sent out (relevant to many of my requests). Thanks!Will AI replace jobs in home service and skilled trades?
I saw an article yesterday about all the tech jobs that are being replaced by AI and I thought about how hard that would be to know your position can be replaced by someTHING that can do it faster and cheaper than you can. Then I thought how happy I am that I decided a long time ago that I am going to work with my hands. Be handy. Solve real problems. I would be safe in saying that AI is never going to cut your lawn, remove your junk, exterminate your bed bugs, plumb in or wire your home. Am I going to regret saying this? Is AI reading thins and just started plotting to take all our jobs???
Jobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.You down with PPE? Yeah, you know me!
Google AI explains it as "Personal Protective Equipment (PPE) refers to any clothing or equipment worn to minimize exposure to hazards in the workplace and protect the wearer's health and safety. PPE is considered the last line of defense when other controls cannot eliminate or reduce the hazard adequately." I've always viewed personal protective equipment (PPE) as my primary shield for staying safe and healthy on the job. With machinery that can spin at speeds up to 10,000 RPM, it’s essential to prioritize my protection. What about you? What PPE do you typically use in your work? For me, I rely on: Ear protection: Since most of our tools operate at high decibel levels, it’s crucial to safeguard my hearing. I personally prefer foam earplugs over earmuffs for comfort. Eye protection: When handling equipment like line trimmers, mowers, chainsaws, and blowers, debris can go flying everywhere. I want to ensure my eyes stay safe from any potential hazards. Safety boots: I opt for high-rise boots with steel or composite toes and plates to protect my feet. Long pants: These are important for shielding my legs from rocks and other materials that can become projectiles. Sun hat: Keeping my head and shoulders covered helps shield me from the sun's rays while I work. Remember, taking these precautions not only keeps us safe but also helps us enjoy our work without worry! One more important type of PPE—at least in my view—is knowledge! It’s really vital to have as many staff members trained in First Aid as possible.How do you measure crew productivity?
I know Jobber has the employee productivity report. It doesn't work great for a company that has a ton of recurring jobs with fixed billing. I'm curious how people are measuring their crew performance. There are so many ways to track it. Budgeted hours vs actual, revenue per hour worked, jobs completed, visits completed - the list goes on. Curious to know what works for you and your team. What metrics do you look at to gauge crew productivity?
We Need a Catalog to Build Estimates 📗
🥳🔥We need a catalog 📗! The items in the catalog help with building out an estimate. These items are the nuts and bolts of the products and services. Examples of catalog items are materials, permits, labor, subs, and anything else you need to complete a job. The ability to add images to the item would be a plus! Creating an Item in the Catalog; Item Name; Description for customer (can be toggled on to let customer see or turned off); Sku Number; Part Number; Quantity; Unit (Each, Feet, Gallon); Cost Code; Type; Unit Cost; Extended Cost (Calculated After you input the qty); Unit Price; Extended Price (Calculated after you input the qty with selected Markup or Margin); Markup; Margin; Taxable y/n; Internal Notes; Image of item 😮Currently, we build estimates outside of Jobber. Once we know the prices, we create the estimate in Jobber and send it to the customer. It would be nice to create an estimate in Jobber and, behind the scenes, see the prices, quantities, and markups of items we picked from the catalog to determine the estimated amount. Once the job is complete, adjusting the actual item's prices or quantities would be super cool to see how the final numbers compare to the estimated cost. Is there anyone else out there who would benefit from a catalog?
Stage/Progress Payments
Sorry if this question has been asked, i couldn't see anything when searching. We are a Electrical and Solar contractor and I'm trying to find the best way to do stage or progress payment invoices on a job. For example on Solar project we like to do a 10% deposit to cover admin, permitting etc. This is easy in jobber. After that we like to do a 50% of project invoice after equipment is delivered to site then a final 40% invoice on completion. I don't see a great way to do this and and pull of the project total. Any advice would be greatly appreciated. Thanks Sean
