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.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!The Importance of Proper Planning in New Construction and Home Improvement Projects
Embarking on a new construction or home improvement project can be an exciting venture, but without proper planning, it can quickly become a costly and time-consuming ordeal. One of the most critical aspects of this planning involves understanding the timelines and requirements associated with land surveying and permit acquisition. Plan Ahead to Avoid Delays In the land surveying industry, turnaround times for documents can vary significantly depending on the time of year and current demand. It is essential to plan ahead and allow for a lead time of anywhere from 4 to 8 weeks for surveying and the creation of permit or plot plans. This time frame ensures that all necessary details are accurately captured and processed. Understand the Approval Process For projects that require recorded maps, such as those needing county approval and recording, the process can take even longer. Typically, this approval and recording can take a minimum of 2 to 3 months. Being aware of these timelines can help you plan your project more effectively and avoid unexpected delays. Get Accurate Quotes and Timelines When seeking quotes for land surveying services, it is crucial to obtain detailed turnaround times and to ask when the final documents will be ready for delivery. Some surveyors may promise quick fieldwork, but the actual mapping and documentation might take significantly longer. Ensure you are comparing apples to apples when evaluating quotes from different providers. This means understanding not just the cost, but also the scope of work and the time required to complete all necessary tasks. By properly planning your new construction or home improvement project, you can avoid unnecessary costs and wasted time. Being aware of the various stages and timelines involved in land surveying and permit acquisition allows you to make informed decisions and keep your project on track. Remember, the key to a successful project is not just in starting strong but also in ensuring every step is meticulously planned and executed. Feel free to reach out if you have any questions about the land surveying process.
Looking for any Invisible Fence Dealers
Hi, I am an independent dealer for Invisible Fence Brand products and I am looking to form a community of other IF dealers that use Jobber. I would like to bounce ideas and practices off each other to help streamline the use of Jobber. Maybe I am using Jobber in different ways than you and vise-versa? Please reach out if you are out here. Thanks! Doug Hermann
