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.Curious ... do most teams back up job 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 I’m 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! Josh
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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
