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!How Zapier and Jobber Integrations Can Make Your Life Easier
Saving time and cutting down on mistakes is key in our business. I’ve been using Zapier to connect Jobber with tools like Google Sheets, Jotform, and WordPress. This setup has automated a lot of the repetitive tasks and keeps everything running smoothly. Let’s compare notes on the tools and workflows that are making our jobs easier. What about you? How are you using Zapier or other integrations with Jobber to streamline your business? What automations have made the biggest difference for you?
Managing Fill in Jobs
Hi Community! One challenge we face is keeping track of fill in jobs or jobs that need a follow up visit but dont know exactly when it will happen. Having one central location or a way to keep track of all of these for easy reference would be key. We try to use the job status' as much as possible but turns out this does not always work. The work around we have done is creating a new customer named "Fill In" then created a new job titled "Fill In Jobs List". Now techs or **bleep** can add a new line item with scope of work, estimated duration and job number. Each new line item represents a separate fill in job. This puts all our fill ins in one location and we can reference it then direct to the job number in Jobber for scheduling. This works but don't feel its scalable. Curious what others have been doing for this! Thanks, Carson
