Crew Insight | New KPI Dashboard in Jobber app marketplace
Hi All! I run a lawn care and gardening business and have struggled with getting all the KPIs I need from Jobber. I've had to spend many hours each month crunching numbers on spreadsheets that could have been spent growing my business. To solve this, I created a software platform that would pull in data from Jobber automatically and give me the numbers I need. Seems like KPI tracking is a common pain point amongst community members so I thought I’d create a post to start the conversation. What KPI’s are you obsessed with? What KPI’s feel hard to track? What metrics are you struggling to improve? If anyone is interested in the software, its called Crew Insight and we recently got it published to the Jobber marketplace so you can find it there or, at crew-insight.com.
📧Email & 💬Text Templates (Not just for Quotes and Invoices)
We send repetitive texts and or emails to customers. We would ❤️Love it if Jobber offered text and email templates for any message. Maybe we could also use these templates/canned messages when responding to messages. These messages range from reminders regarding payment to "what to expect" or "what we need from you" regarding their upcoming project. It would be 💥 fantastic if we could click on a template, edit it as needed, and then send off the message! The quote templates have been amazing to use; we hope this soon follows... Thank you for considering our requests ☺️ ==> If you would benefit from this feature PLEASE 🙏 Click that 👍"Like" Button <==
Thoughts with OpenPhone?
Hi! We currently using Ooma as our soft phone as it's integrated with Jobber. Unfortunately, only almost 2 months in and we're experiencing a lot of issues including missing voicemail and poor syncing of call logs. We recently notified about new softphone VOIP integration with Open Phone. Does anyone already using it? What's your experience so far? Your response is much appreciated!
Jobber needs an Audit Trail feature
Is there anything in the works for an audit trail to be released in Jobber? It would be extremely helpful to me to be able to see WHO created a job or invoice or who took payment, etc. It may seem trivial to many, but I spend too much time tracking down who created a job, etc. Many times the job/invoice, etc are duplicates or created incorrectly. I don't know who I need to educate on that if I don't know who created it. The current activity feed does not go back far enough. It seems that since Jobber knows who is signed in, it would be fairly easy to create a function that simply says 'this job was closed by **bleep**' or at the bottom of the invoice (like where the internal notes are) have listed whose account created it. Jobber also needs a Quote Decline option. This probably isn't the correct place to add these requests, but I have been requesting them through the chat for the last 2 years. I just thought I would add it here as well. Am I the only person that thinks this would be beneficial?
What are you using to capture field data?
Hi Everyone, I am a new Jobber user, the first at my company. I am trying to learn the system myself before onboarding my team. We are a custom home building company using Jobber to provide a premium home maintenance subscription to our former customers and their neighbours who might be interested. I am struggling a bit to figure out a solid way to record field data consistently. I know Jobber has the ability to create Job Forms, but I feel it might be a bit too simple for my needs. Currently, we need to be able to create a rather large Comprehensive Home Systems Inventory. This would include everything from capturing info on their electrical panels, HVAC systems (furnaces, boilers, HRVs), appliances, hydronics, to finishes like paint colors, tiles, flooring etc. The idea would be that we would store this information to be to create reports for our customers, and give our team the ability to reference and know what filters are needed for what units, when they were last serviced, where the FAQs or codes for various appliances could be found, etc. Right now, I am defaulting to just taking in paper copies, because we are very early on trying to prove this business, and I don't have a big budget. This catalogue would likely have hundreds of entries in it for each home. Just curious what people have been using to collect data like this in the field that is affordable and doesn't cost too much? Thanks!
Gmail, Outlook Add-on and GetJobber Integration proposal
Dear Community, I am in the process of identifying integration work for Jobber and I have identified my first. Let me know if the following proposal sounds valuable for your business. Do field service professionals spend significant time communicating with clients via email? Getjobber currently lacks native Gmail and Outlook integration, unlike other CRM competitors who are moving toward email integration CRMs like HubSpot, Salesforce, and Zoho have proven the value of Gmail integration Proposed Potential Features Customer Context Panel: Display Getjobber customer info in the Gmail sidebar when viewing client emails Job Creation: Create jobs directly from client emails with one click Email-to-Job Logging: Automatically record important emails to job history Scheduling: Add appointments to the Getjobber calendar from email conversations Business Value Time Savings: Field service businesses could save 5-10 hours weekly by eliminating context-switching Improved Response Time: Faster client communication with contextual information readily available Data Accuracy: Reduced manual data entry between email and Getjobber Customer Experience: More professional, coordinated communication with clients
Gift Card Workflow/Integration
Hey all, I want to offer Christmas Gift cards to my client list. Last minute? Yup! But there's a long cold season where we won't be doing much work staring at us. Anybody have a good system for offering/tracking gift cards within Jobber or with a solid integration? Best, Darren
