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.
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!
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, DarrenHome Depot Pro Referral Integration ?
Good afternoon, I know a lot of contractors are listed for Home Depot Pro Referral - and I was wondering if Jobber has had the ability to directly integrate with them. Since using jobber, I have had my office manager transfer every contact over, one by one, because it didnt allow us to track stats/communication within home depots crm. So I was wondering what do you all use ? Or is it all manual for you too? If you want to check it out - here is the link Try Home Depot Pro
