Business Phone Number - Who's Should You Use and How Should You Use it?
When it comes to phone numbers, I treat the Jobber phone number as an “automation line,” not my primary business number. I use it for all the built-in Jobber automations—invoice/receipt texts, appointment reminders, “on my way” notifications, and anything else Jobber sends out automatically. It’s great for consistent system messaging and keeping those operational texts separate from my real day-to-day communication. The reason I don’t use the Jobber number as my main public-facing number (website, trucks, yard signs, etc.) is ownership and portability. The Jobber number can’t be ported out, so if you ever switch systems or change your setup, you don’t truly “own” that number long-term. I’ve made the mistake of putting a non-portable number on marketing before, and it’s a headache when you realize it can’t follow you. Instead, I recommend your primary business number be something you control and can port—either from a carrier, Google Voice (depending on your needs), or another platform where portability is confirmed. Then use tools like Chiirp (and I haven’t personally explored GoHighLevel/Hatch deeply, but they’re in the same category) for your primary communication + higher-level automation, because those platforms typically offer much more robust automation like out-of-office replies, drip campaigns, and automated texting workflows. So my personal setup philosophy is: Jobber number = system/operations messaging only; your “real” business number = portable, owned by you, and used everywhere customer-facing. Then if you need advanced automations like out-of-office replies, I’d build those in a dedicated communication/marketing platform that’s designed for it—not inside the Jobber number.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.
Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.
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?
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
Have you used OneStepGPS in Jobber?
Just got a demo of OneStepGPS. I'm looking for a fleet tracking system and integrating with Jobber sounds great. BUT They couldn't run a demo of it in Jobber, didn't have screenshots, really couldn't tell me anything about how it integrates beyond "you'll see everything in Jobber" Anybody have this, can you share how it works, maybe some screen shots? @JobberDevelopers One of the other programs I looked at is on the ball and wants to integrate with Jobber. Get your team talking to Fleet Complete!
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
