Quo & Jobber and some other question...
I would like to speak with someone who is using both Quo and Jobber. I am coming back to Jobber from Housecall Pro and wanted to confirm a few things, I'd love if I can have an actual conversation with a pro using the system daily. Quo related questions: In my current system I am able to both text and call from the same number. It seems that I won't be able to do that with Jobber, but I am thinking that the number Jobber provides for texting I will use just for "system generated messages and marketing" and our Quo number for calling customers and texting them to discuss proposals, etc. Is anyone doing anything similar? Do calls and texts from Quo show up on Jobber? Other system questions in case someone is able to assist: We service generators and it's important for us to track service agreements as well as equipment details. How are these being handled in housecall? Most of our jobs are multi day installs with inspections and work thrown in between. Is that easy to handle in Jobber? How is the price book? Am I able to categorize items by brand or any other method? What is everyone's opinion on websites created within Jobber? Thanks!!
Section for Vendors or Subs
Please help develop a functions to add 3rd party vendors/subs that may be used as needed or 1-time. The primary point would be contact and database of vendors with info and docs needed for our team to access if needed as well as would be nice for them to have scheduling, invoicing with pics and job tracking capabilities.Tutorial: How to Set Up Re-Occurring Jobs in Jobber
Hey Guys It took me a while to set up a reoccurring job correctly - so I made a video on how you do it! From the quote to how you set the job up so they get billed automatically. Here is the loom video going over the process. How to Set Up Recurring Jobs in Jobber
Personal Phone Number Vs. Business Phone Number?
As I continue growing my cleaning business, I’ve been thinking more about whether it’s better to use my personal phone number or set up a separate business line. Right now, I handle most communication directly, which makes things simple—but I’m starting to see how it can blur boundaries between work and personal life, especially with calls and messages coming in at all hours. I’m curious how others have handled this as they’ve grown. Do you use your personal number for your business, or did you switch to a dedicated business line? If you made the switch, at what point did it feel necessary? Have you noticed a difference in professionalism or client trust with a business number? What systems or apps do you recommend for managing calls, texts, and voicemails efficiently? How do you set boundaries with clients regarding response times or after-hours communication? For those managing a team, how do you handle incoming calls—do you delegate or keep it centralized? I want to make sure I’m building systems that will grow with my business while still staying responsive and professional. Would love to hear what’s worked (and what hasn’t) for you!
