Setting Up a Re-Occurring Job
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 Jobber7Views0likes0CommentsPersonal 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!55Views1like3CommentsCan I create a job with photos for an employee to check off that a certain issue has been resolved?
This is a bit of a longer question but I am curious if this could be done... If I go a house and take photos of 12 issues that need to be resolved, can I create a checklist or job form that shows each of those issues as a list? Then add that list to a team members schedule and have them check off that it has been completed? Even attach a photo of the completed work below the photo of the issue? It would also be great to be able to send that completed list or form to the customer to sign off on and collect payment. I would like to position myself to do more of the sales and inspections, then send a team member to the house to do the actual work sealing the home or solving the issue. I have been working out a few ways in my head to make this structure work and I really hope Jobber can help me do that. Does anyone else work in this way? Are there are recommendations on how people have made it work?48Views0likes3CommentsDouble check you have the right city when the autofill picks an address.
I like that Jobber has the autofill feature when filling out an address for a new client. Yesterday though, I didn't double check I had the right city, and had to drive 90mins out of my way, there and back when, funny enough I was 12 mins away from one call to the next. Make sure you all have the right city when you're picking an address from the drop down!15Views0likes0CommentsBusiness 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.496Views9likes15CommentsHave 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!152Views1like2CommentsClient email responses and communication histories
Does Jobber support email reply threading or auto logging of client email responses into communication histories? We primarily communicate with clients by sending emails or text messages through the platform. However, I've noticed that while outgoing messages are logged under each client's profile, their responses are not. Client replies are being sent to an external email address instead of being recorded in Jobber, which means I can't view the full conversation thread within the client's page. This makes it difficult to track communication history, especially when multiple team members are involved. Is there a way to have client responses logged or viewable directly within Jobber?SolvedPhone integration
I love that jobber has it's own phone number I just wish we had the ability to integrate with a business VOIP system so we can call clients from the Jobber app and it calls from our ringcentral business number instead of our cell phone numbers. Right now we have to type it directly into our ringcentral app which can be annoying trying to remember the number or switching between apps to get the number. I do not want customers having everyone's cell phone number. It would be amazing to click on the customers phone number and it asks which app or automatically uses the intergrated voip app.80Views1like1CommentHow to manage and optimize leads before they become paying customers?
I am looking to optimize leads, plan routes for the sales departments and optimize so staff is not zigzagging all over town. These are not visits as no jobs are created yet, these are leads. I want staff to hand out flyers, business cards, etc. Is there a way to manage and optimize routes from the client list, specifically for clients who have not converted from a lead to an actual yet? How are others managing this? My prospects are typically other businesses as we are a B2B operation.Go High Level Vs Chiirp
Hey Guys! Anyone have an opinion on these two programs vs each other? I feel like chiirp is kind of over priced and hard to use. I've been hearing good things about High level. Anyone have an opinion on it? Or even better, has anyone used both and have an opinion on the matter?118Views1like2Comments