How to back up job photos and files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but Iโm not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! Josh150Views0likes2CommentsJobber AI Quote... linked to ChatGPT?
Hi all, Recently I started using ChatGPT for help quoting irrigation installs. I was pretty blown away by how much it simplified the process, particularly sourcing parts prices - this usually takes me so long. Then it can format it into a spreadsheet so you can double check the workings. Well I'm just working on a new turf install quote and thought I'd use the AI Quote feature... it misunderstood the request and created the quote as an irrigation install, not a turf install. But that's not the weird bit... it pulled all the irrigation info from ChatGPT! Well, I'm assuming it did - because the text looks the same as what ChatGPT gave me recently. What's happening here? I'm not upset or anything, just trying to understand what happened because this has spun me out!10Views0likes1CommentWeather Widget ๐๐ง๏ธโ๏ธ๐ฅ
Is it possible to integrate Jobber with a weather app? On the dashboard, we were thinking a 7-day forecast could be visible. Also, I thought a small temperature reading on the monthly calendar would be visible. We also thought the weather for the day could be captured and saved as an internal note for the job.Solved77Views3likes5CommentsPLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.Solved60Views2likes8CommentsSuggestion: Quotes / Invoices Sub Items for Main Line Item
Hello Jobber Team, ๐ ๏ธ Why We Use Sub-Items in Our Quotes & Invoices When it comes to handyman and construction work, no two jobs are exactly alike โ and we believe your quote should reflect that. Thatโs why we organize our quotes and invoices with main line items and sub-items, and hereโs why that matters: โ Customizable Work Scopes Sometimes a project includes optional jobs based on your preferences or budget. For example, your quote might include: โข Job 1: Deck Repair โโ- Materials โโ- Labor โข Job 2 (Optional): Flooring Install โโ- Materials โโ- Debris Disposal Fee โโ- Labor You can easily see what's included and choose what fits your needs. โ Transparency You Can Trust No vague charges or confusing totals. Every part of the job is broken down so you can see exactly what you're getting โ from screws and wood planks to disposal and labor. โ Smoother Approvals & Communication Want to move forward with just one section of the job for now? No problem. Sub-items make it easy to discuss, approve, or remove parts without reworking the entire quote. โ Budget-Friendly Flexibility This system lets us work with you on cost โ you can prioritize essential work and schedule optional items for later, all while keeping track of the big picture. At the end of the day, we want your estimate to be as clear, flexible, and tailored as the work we provide. ๐งฐ๐25Views0likes1Comment๐Fleet Sharp and Schedule (alpha) Split Screen
Hello, Our Fleet Sharp trackers do Not populate on the schedule (Alpha) split screen. We heard about Force Fleet at the spring feature announcement, and we have seen screenshots of Force Fleet trackers visible on the schedule split screen. We are wondering (hoping ๐) if Jobber will update the split screen to show both Force Fleet AND Fleet Sharp trackers. We are wondering if anyone has heard or knows info regarding this topic. Thank you32Views1like2CommentsWe Need a Catalog to Build Estimates ๐
๐ฅณ๐ฅWe need a catalog ๐! The items in the catalog help with building out an estimate. These items are the nuts and bolts of the products and services. Examples of catalog items are materials, permits, labor, subs, and anything else you need to complete a job. The ability to add images to the item would be a plus! Creating an Item in the Catalog; Item Name; Description for customer (can be toggled on to let customer see or turned off); Sku Number; Part Number; Quantity; Unit (Each, Feet, Gallon); Cost Code; Type; Unit Cost; Extended Cost (Calculated After you input the qty); Unit Price; Extended Price (Calculated after you input the qty with selected Markup or Margin); Markup; Margin; Taxable y/n; Internal Notes; Image of item ๐ฎCurrently, we build estimates outside of Jobber. Once we know the prices, we create the estimate in Jobber and send it to the customer. It would be nice to create an estimate in Jobber and, behind the scenes, see the prices, quantities, and markups of items we picked from the catalog to determine the estimated amount. Once the job is complete, adjusting the actual item's prices or quantities would be super cool to see how the final numbers compare to the estimated cost. Is there anyone else out there who would benefit from a catalog?129Views3likes5CommentsHow do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!411Views5likes15CommentsLANDSCAPERS: Let's unite on best practices...
Calling all landscape home service companies! We are a full-service landscaping company doing everything from irrigation, fertilizer and lawn maintenance programs to large projects. We've used Jobber for about 6 years and 'figure it out' as we go but tend to have to do a lot of manual work and workarounds. Wondering how others in the biz are best using Jobber and what kind of administrative help you employ to help manage it. For us... we have 3-4 people dedicated in the office at all times. We have 2 people dedicated to scheduling services and customer service for existing clients. We have another dedicated to billing daily, and another for administrative support to strictly field new requests and ensure people are being responded to. We use Trello to help manage all the tasks and customer status. It's a lot to manage. There's a lot of room for error. Setting up jobs is very manual. Scheduling can be pretty manual despite knowing there are ways to mass schedule in Jobber. Tags get super messy and are only so reliable. There isn't a great way to enforce good notes from techs in the field. Job Forms are only really for customer leave behinds and don't help with billing so the open notes field is really the only way to gather info from the field for invoicing... Interested in whatever others have to share that are really working for them!447Views4likes8Comments