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.
Best Way to Manage Recurring Jobs Across Multiple Crews?
Hey everyone, We're one season into trying a new workflow for scheduling jobs and I'm curious how others handle this. Last year, we assigned every employee to every job. The downside was that nobody could easily tell which jobs they were actually responsible for each day. This season, we created dedicated teams so the same crew visits the same properties each week. For the most part, it's worked really well. However, when rain delays force us to move routes around, crews sometimes need to cover properties that normally belong to another team. The problem is that when a job gets moved, the crew covering it can't see it because they aren't assigned to the recurring job. We then have to manually remove and reassign employees for each affected visit, which becomes pretty time-consuming. Has anyone found a good workaround for this? Ideally, we'd like to assign jobs to a "fleet" or "truck" rather than individual employees. For example: Truck A covers these properties Truck B covers these properties Then whichever employees are assigned to Truck A can see Truck A's route, regardless of who is working that day. I'm curious how other companies are managing this and whether there's a better way than manually reassigning employees every time a schedule changes. Thanks in advance!
How can Jobber help me grow my business?
I am a fairly new business and I am still finishing the detail of my operations. I have been using the basic plan from Jobber for my bookings but I did not find myself using the Marketing suite very much when I first purchased a plan. I believe it is because I was still figuring out how to run my business operations. My question is, what is the best marketing move for me to do as a relatively new business owner using Jobber with limited resources like funds and a small client base.
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.Managing Year-Long Jobs with Multiple Tasks & Recurring Visits
Hi everyone, I’m looking for advice on how others are managing long-term jobs in Jobber that span a full year and include many steps or tasks—some one-off and some recurring. For us, scheduling a yearly maintenance job has been a challenge. Are you setting up one Job with many visits, or are you creating a separate Job for each task in the contract with multiple visits for each? When converting a quote to a job, Jobber allows multiple jobs from a single line item, which sometimes leads to duplicates and scheduling issues. Another challenge is payments by installment—we need the job total to match the installment price rather than the full contract value, and I’m wondering how others are handling this. In other programs, scheduled tasks would turn gray to indicate they had already been converted to a job. If they needed to be scheduled again, we could either add a visit to the existing job or delete it and create a new one. Does Jobber have a workflow that allows for something similar? Would love to hear how you structure your jobs to keep scheduling and payments running smoothly!
New to Jobber, Quotes including pictures worth it?
Hey guys, I wanted to hear your thoughts on jobber quotes not including pictures for estimates in the core package? We are a full service property maintenance & Landscaping company. Anybody switch from core to grow because of it? We have a small team but growing. Last crm did have this feature on their middle plan and our clients loved it. It was extempore helpful to us as well. Was wondering if this is something we should switch to that would make a huge difference?
