How 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!
LANDSCAPERS: 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!
Direct Call Leads
We only pay per qualified conversation with homeowners. After a few years of hunting down bad contacts, getting ghosted and wasting money on ads and ad managers we internally built out a system that only costs money when a homeowner directly calls us looking for our services. It’s been a gamechanger and we even started selling these calls to other roofers and other industries/home service companies because there’s no real risk. Either you talk to a homeowner who wants you to come out, or you don’t pay. They can be kind of expensive but our ROI is at about 3.4x for a while now using it so I’m never going back to our old methods…unless someone has a lower risk option that doesn’t consume a ton of time.Suspend a recurring job account for non-payment
I own a residential lawn and yard maintenance business. Recurring job visits is our bread and butter. Mowing is about half of our revenue. We require a credit card on file, and auto-pay after each visit. We use Jobber's payment feature for this. This works really well, and eliminates accounts receivable. Occasionally a customer's credit card does not process. At that point, we receive an email from "The Jobber Team". The heading is: Automatic payment for "John Customer" failed. That is helpful. I would like to see the following in Jobber, with automated functions. The owner (me) could set parameters/thresholds for the activities. But I really want to automate this process! Instantly when card is declined: Customer automatically receives an email and text, letting them know that their card failed. The email and text include the invoice, payment link, and link to update their card. The email and text are re-sent every day until payment is received. The job is automatically suspended. In other words, the future visits are flagged or suspended in Jobber until the account is paid and a card is on file. A report that shows on the dashboard for all credit cards that were declined.
Jobber Failing to update features
I have contacted Jobber on multiple occasions. We mow seasonally.We need an option to turn the routes off during the winter. Currently we have to go through each customer at the beginning of the Spring season to move the start date, in order to clear the "late visits" The other thing they need to do like Service Auto Pilot, is allow you to skip a week. If it is during acrought and some yards do not need mowed and get skipped, we need to be able to hit skip. The customer should not be charge and it would pick up on the schedule to following week. I have also contacted them about mows from many months earlier that have already been paid, randomly appearing on numberous customer's invoices.Do you utilize battery-powered tools?
Handheld battery-powered tools have come a long way from their first iterations, especially over the past few years. I've started making the switch away from gas-powered equipment throughout the last few seasons for my business and have found the switch to be positive for my workflow and bottom line. This is a trend I believe will continue as batteries become more powerful and long-lasting. Are you utilizing any battery-powered equipment and, if so, do you have any favorites you'd like to share??
Greetings
Hello everyone, I just wanted to introduce myself on the community page. My name is Douglas Mack, I'm the owner and operator of D. Mack Lawn Care Services, LLC in the upstate of SC. I'm new to Jobber. I'm slowly switching from Square. I trying to get to know Jobber features. Later, I will be adding on other features but not right now only because I'm paying for another CRM. If there are any advice you guys have, I would greatly appreciate it. ThanksSales rep in Jobber
I'd like to give access to Jobber to a sales rep who answers the phone and books sales. Likely, this person would be a contract position, working remotely. Inside Jobber, this person would be able to: create a new customer create a new job enter the customer's credit card That's it. No other access. Is there a way to do this in Jobber?
