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.118Views4likes8CommentsSetting up rounds for lawn applications
Hello All, Jim from Paramount Turf Company here. I am 50 days in with Jobber and preparing for a new service line we offer at PTC with lawn applications starting in 2025. With that said, I have experience with other software companies when it comes to setting up a multiple round application program but was curious how you all do it within Jobber. Jobber client service team has been great with their one-on-one consultations and have been super helpful but would like to talk to someone in my industry in how you all set up your multiple rounds and how you schedule it. Would love to connect with some of you if you would be willing to talk some shop! Thank you in advance!!!137Views1like5CommentsHow 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!177Views4likes14CommentsRescheduling multiple clients at once
Hey everyone! I’m curious to as if anyone has an efficient way to let clients know that we had to reschedule their job due to weather. Currently we have lots of visits on a day and when it gets rained out then we have to reach out to each individual person and let them know we have to move their service date (which take a long time). I know technically I could do a marketing email in their campaign but everybody doesn’t check their emails.61Views0likes1CommentSales 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?83Views2likes1CommentProjected revenue
I would like to look at my upcoming schedule (by day, by week, or a custom range), and see the projected revenue based on future visits. I own a lawn service/maintenance company, and we invoice our customers after every visit. For example, when I see tomorrow's schedule, I would like to see the total number of visits, the revenue associated with each visit, and the total revenue for the day. I have never found a report in Jobber for this. I'm surprised that it isn't on the dashboard. Does anyone else think similarly? Are there easy work-arounds?152Views0likes4CommentsLANDSCAPERS: 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!331Views4likes8CommentsSuspend 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.60Views2likes1Comment