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!Projected 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?
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?
How can lawn care businesses manage seasonal recurring work and annual rescheduling?
I do lawn care. it is seasonal. i come back every year, unless requested not to. i am requesting a way to group customers in that way. meaning, that the service goes from EX: march 15-oct 31. at oct 31, the job ends but on march 15th it repopulates. (if you seen my other post property based pricing, any price increases, they should carry over to that job). for me i have basically 2 types of seasons. i do weekly until oct 15th basically, and then go every other week till thanksgiving. I came from yard book and basically built the job added one to the weekly group and then made one more to the biweekly for the fall. I never had to recreate the job it was automatic. nice for seasonal services. also for scheduling, please let us just pick a date and not have a recurring job go for x weeks months days or whatever. its a pain.How can businesses offer prepaid discounts without accepting card payments on specific quotes?
I offer prepayment for the season discounts to customers. as there is already a discount, i do not want to take a card payment as there are fees associated with that and i am not eating that on top of the discount. is there a way to make it where card payments are not accepted on individual quotes. I don't need or want to do it across the board.
