Building an AI online bid?
I have been messing around with the idea of creating a way for my customers to submit some information on their own through our website and AI provide them their bid for painting. Has anyone done this? Have any ideas on how to do it? And what could be the potential pros and cons of this? I'm thinking that it would need to have a customer login & portal. There would need to be a way to upload additional files. Pictures and videos of project. There would need to be a fee that is charged to use this service to try and gatekeep competitors from using it. The fee would be removed if the job is landed. There might need to be an agreement signed that unforeseen work that wasn't included in the submission could result in a change order. What would you add?Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que? THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.Curious ... do most teams back up job 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 I’m 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! Josh
