How do you use your services list to increase the value of every job?
I constantly go into my Products and Services page and update wording, add services, and just basic review. This is so important to me because the whole base of my business is to be full-service to my clients. If I see an issue while doing my inspection, I either propose to do it for them or have a small network of other service pros I can call to solve the problem. That is why my list of products and services is so important. I can pop that into a proposal and quote it in seconds, then present it to the client after the inspection and tell them everything we can do for them. It has been working out really really well and I do owe a lot of it to Jobber having this feature at my finger tips. Some calls double in value simply because I am presenting them to a client right then and there. It does take some time off the road to review and make sure everything is looking professional and accurate, but when that turns into revenue on the road I feel validated spending some time reviewing these details. Presenting them a professional and itemized proposal for everything I can do to help them is so so so handy for me. Does anyone else work like this? When add-ons can really start to add up value to a call? Did you spend time working on your lists to make them ready to go at each call?Double check you have the right city when the autofill picks an address.
I like that Jobber has the autofill feature when filling out an address for a new client. Yesterday though, I didn't double check I had the right city, and had to drive 90mins out of my way, there and back when, funny enough I was 12 mins away from one call to the next. Make sure you all have the right city when you're picking an address from the drop down!Editing a job from the schedule section?
Maybe I am missing a button somewhere but... Is there a way to edit a job (add a product or service, change unit prices) from the schedule menu? A client calls before I am at the job and wants to add a certain service to the job booking, so I click on the job from the schedule menu and all I can change is the quantity, service date/time or Job Title. Even when I click Edit or View Details I still can't change any of that information. Does anyone have a work around rather than having to click out of the schedule and go into the Jobs section?
