How Are You Building Your Systems & Processes?
I’ve been diving into ways to build better systems and processes lately, and I’m curious to learn from the community. Whether it's managing workflows, tracking progress, or using flowcharts, there are so many tools and methods out there to explore. What are you using to stay organized, efficient, and productive? Are you a fan of tools like Lucidchart, Trello, or Asana? What’s the biggest challenge you’ve faced in building systems that actually work for you or your team? Personally, I’ve been experimenting with Chatgpt and Lucidchart, but I’m always looking for fresh ideas to improve. Let’s share what’s working (or not!) and inspire each other to level up our workflows. Looking forward to hearing about your tools, processes, and insights!
Technician Performance Report
I am just coming over from service titan.. One report that is really important to me is technician performance report we had. We could see their avg ticket, their daily avg, month to date sales ect... a report that I can see how much a tech has invoiced for is imperative. Any chance this is coming? How are you other business owners tracking how your tech's are doing? I don't want to pay the guy who is doing bare min. the same as the guys who are taking their job seriously well organised and hustling.Clocking in/out
Hi everyone! My company is new to Jobber and we are working on getting all the details set up within the portal. So far so good, but there is one hurdle we are trying to overcome - technicians' capability to clock in and out for the day. I do not want it to be possible for them to do so on their phone because, as everyone can imagine, time theft could occur. Though I understand that there are features for automatic location timers and way points, it seems like that would be more work involved for us to monitor accuracy and make edits on time punches on a daily basis. I also know that we can set up a tablet in the office for our techs to clock in/out when they are physically on site to start and end their day, but using their email to log into Jobber to do so would pose the issues - most of our techs are not English speaking and do not use email so it would take time for them to log in/out each day. Our previous program had the capability for our techs to clock in/out using a tablet in office with a 4-digit code (the last digits of their phone number). We liked this because of the ease, speed, and simplicity it took for everyone. Sorry for my long-winded post, but all in all, I'm wondering if anyone has any suggestions on ways we can make the daily clocking in/out the most efficient and uncomplicated for EVERYONE involved, meaning techs AND office personnel. I appreciate the help and advice!Inventory Management Apps w/ Integration?
Hello all, My name is Kyle, and I'm the Office Manager with my company. Recently, we've made some moves to further improve the list of products that we sell, and services we provide. With this being said, our current method of keeping track of our inventory will have to improve with this. Does anyone know of any inventory management apps that integrate with Jobber that they'd recommend? I've looked into adding Ply into our Jobber, but I'm not entirely sure that it will solve all of our issues. I'm looking for some other routes we could take that could potentially work better for us. Thank you all for any and all recommendations! Kyle
System to handle subcontractors payments
Hi I’m trying to implement a solution to paying our subcontractors as efficiently as possible. We send out their contracts for signatures and get them on the schedule. We pay each of them 3 draws. The first is on the day they start the second is the day everything is installed (when all the tile have been installed or all the drywall is up and mudded) and the final payment is when it’s completed and inspected for approval. I’m manually uploading the signed contracts, pictures and payment expenses into jobber which takes a lot of time that could be utilized in other areas of growing our company. Currently they are sending pictures through texts and asking for payments which has become a nightmare to keep up with. Im looking for a solution to streamline the process for the subs and for us while being user friendly and easy to navigate for someone that may not be familiar with tech. Does anyone have any ideas? as an add on I would love to incorporate a bonus structure for incentive to complete jobs accurately and in a timely mannerBest Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !Crew Insight | New KPI Dashboard in Jobber app marketplace
Hi All! I run a lawn care and gardening business and have struggled with getting all the KPIs I need from Jobber. I've had to spend many hours each month crunching numbers on spreadsheets that could have been spent growing my business. To solve this, I created a software platform that would pull in data from Jobber automatically and give me the numbers I need. Seems like KPI tracking is a common pain point amongst community members so I thought I’d create a post to start the conversation. What KPI’s are you obsessed with? What KPI’s feel hard to track? What metrics are you struggling to improve? If anyone is interested in the software, its called Crew Insight and we recently got it published to the Jobber marketplace so you can find it there or, at crew-insight.com.
Time Clock / Employee Time Tracking
Hey all! We have approximately 20-25 W2 employees who clock in and out using the ADP app. Processing payroll has recently been a hassle due to time discrepancies. Adjusting time cards for each employee is not only time-consuming but can be very costly if things are missed over time. What have you found to help with maintaining accurate time cards for employees? Please paste the link to any hardware you use. I'd love to see what systems you all use for employees to clock in physically instead of over the cell phone.
Track Employee Mileage
We run a property services company, with each of our employees using their own vehicle for work. Our employees are all paid out their mileage reimbursement each pay day. We require a report with all their KM (we are in Canada) each week. I am wondering what you are all using for employees to track and submit their miles/km?
