How do I connect Jobber to ChatGPT or Claude?
If you regularly use ChatGPT or Claude to help run your business, you can now make those conversations even more useful by connecting your Jobber account. With the ChatGPT Plugin and Claude Connector, powered by Model Context Protocol (MCP), ChatGPT and Claude can use information from your Jobber account alongside your other connected business tools. That means you can ask questions about your business, get answers based on your actual data, and even get things done in Jobber without jumping between apps. What you can do by connecting Jobber to ChatGPT and Claude: Get a head start on your day. Ask “What’s my schedule looking like today?” and get a rundown of your upcoming jobs and visits. See who’s behind on payments. Ask “Which invoices are still outstanding?” to quickly see what’s overdue and needs your attention. Keep quotes moving. Ask “Which quotes need a follow-up?” to find quotes that are still waiting for a response. Turn emails into requests. Got a new customer inquiry sitting in your inbox? Ask ChatGPT or Claude to create a client and request in Jobber using the details from that email. Spend less time building quotes. Ask ChatGPT or Claude to draft a quote from an existing request or for a new job. It’ll prepare the quote in Jobber for you to review before sending it to your customer. And you’re not limited to asking about Jobber! Since ChatGPT and Claude can connect to other business tools, you can bring information from across your business into one conversation.You don’t need to know anything about coding or AI to get started. Just ask questions the same way you’d ask someone on your team. Learn more and give it a try: 🔗 Connect Jobber to ChatGPT 🔗 Connect Jobber to Claude We’d love to hear how you’d use this! If you could ask ChatGPT or Claude to take one task off your plate, what would it be?How Do I Build a Custom Report in Jobber Without Hiring Someone or Using Spreadsheets?
Every service business tracks things a little differently, and sometimes the answer you need is spread across different places in Jobber. Maybe you want to see which customers haven’t booked again this year, which neighborhoods bring in the most recurring revenue, or which jobs ran over their estimated hours. Getting answers that specific usually means exporting reports, digging through spreadsheets, or paying someone to build the report for you. With the new Custom Report Builder, you just type what you want to see and Jobber AI builds the report from your real numbers, with charts included if you want them. And unlike the standard reports, which only look at one area at a time, a custom report can pull data from across Jobber into one place: quotes, jobs, invoices, timesheets and more. What that looks like: Ask it like you'd ask your office manager. Something like "Show me revenue and labor hours by job type for the last 6 months" or "Which clients bring in the most revenue compared to the hours we spend on their jobs?" Need a change? Just say so. "Add a column for profit," "only show the previous 3 months." It updates and saves the report for you. Pulls from everything from across Jobber. Data from quotes, jobs, invoices, timesheets and more can live together in one report, so you can see the bigger picture without jumping from one report to the other. That's something the standard reports can't do. Save it and check back anytime. Reports live on your Custom Reports page and refresh with your latest numbers. Your team's permissions stay the same, so nobody sees what they shouldn't. Custom Reports are available on the Plus plan 🏗️ Build your first custom report 📖 Learn more 🎥 Watch it in the Jobber Now announcement What's the first report you'd build? Post your prompt below. Might give someone else a good idea!Effective Tagging - Who Is Doing It And What is Your Strategy?
I feel like tagging within customers might be the most forgotten about thing on our team but probably the lowest hanging fruit to keeping our information organized. Right now we are just tagging people we don't want to work with anymore and people that need to leave us a review. I''m struggling to do it in a way that's super effective. So for you tagging buffs out there, what are you doing to tag clients ad what strategy do you have? jobber - If you guys ever integrated JOB tags that would be amazing. I'm thinking we could tag jobs by category then reference them quicker. Instead of thinking of which clients we did which types of jobs for. Just putting "trim carpentry" or "doors" then seeing all the jobs we tagged with that would be clutch!
Would you pay $25/mo for job profit reports without upgrading your plan?
Hi all, I keep seeing the same thing in here and in reviews: owners on Core and Connect want to know which jobs and clients actually make money, what's booked for next week in dollars, and what got cancelled. Right now that means upgrading to Grow or Plus, or exporting to Excel or Power BI and cleaning the data every week. I'm a developer thinking of building a small add-on that connects to Jobber (read-only) and gives you: - Profit per job and per client (revenue minus labour, materials and expenses) - Projected revenue per day and week - A report of cancelled and unscheduled work and what it was worth - A Monday email with last week's numbers and who's overdue It would work on every plan for about $25/month. Before I build it, I want to know if it's worth it to you. If it is, add your email here: https://tally.so/r/RGXo49. The first 20 businesses get it free for 3 months in exchange for feedback. And if you'd tell me what report you'd want first, reply below. I read every one. Not affiliated with Jobber, just trying to build something useful. Ben HumphriesWhat ai/automated workflows do you use for your home service business?
I want to better implement AI into my landscaping business out in Arizona. What workflows do you use to better help everything run smoothly or save time? Here's what I have going so far: Field crew uses ChatGPT or Claude to troubleshoot issues I use it for rough calculations of the material and time it will take for the job writing specific contracts for customers Handling mistakes on projects when it comes to client communication Training manuals and internal SOP creation Captions and storyboards for social media posts Ad copy for marketing Financial analyzation for profit and growth Finding gaps in my business for course correctionHow Fast Do You Pick Up a Phone Call or Call Someone Back After a Missed Call?
Curious how everyone here handles this, because a new Jobber survey of recent homebuyers turned up a stat that stuck with me: 15% had to follow up repeatedly just to get a response from a contractor 9% never heard back at all Losing potential business due to something that is not a pricing problem or a skill problem should be a wake up call. In a world where 75% of new homeowners hire a pro within their first two years of buying, being the one who calls back first might be the easiest job you win all week! So, what's your business standard? Do you answer within a certain time frame or let it go to voicemail and call back same day? Are there systems set up so nothing slips through the cracks? 👉 Recent Homebuyer Report: It's got homeowner quotes on what made them trust (or ditch) a contractor, plus a breakdown of how each generation actually finds a pro.Strategies / Suggestions for hiring manual labourer for a niche Biz.
Fitness Equipment Service Technician - Rock & A Hard Place 26 yrs at this and I cannot find my A-Player. Sorry, this is quite the essay from the heart of frustration, so if you make it to the end and have some valuable suggestions I can implement, beers are on me at this conference. 🍻🍻🍻 It’s been beyond frustrating with people lying on resumes until you see they can’t do what they say. OR They can’t follow the simplest of instructions and policies like... If ever unsure about what you're doing or need help of any sort, contact me, I’m ALWAYS available. Then they decide to go Cowboy and try to figure it out themselves, which I certainly encourage as that's how I learn best. Trial and error where just getting your hands in there, coupled with some well-lubricated gray matter, and things start coming together and making sense. But not to the point of adding additional unnecessary "HRS" not MIN, to an invoice I can’t charge for, but they expect to be paid. In my instructions, I let them know, even when right beside them during training, if they get stumped on an issue and they ask for advice, I tell them to run through some process of elimination and try to figure it out themselves without me constantly telling them. I'll let them go for 10 to 15 minutes, and if the lightbulb isn't flickering, then I'll methodically walk them through what I would do. This way I'm not just jumping in and doing it for them, but they're actually learning hands-on. It's when they decide to go cowboy rogue and spend way too much time trying to figure it out instead of calling me, then they expect to be paid for these hours I can't bill back to the customer. How do I tell my customer that we're overcharging them because my guy doesn't know what he's doing and wants to learn on their equipment Then he'll make a note of whatever the issue is and what their diagnosis is, which can include needing to order parts. I'm thinking that they didn't have an issue with the diagnosis and it was a cut-and-dry scenario and, hands-down, this is what the customer needs. Then we'll order wrong parts... not only costing money—which will be either out of my pocket or the customer's pocket upfront if the quote is over $1,000—we have to wait usually about a week for parts to come in, set up another appointment, and head back out to the location to rectify the situation. - Part gets installed, doesn't fix the issue, and we're back to square one. Tech expects to be paid for travel & time for his mistake. So I put in the contract that I backpay my techs by two weeks with the clause that this will cover any potential damage to customer property due to their negligence. Residential customers get invoiced and are expected to pay more or less immediately, and commercial customers are net 30 for the most part in a perfect world. So it kind of evens out to cover their pay if something were to happen. So what do I tell my customers now? "Sorry, my guy effed up. Now I have to go out there and diagnose it properly, and if you're lucky—which happens more times than not—it's just a matter of some adjustments that need to be made, and no part was needed after all." But the other side of that coin is a part is actually needed, so we have to run through the process again and face another week's delay. Then I feel in good conscience that I need to discount my customer and hope this hiccup isn't enough to lose them and they're gracious enough to understand. OR Lack of communication in general. I can't stress enough and tell them it’ll make us or break us if honesty and just pure, actual communication isn’t kept up. I make it very clear that if they're not happy with how things are going, my door is open and I am more than happy to discuss what's going on so that we can make an adjustment that works for both of us. 'Cause if I don't know, I don't know. And that goes two ways. I let them know I'll do the same for them. So it boils down to the fact that if they can't do it right, I might as well do it myself? PSA - common sense is not so common. LOL I refuse to drop my standards as we do charge a premium, and I would consider us to be a "boutique" service company as we have—or I should say I have—an incredible track record and can probably still count on one hand how many callbacks I've ever had. Even though we are the highest-charging company locally, if not regionally, I make sure that I add enough value to the customer so that they know they got their money's worth and then some. So how do I justify that when I have subpar techs going out and serving these customers with guarantees that I've made that don't get fulfilled? I tried doing the employee thing once and that was an absolute nightmare, so I only look for contractors now. I'm willing to pay good money for somebody who can prove themselves to me. If they have the drive and are willing to learn and be moldable, then they can increase their pay in a short amount of time. !!!!! So you can only imagine, after 26 years of working on the tools and without seeing any hope of getting off the truck in the near future, my drive, my mental, and my physical well-being are being stressed to the max! I even had a scare of a panic attack, so I was told. That kind of shit just is not in my vocabulary or in my DNA, but I was getting signs that were pointing towards a heart attack that did put me in a hospital for a day, but I checked out just fine. SO... FWD to today, things have gone from bad to worse. Financially, I can't even hire anybody in order to pay them as I can't even bring in enough to cover our own payroll, yet the hours that I work, no sane human should have to be exposed to. No word of a lie, I'm on the tools all day, usually starting at about 9–10 AM. I get home around 7–10 PM, just in time to kiss my favorite wife, give my teenage son a hug as he goes to bed, and then I'm on the computer catching up on the office work from the day and days past until usually around 5 AM seems to be the new norm. Up at about 8 AM—rinse and repeat my Groundhog Days. My loans & CCs are all maxed out constantly, and I just have no idea what happened to this dream drive I had to be the best in the industry and to truly make a change and grow this company to the vision I once had. UGH. I probably shouldn't even be coming to this event, but IDK, maybe there's something here that's going to allow for some transformation and growth to finally happen. AND GO000!!! I am all ears and moldable to learning and implementing any kind of positive criticism. MUCH appreciated! 👊
How do you enter warranty jobs in Jobber?
We are a generator company and sometimes have warranty jobs that we need to track and bill to our vendors. What's the best practice for this? Should we create an account under our vendors name and then tie the job back to properties? Or maybe through job tags? But then that would show the payment coming from the customer and being applied to their account, no? Need to brainstorm this with someone, please.Syncing Jobber to Google Calendar
Are any of you time blocking people? Well I'm an aspiring time blocking person and I just learned I can have Chat GPT do it for me instead of me slaving away on google trying to get everything dialed. What I realized was my tasks in jobber would have to get synced to google manually and that's super annoying. Wait - turns out Jobber quietly solved this and I didn't realize. I made a video showing yall how to sync you site visits, jobber tasks etc right on your calendar. https://www.loom.com/share/601da88e9b77434c84f7fa17ead4963c Hopefully that's helpful!Should You Let Your Employees Take Their Work Vehicles Home?
I'd love everyone's input on this and their why behind it! My coworkers usually use their own vehicles but I have a couple that use company vehicles. It started because my first real employee had his truck repo-ed and I needed him to stay working so I let him use my burner car. Then my mom blessed me with her old vehicle so I could let him use an actual work truck. Then I got another Van that I was using until another employee had an issue with his wife's car now he uses the Van so his family can use his truck for their personal stuff. He never uses it for personal stuff but it lives at home. Now the set up is we have a big Van that's used but always gets left at the shop. But the small van is being taken home by an employee. Seemed fine until it got broken in to and then of course I'm footing the bill to get it fixed. Especially when your vehicles are wrapped, you become a target. BUT the drawbacks are - when someone parks at the shop, that means as soon as they get to the shop every day, they have to clock in (california law). So every day, you are paying for up to an hour of lost time from them going to te shop to get their vehicle, then going to the job instead of going straight to the job site. Now my employees use their own tools so if the car gets broken in to, it's their stuff being stolen so the cost is damage to your property/ potential lost income if you have to decommission the vehicle for a few days. What is your opinion on this?
