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 !
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.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.
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?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! KyleRecommendations For the Best AI Tool to Analize My Jobber Data
Does anyone have an AI recommendation to help analyze the CSVs generated by Jobber? I am looking for a tool that can: 1. Parse the CSV data. 2. Clean the data. 3. Assist in building a KPI dashboard specifically tailored for small business metrics. The KPIs of interest include: - Employee visits /day, month, year - Hours worked - Earnings or dedicated clients - Hours worked per day/month/year vs number of visits - Visits per month increase and decrease (siilar to the booking, quotes and request data jobber provides) Any suggestions would be greatly appreciated!Running a Tight Ship: How to Save Time and Cut Hassle
In our line of work, every minute counts. I’m always on the lookout for tools or processes that help run things more efficiently, whether it’s leveraging AI to do our estimates or better ways to communicate with the team. What have you found that really saves time and reduces headaches in your day-to-day operations? Share what’s working for you. What’s your go-to strategy for keeping operations smooth and efficient?Navigating Customer Expectations: Setting the Right Expectations with Clients from Day One
Setting clear expectations with clients is crucial if you want to avoid misunderstandings and keep them happy.How do you manage client expectations from day one? What’s worked for you when itcomes to managing expectations and avoiding conflicts withclients?Let’s share our experiences.
