What scheduling system works best for mobile service businesses covering multiple areas?
For service businesses covering multiple towns or rural routes, what scheduling system has worked best for cutting drive time between jobs while keeping paperwork, client communication, and follow-ups organized? I’m building processes for a mobile admin/logistics support business and want to stay efficient without losing track of documentation in the field. Do you schedule by area, urgency, or paperwork deadlines?9Views0likes0CommentsSection for Vendors or Subs
Please help develop a functions to add 3rd party vendors/subs that may be used as needed or 1-time. The primary point would be contact and database of vendors with info and docs needed for our team to access if needed as well as would be nice for them to have scheduling, invoicing with pics and job tracking capabilities.29Views1like1CommentAre Business 2 business corporate models welcome here?
The business I'm trying to get into isn't exactly marketed to homeowners. while indeed my job would take me right up and to the easement in your yard, my clients are the ISPs and their prime subcontractors not the public. Which is to say, Joe citizen would not be interested in hiring me under the scope of my services offered through my inc. With that in mind, am I in the wrong place? I try to find my industry under the categories given and telecoms ain't up there. Closest I see is IT SERVICES18Views0likes2CommentsCan I create a job with photos for an employee to check off that a certain issue has been resolved?
This is a bit of a longer question but I am curious if this could be done... If I go a house and take photos of 12 issues that need to be resolved, can I create a checklist or job form that shows each of those issues as a list? Then add that list to a team members schedule and have them check off that it has been completed? Even attach a photo of the completed work below the photo of the issue? It would also be great to be able to send that completed list or form to the customer to sign off on and collect payment. I would like to position myself to do more of the sales and inspections, then send a team member to the house to do the actual work sealing the home or solving the issue. I have been working out a few ways in my head to make this structure work and I really hope Jobber can help me do that. Does anyone else work in this way? Are there are recommendations on how people have made it work?Solved97Views0likes5CommentsDouble 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!19Views0likes0CommentsHow does Jobber calculate routes, and can it use real driving directions instead of straight-line distance?
I am writing to express my significant frustration with the current routing functionality within the platform. The primary issue is that the software appears to calculate routes based on "as the crow flies" distance rather than actual driving paths. Furthermore, the routing does not prioritize arrival logic that places the vehicle with the passenger side facing the customer's residence. This is a standard feature in competing routing software and is essential for the safety and efficiency of my team.336Views1like9CommentsIs there a way to view all customers on a map in Jobber?
Not sure if this is in the right spot.. Working on renewals for new year. I have a few different offers and depends on customer location. It would be nice if i can just see them on the map and then work my through them that way.173Views1like1CommentFinding out when a client profile was created?
So I took a call from a customer on a Friday afternoon after a busy day, he wanted service for the next week so I put in his name and address in a job booking, but forgot to take down his number! It is in my call log on my phone, but I had so many calls that day and I don't remember which number was his. I was wondering if there was a way to see what day/time a client/job was entered in Jobber so I can cross reference my call log?147Views0likes2CommentsRouting
I run a pest control company, i only have 75 monthly maintenance customers, I only take on a certain type of client. I'm having trouble with routing the customers, I want to take the 75 clients and split them in to daily groups, 4-6 per day, but the problem im having is seeing all the customers on the map at the same time without a bunch of other customers that are not monthly maintenance customers, it would be great if I could just see the maintenance customers and then select the groups closes to each other. the other night i spent 5 hours figuring out the routing, i'm only talking 70 customers, if I had the normal amount of maintenance customers like 500 - 1000, I would not be able to use Jobber. Is there a workaround for this! Please jobber fix this, if not at some point Im gonna have to find another crm and I really like jobberSolved133Views0likes1CommentOut of cell service area access
Wondering how many of us work in areas that have poor or no cell coverage? In my area that is quite frequent and we can't access jobber online or the app so no job time tracking or marking it as completed, etc. Is there any way around it beside waiting to have cell/data service? Thank you,Solved227Views1like2Comments