Setting up rounds for lawn applications
Hello All, Jim from Paramount Turf Company here. I am 50 days in with Jobber and preparing for a new service line we offer at PTC with lawn applications starting in 2025. With that said, I have experience with other software companies when it comes to setting up a multiple round application program but was curious how you all do it within Jobber. Jobber client service team has been great with their one-on-one consultations and have been super helpful but would like to talk to someone in my industry in how you all set up your multiple rounds and how you schedule it. Would love to connect with some of you if you would be willing to talk some shop! Thank you in advance!!!
For people running and scheduling several crews, any tips to help...
For people running and scheduling several crews, any tips to help...make that easier? I usually use week view to schedule jobs, and as I am growing and have more than one crew, and crews are going to jobs at the same times... any specific tips to help with having that more organized? I am using the color coding a little, but any specific ways that you guys have tried, that have really helped, would be greatly appreciated (or any other help scheduling would be great!) Thanks!!!
Snowplowing routing
We are having trouble with the way that we currently have to schedule our teams for dispatching when it come time to our snow plowing events. With Jobber currently not having a way for the management team to efficiently dispatch a large number of clients to each team member at a short notice interval. We currently have to set a job as a repeating job but leave it unscheduled. This leads to the problem of not having the option of selecting a team member/ members. Being in a area of heavy snow and storms that require at time 2-3 dispatches we currently have not found a way to notify our drivers through jobber quickly. We are currently looking at other programs to accomplish this task like Folosoft. But am wondering if anyone has had a successful way of doing this. Our thoughts for Jobber would be to have a dispatch via the team member and or a group. Example customers on Truck #1 route is saved as Route #1 and can be scheduled to the date of service needed in the order that is pre-set. Then all you need to do is assign the team member to the route and good to go. Example #2 would be Tagging all customer under the route you want and then mass schedule them using the tagged word. Ultimately we would like to dispatch as quick as possible and have the route for the drivers to take be preset. Then all they would need to do is capture a finished photo and hit complete. This would also help us track completion rate as our team members go.
Client list when scheduling.
95% of our jobs are for the same 2 customers. Commercial work. Before the last update they always showed up at the top of the list of clients when scheduling a new job. This is no longer the case. As near as I can tell there is no rhyme or reason to how the list shows now. Not alphabetical or consecutive. It is a minor annoyance I realize but now I have to search the client every time I add a new job. Any way to change that back to how it appeared before?
Rescheduling multiple clients at once
Hey everyone! I’m curious to as if anyone has an efficient way to let clients know that we had to reschedule their job due to weather. Currently we have lots of visits on a day and when it gets rained out then we have to reach out to each individual person and let them know we have to move their service date (which take a long time). I know technically I could do a marketing email in their campaign but everybody doesn’t check their emails.The Importance of Proper Planning in New Construction and Home Improvement Projects
Embarking on a new construction or home improvement project can be an exciting venture, but without proper planning, it can quickly become a costly and time-consuming ordeal. One of the most critical aspects of this planning involves understanding the timelines and requirements associated with land surveying and permit acquisition. Plan Ahead to Avoid Delays In the land surveying industry, turnaround times for documents can vary significantly depending on the time of year and current demand. It is essential to plan ahead and allow for a lead time of anywhere from 4 to 8 weeks for surveying and the creation of permit or plot plans. This time frame ensures that all necessary details are accurately captured and processed. Understand the Approval Process For projects that require recorded maps, such as those needing county approval and recording, the process can take even longer. Typically, this approval and recording can take a minimum of 2 to 3 months. Being aware of these timelines can help you plan your project more effectively and avoid unexpected delays. Get Accurate Quotes and Timelines When seeking quotes for land surveying services, it is crucial to obtain detailed turnaround times and to ask when the final documents will be ready for delivery. Some surveyors may promise quick fieldwork, but the actual mapping and documentation might take significantly longer. Ensure you are comparing apples to apples when evaluating quotes from different providers. This means understanding not just the cost, but also the scope of work and the time required to complete all necessary tasks. By properly planning your new construction or home improvement project, you can avoid unnecessary costs and wasted time. Being aware of the various stages and timelines involved in land surveying and permit acquisition allows you to make informed decisions and keep your project on track. Remember, the key to a successful project is not just in starting strong but also in ensuring every step is meticulously planned and executed. Feel free to reach out if you have any questions about the land surveying process.
Schedule
Hello community, we have an average of 150 jobs on our schedules every day, how do i get to put all the jobs on jobber and have a daily view before assigning to a tech, I perform the dispatching role and we have to use a different schedule , like outlook to se all our schedule at one time, but we would like to use jobber, the only problems is that assigned jobs don't fit on that little window on the left.Drywall or multi visit scheduling
Would love to hear what others are doing to mitigate the manual chaos of scheduling multiple visits. Currently right now as quotes are approved we build the jobs in a Google sheets we call our schedule board. We build all the visit blocks and then put them on techs accordingly. We meet once a week to go over the board for the following week and once we agree and finalize it we then build all those appointments into Jobber. That summary doesn't sound too daunting but trust me it is, there has to be a better way to schedule jobs as they come in. Less manual intervention. I would love to hear what other companies are doing in this space. Thanks
Kits/Pricing Templates 2 part question
This is a two-part question: Are there plans to introduce kits or templates for quickly creating detailed, itemized estimates? For repeat services, it can be time-consuming to manually add multiple items on the mobile app. A template feature would allow us to add common services with one click and adjust quantities, saving time and enhancing accuracy during the first conversation with the client. Will there ever be an option where a picture of the customer’s home automatically populates once the address is input, similar to apps like Housecall Pro? This feature would provide a quick visual reference of the property, allowing for quicker and more accurate service quotes (e.g., gutter cleaning). It would also help create a great first impression by allowing us to describe the home in detail during the initial phone conversation with the customer.
Spreadsheets
I am the VP of Operations for a high-volume surveying company in Texas. We started using Jobber about 10 ago years when we really started to grow and needed a place to schedule and store all of our data. Over the last couple years, we have started experiencing issues with keeping track of deadlines. We have multiple different spreadsheets via google docs where we track timelines. We will use jobber to create a task and once the surveying task is completed, we then create a new task under the same job for a survey drawing to be completed. However, jobber is not great about being able to sort via due dates, so we end up adding this information to different spreadsheets. Those spreadsheets then get additional specific information added to them. I have 5 full time admins now and need to simplify this process so we can be more productive and eliminate the user errors. We do about 3,000 jobs a year through Jobber and then there will be at least 4-6 different tasks created for each job. Does anyone else push this much through jobber each year and if so how do you track your jobs deadlines. I know there are add-on apps that can help with this, so do yall use any of those apps. I am not a IT guy so need all the help i can get here.
