Can 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?
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.How to track job categories/special requirements?
Just wondering if anyone has some ideas around this, or has found a solution for themselves... We have some jobs with special requirements, for example: Require visit reminders (our Admin follows up manually if a visit is rescheduled after the automated reminder has been sent) Special scheduling requirements (eg. visits can only be completed on Fridays) Fixed price invoicing regardless of job time/time based invoicing (often different work categories are one way or the other, but we have some jobs that don't fit that strict "category rule") We currently use an emoji shorthand in job titles so we can quickly see at a glance things like what standard the property should be maintained, whether we only do lawn services or gardens are also included at the property, if they have a dog, that the job is correctly scheduled for summer/winter, etc. But these are tailored for the field crew and I'd prefer to avoid overloading the job info/titles and keep it simple for the crews. It's really admin/office staff who need to see the different info mentioned in the bullet points. I was thinking we can use Calendar Colours, but does anyone have other tricks up their sleeve?The “new calendar”… what are your best tips and tricks?
Our scheduler is a creature of habit and is stuck on utilizing the older version of the Jobber calendar. As far as route optimization, I do believe the new calendar will save a ton of time as we do over 150 cleaning appointments per week. What is everyone’s best tips in transitioning?What's the best thing you've automated in your business?
Think scheduling, lead follow-ups, and customer reminders. What’s the best automation(s) you’ve set up that's made running your business easier? In this episode of Masters of Home Service, PhilRisher and WiringByron get into: The two automations every business should have How to automate estimates, follow-ups and billing to save 20+ hours/week Why "build the system once, benefit forever" is the real win Want to put these tips into action? Download the 10 automation moves checklist for this episode. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
How do you simplify your operations to reduce overhead and grow faster?
I was watching a video on youtube last night that was talking about how Chick-Fil-A is the most successful restaurant group in the country. Per capita, Chick-Fil-A makes way more money than McDonalds, Starbucks, etc. And their success boils down to the fact that their menu is super simple. This speeds up the ordering process, the making of the food, and cuts down on overhead. So I'm curious: what are ways that you use the KISS (keep is simple, stupid) method in your business?How do you use your services list to increase the value of every job?
I constantly go into my Products and Services page and update wording, add services, and just basic review. This is so important to me because the whole base of my business is to be full-service to my clients. If I see an issue while doing my inspection, I either propose to do it for them or have a small network of other service pros I can call to solve the problem. That is why my list of products and services is so important. I can pop that into a proposal and quote it in seconds, then present it to the client after the inspection and tell them everything we can do for them. It has been working out really really well and I do owe a lot of it to Jobber having this feature at my finger tips. Some calls double in value simply because I am presenting them to a client right then and there. It does take some time off the road to review and make sure everything is looking professional and accurate, but when that turns into revenue on the road I feel validated spending some time reviewing these details. Presenting them a professional and itemized proposal for everything I can do to help them is so so so handy for me. Does anyone else work like this? When add-ons can really start to add up value to a call? Did you spend time working on your lists to make them ready to go at each call?Double 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!What tech tool actually made your team more productive?
What’s something that genuinely saved time or made your team better? Did it help with quoting? Payments? Share your take below. In this episode of Masters of Home Service, ryaantuttle and Rob Soper get into: Why many owners are still stuck with manual processes How tech can act like extra admin (without hiring) Simple ways to start using tech without overhauling everything Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
