Best 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 !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
KPI Dashboard
Does Jobber have anything in the works to show a KPI dashboard of short? Something that we can easily look at to see certain metrics important in our business. Some of these could include set goals such as booked jobs for the week, month. Some others could be close rates, total sales, etc. If not, what would be a good integration alternative?
GetJobber in Gmail
Getjobber currently does not have native Gmail integration. CRMs like HubSpot, Salesforce, and Zoho have proven the value of native Gmail integration My company is going forward and filling this gap for GetJobber. Customer Context Panel: Automatically pull the relevant info from the email and display new client form in the Gmail sidebar when viewing emails from new clients Customer Context Panel: Display GetJobber customer info in the Gmail sidebar when viewing client emails Job Creation: Create jobs directly from client emails with one click Email-to-Job Logging: Automatically record important emails to job history Scheduling: Add appointments to the Getjobber calendar from email conversations Please don't hesitate to contact me if you are interested in such a Gmail productivity tool Aswath aswath.satrasala@gmail.com
Data Importing
Will Jobber ever support importing data from older CRMs, like ServiceCEO, so we can transfer over the data we’ve collected for the past ten years and have all our information in one system? This would help streamline our operations and make it easier to transition without losing important historical data. It's hard to have data in multiple places and not have data on hand when needed makes minor tasks extremely time consuming and tedious? Please say yes 🙌Best Work Flow for Ordering
Hi everyone! Does anyone currently use Jobber in their work flow specifically for when making orders. For example if you place an order for equipment how do you let the team know? Do you set up a task in Jobber with the tracking number? Looking to optimize our current workflow and didn’t know if Jobber was a good one for it or if I need to look into another system. Thank you in advance!
Software
We own a general contracting company which uses Jobber but we will be starting a separate electrical contractor company this year, the previous electrician we're bringing on used Joist for his CRM/Invoicing. His "price book" was all in his head since he owned the business and did all of the invoicing himself. We would like to create or set up a price book and use flat rate pricing. We did a demo with Housecall Pro and we liked the ability to integrate Profit Rhino as well as mark up/down as needed. It does not look like Jobber has this ability so we might not set up the new company with Jobber. I saw we can import a CSV file with our products but Housecall Pro seems to be able to update prices/costs automatically all within the system. What other software have you electrician companies used that provides this service? If you have used Housecall Pro, any downsides we should keep in mind? The CEO/owner of the GC company was sitting in on the demo for Housecall Pro and really liked the Pipeline feature, which Jobber also does not have. So we're thinking about switching both companies over to Housecall Pro. All back-end accounting will be handled by QuickBooks Online so mainly need to worry about CRM/invoicing and tracking job progression from lead to completed job.How Are You Building Your Systems & Processes?
I’ve been diving into ways to build better systems and processes lately, and I’m curious to learn from the community. Whether it's managing workflows, tracking progress, or using flowcharts, there are so many tools and methods out there to explore. What are you using to stay organized, efficient, and productive? Are you a fan of tools like Lucidchart, Trello, or Asana? What’s the biggest challenge you’ve faced in building systems that actually work for you or your team? Personally, I’ve been experimenting with Chatgpt and Lucidchart, but I’m always looking for fresh ideas to improve. Let’s share what’s working (or not!) and inspire each other to level up our workflows. Looking forward to hearing about your tools, processes, and insights!
