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 !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!
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?
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.
Jobber Spring Feature Announcement Q&A: Which updates are you MOST excited for!?
Today we’re announcing 1️⃣8️⃣ exciting product updates designed to make every day easier 🥳. Get more freedom and control over your day-to-day operations while you Work Smarter 💡, Boost Profits 💲, Get Noticed 👀, and Win Jobs 🏆. Reply here ⬇️ with your favorite new update to let us know what you’re looking forward to most! 🤩 ⭐️ If you have any questions regarding our new features, please create a post (not comment) in our Q&A board! ⭐️
Quickbooks vs Xero!
Which have you guys found is easier to sync with jobber? quickbooks, or Xero? I tried syncing my account with Quickbooks, but I had $40k worth of undistributed funds, and would have to go through about 1,000 invoices individually to fix. called Jobber, they said its was quickbooks fault, and quickbooks said it was jobbers fault. I hate that there isn't someone from both ends that will hop on a call with you! Will most likely switch to Xero, what's been your guys experience with them?
Customer Q: what app links to google sheets?
A: Jobber's Open API is a publicly available API (Application Programming Interface) where other developers can build/connect their own apps with Jobber. By upgrading your subscription to the new Plus Plan there is an API guided tour included and someone from Jobber's dedicated API support team will walk you through the Jobber Open API interface and creating integrations. If you would like a pre-built integration, we have many on the Jobber App Marketplace. Many customers find success using the Zapier integration for tasks between Jobber and Google Sheets. For more information on the Plus Plan, go to the Manage Plans in your Jobber account settings.
Jobber Failing to update features
I have contacted Jobber on multiple occasions. We mow seasonally.We need an option to turn the routes off during the winter. Currently we have to go through each customer at the beginning of the Spring season to move the start date, in order to clear the "late visits" The other thing they need to do like Service Auto Pilot, is allow you to skip a week. If it is during acrought and some yards do not need mowed and get skipped, we need to be able to hit skip. The customer should not be charge and it would pick up on the schedule to following week. I have also contacted them about mows from many months earlier that have already been paid, randomly appearing on numberous customer's invoices.
