How We Define “Done Right” With Job Forms
As we added technicians, I realized “do a good job” is way too vague. What does that actually mean? For us, it means things like checking the gate, following the right yard pattern, documenting anything unusual, making sure the area was actually completed, and leaving the property secure. The more of that we can put into Job Forms, the less we have to rely on someone remembering every detail from training. That matters even more when someone is new, covering another route, or just having an off day. I still think training and judgment matter. A checklist can’t replace a good technician. But it can protect the standard. The goal is that “done right” looks the same no matter who is on the route that day. What are the non-negotiables you’ve built into your Job Forms?Missed call / Auto text back AI agent
I see a lot of people have these set up with High Level. Is this a game changer do I need this? I do have a human admin that takes all our calls during the day, but sometimes she's already on that line or she's busy, and we miss the odd call. Just thinking I should probably set this up. Looking for some feedback. Thanks a lot.
Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.
Easy Solutions for Jobber to implement
There are several quick items in jobber that can be changed by the programmers to make our lives a bit easier. Case in point - Under "JOBS" , why can the programmer add a drop down to filter for "SALESMAN" , just like in the "QUOTES" Section. I even tired to pull this under the custom reports and it responded with "I can’t create this custom report because the available quote data does not include a salesperson field to group current approved quotes by" Please use this thread to add any items you may think jobber can help out with.AI Integration w/ Jobber! What's Working for Your Stack?
Hey everyone, first post here, excited to be part of the community. I run a residential cleaning operation in McKinney, TX, and I've been building an AI-assisted ops stack around Jobber. Claude is my primary AI layer for things like client communications, scheduling logic, and business analysis, but Jobber doesn't have a native Claude integration, which creates friction. I'm currently evaluating two paths: 1. Build a custom integration via Make, Zapier, or N8N (I have experience with all three) 2. Use an existing AI app that already connects with Jobber natively Before I invest time in a custom build, I wanted to ask the community: has anyone found a solid AI tool that connects directly with Jobber and handles tasks like drafting client messages, analyzing job data, or automating follow-ups? Open to any direction, like: native apps, workflow tools, or APIs you've had success with. Thanks in advance. Rafael AndradeHow Fast Do You Pick Up a Phone Call or Call Someone Back After a Missed Call?
Curious how everyone here handles this, because a new Jobber survey of recent homebuyers turned up a stat that stuck with me: 15% had to follow up repeatedly just to get a response from a contractor 9% never heard back at all Losing potential business due to something that is not a pricing problem or a skill problem should be a wake up call. In a world where 75% of new homeowners hire a pro within their first two years of buying, being the one who calls back first might be the easiest job you win all week! So, what's your business standard? Do you answer within a certain time frame or let it go to voicemail and call back same day? Are there systems set up so nothing slips through the cracks? 👉 Recent Homebuyer Report: It's got homeowner quotes on what made them trust (or ditch) a contractor, plus a breakdown of how each generation actually finds a pro.How Do You Track Service Agreement Members and Apply Member Pricing Automatically?
I'm really trying to structure a service agreement and to keep it contained within Jobber for simplicity. Things that I need Once I sell the membership we need to find a way to automatically mark/tag/flag the customer as an active member When that member calls in have a way for me CSR to be able to see that the client as a member When a new quote is created have a line item automatically populate so that the service technician in the field (IOS app) will be able to identify the customer as a member. Secondary pricing for members would be a great bonus. Reporting on membersAdding Custom Job Status Labels in Jobber to Filter and Track Jobs by Stage
We do appliance repair during the day we go out to the diagnosis and in the evenings write the estimates in office, if it wasn’t able to be fixed would there. Our old software had a system where we could attach customized labels to every job, such as need estimate written, need to invoice, two main job, needs parts ordered or follow up And in the office, you could go through and filter the jobs by these labels then you know none got missed. The tech could add the labels from the app and office staff could from the desktop. Has anybody found a way on Jobber to do something similar or an integration that would work?How do I connect Jobber to ChatGPT or Claude?
If you regularly use ChatGPT or Claude to help run your business, you can now make those conversations even more useful by connecting your Jobber account. With the ChatGPT Plugin and Claude Connector, powered by Model Context Protocol (MCP), ChatGPT and Claude can use information from your Jobber account alongside your other connected business tools. That means you can ask questions about your business, get answers based on your actual data, and even get things done in Jobber without jumping between apps. What you can do by connecting Jobber to ChatGPT and Claude: Get a head start on your day. Ask “What’s my schedule looking like today?” and get a rundown of your upcoming jobs and visits. See who’s behind on payments. Ask “Which invoices are still outstanding?” to quickly see what’s overdue and needs your attention. Keep quotes moving. Ask “Which quotes need a follow-up?” to find quotes that are still waiting for a response. Turn emails into requests. Got a new customer inquiry sitting in your inbox? Ask ChatGPT or Claude to create a client and request in Jobber using the details from that email. Spend less time building quotes. Ask ChatGPT or Claude to draft a quote from an existing request or for a new job. It’ll prepare the quote in Jobber for you to review before sending it to your customer. And you’re not limited to asking about Jobber! Since ChatGPT and Claude can connect to other business tools, you can bring information from across your business into one conversation.You don’t need to know anything about coding or AI to get started. Just ask questions the same way you’d ask someone on your team. Learn more and give it a try: 🔗 Connect Jobber to ChatGPT 🔗 Connect Jobber to Claude We’d love to hear how you’d use this! If you could ask ChatGPT or Claude to take one task off your plate, what would it be?
