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 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.I want to integrate Jobber with ____________?
Hey everyone! What have you wanted to integrate Jobber with but gotten stuck on? What application in the App Marketplace seems over your head but you would love to make it work? Drop a comment starting with "I want to integrate Jobber with ...." OR "I want to integrate ______ with Jobber" and finish the sentence. I'll answer ever question with a detailed flowchart, templates and videos where necessary. Let's help everyone save time with integrations and automations!Inventory Management Apps w/ Integration?
Hello all, My name is Kyle, and I'm the Office Manager with my company. Recently, we've made some moves to further improve the list of products that we sell, and services we provide. With this being said, our current method of keeping track of our inventory will have to improve with this. Does anyone know of any inventory management apps that integrate with Jobber that they'd recommend? I've looked into adding Ply into our Jobber, but I'm not entirely sure that it will solve all of our issues. I'm looking for some other routes we could take that could potentially work better for us. Thank you all for any and all recommendations! Kyle
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 [email protected]Track Employee Mileage
We run a property services company, with each of our employees using their own vehicle for work. Our employees are all paid out their mileage reimbursement each pay day. We require a report with all their KM (we are in Canada) each week. I am wondering what you are all using for employees to track and submit their miles/km?
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.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!
