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. ThanksBest 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 !
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.
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?
Automatically upload files and text to clients profiles?
Hello, I are curious if anyone has successfully found a way to automatically upload files / text notes onto a client's profile within internal notes on Jobber. Vision - voicemail audio files are uploaded to a clients profile inside of the internal notes section; by matching the phone number to an existing client within jobber. If the number cannot be matched to an existing client, the automation stops. At the time of writing this, Zapier + Jobber allow for notes / files to be uploaded to a request but not to a client profile.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 🙌
Marketing companies that ruin your business
So we’ve been in business 3 1/2 years now and have been relatively busy we have our showtimes but for the most part for the small company we have we can pull in about 100,000 a month that is before we transfer marketing company which was highly rated and Seemed fun. It was costly though and after several months 5 to 6 months of draining my bank account there was nothing to show for it. There was no work for us. Our business got lost somewhere and website Wonderland unfortunately when I called and asked them and requested help I was ignored and given a rude statement, they drawn my yelp , they took my calls calls. I have no schedule for the last one. This has happened to anybody else. What do you do to pick up again? How do you start all over?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
