Can I create a job with photos for an employee to check off that a certain issue has been resolved?
This is a bit of a longer question but I am curious if this could be done... If I go a house and take photos of 12 issues that need to be resolved, can I create a checklist or job form that shows each of those issues as a list? Then add that list to a team members schedule and have them check off that it has been completed? Even attach a photo of the completed work below the photo of the issue? It would also be great to be able to send that completed list or form to the customer to sign off on and collect payment. I would like to position myself to do more of the sales and inspections, then send a team member to the house to do the actual work sealing the home or solving the issue. I have been working out a few ways in my head to make this structure work and I really hope Jobber can help me do that. Does anyone else work in this way? Are there are recommendations on how people have made it work?
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.How do you use your services list to increase the value of every job?
I constantly go into my Products and Services page and update wording, add services, and just basic review. This is so important to me because the whole base of my business is to be full-service to my clients. If I see an issue while doing my inspection, I either propose to do it for them or have a small network of other service pros I can call to solve the problem. That is why my list of products and services is so important. I can pop that into a proposal and quote it in seconds, then present it to the client after the inspection and tell them everything we can do for them. It has been working out really really well and I do owe a lot of it to Jobber having this feature at my finger tips. Some calls double in value simply because I am presenting them to a client right then and there. It does take some time off the road to review and make sure everything is looking professional and accurate, but when that turns into revenue on the road I feel validated spending some time reviewing these details. Presenting them a professional and itemized proposal for everything I can do to help them is so so so handy for me. Does anyone else work like this? When add-ons can really start to add up value to a call? Did you spend time working on your lists to make them ready to go at each call?Double check you have the right city when the autofill picks an address.
I like that Jobber has the autofill feature when filling out an address for a new client. Yesterday though, I didn't double check I had the right city, and had to drive 90mins out of my way, there and back when, funny enough I was 12 mins away from one call to the next. Make sure you all have the right city when you're picking an address from the drop down!
Customize Jobber with ADI, SAS, ect Catalogs
Hi, We recently noticed that Jobber now offers Home Depot as a catalog option, which has been a great addition and very helpful for our team. We are wondering if it is possible to add additional supplier catalogs, such as ADI, LiftMaster, SAS, S&SI, and similar vendors, in the same way the Home Depot catalog is integrated. Since our company specializes in security systems, gates, and access control, having catalog options from suppliers within this industry would be extremely beneficial when creating quotes and managing materials. Does anyone know if this functionality is currently available, or if there are plans for Jobber to expand catalog integrations to include other suppliers? This would be a valuable feature for companies working in specialized trades like ours.Editing a job from the schedule section?
Maybe I am missing a button somewhere but... Is there a way to edit a job (add a product or service, change unit prices) from the schedule menu? A client calls before I am at the job and wants to add a certain service to the job booking, so I click on the job from the schedule menu and all I can change is the quantity, service date/time or Job Title. Even when I click Edit or View Details I still can't change any of that information. Does anyone have a work around rather than having to click out of the schedule and go into the Jobs section?
Looking for a jobber consultant/expert
My septic company recently invested in Jobber as a means to move away from endless paperwork and redundant data entry. We use software like Quickbooks Online, Filemaker Pro, and CompanyCam. Anyone who can help us integrate our work and migrate our data into jobber and train me would be greatly appreciated!
Thoughts with OpenPhone?
Hi! We currently using Ooma as our soft phone as it's integrated with Jobber. Unfortunately, only almost 2 months in and we're experiencing a lot of issues including missing voicemail and poor syncing of call logs. We recently notified about new softphone VOIP integration with Open Phone. Does anyone already using it? What's your experience so far? Your response is much appreciated!
