Sales rep in Jobber
I'd like to give access to Jobber to a sales rep who answers the phone and books sales. Likely, this person would be a contract position, working remotely. Inside Jobber, this person would be able to: create a new customer create a new job enter the customer's credit card That's it. No other access. Is there a way to do this in Jobber?Solved244Views3likes1CommentWelcome to the Community! Hi team What’s Your Business Journey? 👋
Whether you’re brand new to Jobber, just starting your business, or have been running a successful company for years we’d love to hear your story! Introduce yourself: What type of business do you run? How long have you been in business? What’s one goal you’re working toward this year? What’s one thing you’ve learned that could help another business owner? This community is full of people at different stages, and everyone has something valuable to share. Let’s connect, learn from each other, and grow together!Solved36Views2likes3CommentsSection for Vendors or Subs
Please help develop a functions to add 3rd party vendors/subs that may be used as needed or 1-time. The primary point would be contact and database of vendors with info and docs needed for our team to access if needed as well as would be nice for them to have scheduling, invoicing with pics and job tracking capabilities.73Views2likes1CommentSyncing Calendars for other users
Hello I'm new here so apologies in advance if this has been asked already, although I have looked and can't see anything relating to it. I was wondering if there is a option where other users within my organisation can sync their jobber calendar but just showing the tasks / jobs that have been allocated to them? Before sharing the link with my team I tried it on a dummy account and I believe it shows all the jobbers, not just theirs. I'm finding that they are having to select each day to see what they have booked in, rather than it linked to their own calendar. Also, is there a little video I can forward onto the team showing them how to you jobber? Many thanks Jo244Views1like4CommentsSell me on Jobber vs Quickbooks Time
My employees struggle to ever set up the Quickbooks Workforce app, which ask them to scan a QR code to finalize set up, but they're setting up from their phone and can't. Has anyone tried both timesheet apps? I'd love to know pros and cons.Solved21Views1like4CommentsHow To Get Non-Admin Employees to Receive Job Notifications in Jobber?
Only admins seem to receive two-way text messages and notifications (quote viewed, deposit received, changes requested, etc.), but I can't make all my employees admins. Has anyone found a workaround so non-admin team members get notified too? How is everyone else handling this?165Views1like3Comments