How to manage and optimize leads before they become paying customers?
I am looking to optimize leads, plan routes for the sales departments and optimize so staff is not zigzagging all over town. These are not visits as no jobs are created yet, these are leads. I want staff to hand out flyers, business cards, etc. Is there a way to manage and optimize routes from the client list, specifically for clients who have not converted from a lead to an actual yet? How are others managing this? My prospects are typically other businesses as we are a B2B operation.Client Communications
I would like to see space to log our own client communications - not in notes! For example, when we chase quote, we sometimes email but other times we call the client. Unfortunately there is no where to log that they were called including date and time unless i put it in the notes on the quote. Or the notes on client page, which then does not include the items sent via Jobber. It would be handy to have a communications area that we could add communications too that also included the quote number to so we could search and see only communications related to that particular quote. This feature would be particularly handy when dealing with property managers who have 10 sites in quote stage.Today button
Good Morning everyone Are any of you annoyed that when you hit the Today button on month view - it goes to the beginning of the month not todays date. I regularly have to put information into later parts of the year, when complete I hit Today to return to todays date, unfortunately because I work in month view, it jumps to the beginning of the month. Frustrating because if todays date is 25th of the month I then have to scroll to find it. Therefore it is not today! Apparently if you work in week view, it returns to beginning of week, again this is not Today. Its only in Day view that it will actually take you to today. All I would like is when I click Today, it actually takes you to TODAY!!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?
Quotes can be the wrong tool. Estimates avoid disputes, protect margins, and elevate professionalism
Quotes and Estimates are fundamentally different, and not having both options is genuinely problematic for us. Fudging it by adding exception language to a document labeled as a Quote communicates that we aren’t committed to the quote, that we can’t accurately assess or execute our own services, and that we don't have the basic ability to simply send the correct type of sales form. Every workaround risks the sale and our professional image. How do you protect yourselves when a job clearly requires an Estimate instead of a Quote? Would having the option to create either a Quote or an Estimate, so you can send the correct sales document for each job, help you run your business more effectively? I believe some people are employing entirely different software for quotes and estimates. Considering that the ability to send an Estimate is a critical and basic business requirement, would it make sense for Jobber to add the simple option of changing the word "Quote" to "Estimate" when needed? They could still fall under the heading of "Quotes" in the UI, because only the word on the form being sent to the client, and the word used in the related message, needs to change. That's simply front-end work to implement and not a major feature update. The beauty of web-based applications is that it is programmatically easy to add simple functionality to expand the capabilities of basic features that affect nearly all users, requiring only a willingness to spend a little time improving the product's core functionality: helping us grow and manage our businesses.
Job Form Additional Characters
Hello, Does anybody utilize the job forms for providing findings for clients? I have been using the job forms and just recently noticed that the "long answer" option isn't quite long enough for some of the job findings that I write up for certain jobs. Does anybody have an efficient work around for this? Cheers,💡FEATURE REQUEST: Schedule Send Communications
When I’m ready to send an estimate or invoice, Jobber makes it easy to send directly to the customer. The issue is timing. I often finish admin work outside normal business hours because I’m in the field during the day. When I send estimates/invoices late at night, it can feel unprofessional (or at minimum, it triggers customer replies at weird times). Current workaround: I send the estimate/invoice to myself, then schedule send it to the customer later during business hours. Phones make this easy. It works, but it’s extra steps. Feature request: Add a “Schedule Send” option when sending estimates and invoices, similar to email scheduling. Ideal behavior: At send time, give options: Send now / Schedule send For schedule: choose date + time (and time zone handling) Queue it and show status like Scheduled / Sent / Failed Allow cancel/edit of scheduled sends This would save time, reduce mistakes, and keep customer communications going out at appropriate times without requiring a workaround.Question for Jobber Team: Why Are Filter and Sort Settings Not Persisted?
Across every core page, Jobber relies on sortable and filterable lists. Filter and sort settings are not persisted, not across sessions, not across navigation, and not even within the same page during a session. This forces users to: Reapply filters Re-sort columns Rebuild the same view they just set up moments ago Workflow comes to a full stop every time this happens. Unless users only use the default list views, it is impossible to work efficiently when moving between pages. This is not a “feature request.” It is fundamental software behavior that has been solved in applications for decades. Any tool with sortable and filterable lists as a core component must persist these settings. There are multiple well-understood ways to do this, including: Persisting settings in the URL so navigation or session reloads maintain state Storing preferences in session or local storage Saving user-level defaults or remembered views Why does Jobber not implement one of these basic solutions? Jobber positions workflow efficiency as a core value. Why are users who rely on sort and filter options condemned to endless repetitive actions? Instead of working on my business, why do I have to spend that time creating scripts that save sort and filter changes and reapply them every time the page loads? This is a critical UX failure that directly slows daily work for nearly everyone. If this is technical debt, it's too big to keep ignoring at the cost of user experience. When will this be addressed?Why is Property Name missing in add/edit property? (It's visible in client edit view.)
When viewing a client's properties on the Client page, I noticed that the left column is oddly empty: Clicking the + New Property button or clicking on an existing property and clicking the Edit button opens a dialog with the following fields: However, clicking on the Edit button for the client, scrolling down to the Property address section, and clicking the Add Another Address button, a dialog opens with an additional field, Property name: Adding a property name displays that info in the left column of the property list on the client's page: This seems like the intended functionality because: Assigning names to properties makes working with multiple properties much easier. The feature is already built into the product and should be fully functional. So, to fix the missing data field in this dialog: Typing ~5 lines of existing syntax 10-15 minutes of testing Minimal time for code review / QA sign-off Deploy in the next scheduled update It seems extremely unlikely I am the first to report this, yet I first raised this issue nearly five months ago and was told the feature was not implemented, even though it is clearly used elsewhere, showing it is intentional and fully functional. I followed up three and a half months ago with the exact code showing how simple the fix is. From my experience across the software production cycle, this is a simple functional omission bug: a UI regression that hides an already implemented feature and disrupts user workflow. The fix is trivial and low-risk. Realistically, from checkout to review, QA sign-off, and deployment, it requires maybe 60-90 minutes of human time. Can you confirm whether this fix is scheduled to be made, and if so, when it will be applied? Thank you.
New to Jobber, Quotes including pictures worth it?
Hey guys, I wanted to hear your thoughts on jobber quotes not including pictures for estimates in the core package? We are a full service property maintenance & Landscaping company. Anybody switch from core to grow because of it? We have a small team but growing. Last crm did have this feature on their middle plan and our clients loved it. It was extempore helpful to us as well. Was wondering if this is something we should switch to that would make a huge difference?
