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.
Force Receipt to email to same email as invoice
We have several clients with multiple contact email addresses. Jobber is emailing paid invoice receipts to whichever email is 'starred' in the communication email list. Does anyone know of a way to force the paid invoice receipt to go directly to the same email that was chosen for an emailed invoice to be paid?
How to manage duplicate clients, flags, and scheduling visibility in Jobber?
Hello, A few things I'd love to see added to jobber, if not already there and I have the wrong package. Being able to merge clients! When multiple people answer the phone, some do not check for previously entered spelling errors and such, we end up with multiple duplicate clients. Multiple jobs/invoices are scattered within all the duplicate clients. Being able to flag clients, maybe a color coded flag like red for no service at all, yellow, needs payment collected first or allow us to label our flags how we need to. Or give us a drop down box to make selections by color, or a preview box so we see it as soon as the clients name is entered before scheduling and without it being on the profile for invoices and receipts. Color highlight for clients that are on the schedule, like if someone is flexible and can be worked in on a day we have a cancelation or a color if they have to have a solid appointment day. These colors need to be separated from the team colors and be able to be seen on the calendar view so CSR's can see at a glance that someone can be worked in right away if there is a cancelation. That's all I got for now :)
What tools are anyone using for team communication?
The internal communication in Jobber is not robust enough for multiple team members, especially when we may be working on the same customer/job at different times. Features needed: - ability to mention/tag other team members so they are notified of the comment or message - keeps the communications "within Jobber" at least in knowing which customer the communication pertains to Is there a 3rd party tool/plug in that anyone has found useful for this need? Or even better, Jobber team, is there any plan to deploy this as part of a standard feature?
