Where Can I Find Training Videos to Help Field Crews Learn Jobber's AI Voice Notes Feature?
So I am down here in Washington State we are a Electrical contracting company. I watched the Seminar yesterday morning. And was very excited. About some of the stuff that I could already do. And some of the stuff. That will be rolling out. I was showing some of my guys. The AI button so that they could add. Notes to the jobs. But we were having trouble with the function working. Is there a video on Youtube or something that we could watch? That would help us learn how to use it better. I am trying to use this program. For all of its benefits. So I really want to learn how to use. As much of it as I can. Also, the app on the phones is a little hard to use, especially for some of my guys who are not very tech savvy. And we are just now getting in. To the tech world. Is there somewhere I can go or have the guys go? Where they can watch videos to help them learn how to use it.Syncing Jobber to Google Calendar
Are any of you time blocking people? Well I'm an aspiring time blocking person and I just learned I can have Chat GPT do it for me instead of me slaving away on google trying to get everything dialed. What I realized was my tasks in jobber would have to get synced to google manually and that's super annoying. Wait - turns out Jobber quietly solved this and I didn't realize. I made a video showing yall how to sync you site visits, jobber tasks etc right on your calendar. https://www.loom.com/share/601da88e9b77434c84f7fa17ead4963c Hopefully that's helpful!
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 :)
