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?How do I see the total dollar value of an upcoming day?
I can't seem to find the total value of a future day in my calendar?? I feel like I am missing something small as that is important information and a lot of people would need that information. I can see the value of today, but when I click ahead to another day it only shows me the name, time and location of the call. Not the total value of the day. Can someone help me find what I am missing!One thing that would really help with the schedule!
Hey Jobber! One thing I notice almost every day when looking at my schedule, is that it automatically goes to the top of the calendar. It's obviously not an issue early in the month when that is what I want to see, but when we are in the later days, I have to scroll down to find the date/week we are in. Could you make it default to center the day or week we are in? Is it that hard to scroll down a little????What scheduling system works best for mobile service businesses covering multiple areas?
For service businesses covering multiple towns or rural routes, what scheduling system has worked best for cutting drive time between jobs while keeping paperwork, client communication, and follow-ups organized? I’m building processes for a mobile admin/logistics support business and want to stay efficient without losing track of documentation in the field. Do you schedule by area, urgency, or paperwork deadlines?
