LANDSCAPERS: Let's unite on best practices...
Calling all landscape home service companies! We are a full-service landscaping company doing everything from irrigation, fertilizer and lawn maintenance programs to large projects. We've used Jobber for about 6 years and 'figure it out' as we go but tend to have to do a lot of manual work and workarounds. Wondering how others in the biz are best using Jobber and what kind of administrative help you employ to help manage it. For us... we have 3-4 people dedicated in the office at all times. We have 2 people dedicated to scheduling services and customer service for existing clients. We have another dedicated to billing daily, and another for administrative support to strictly field new requests and ensure people are being responded to. We use Trello to help manage all the tasks and customer status. It's a lot to manage. There's a lot of room for error. Setting up jobs is very manual. Scheduling can be pretty manual despite knowing there are ways to mass schedule in Jobber. Tags get super messy and are only so reliable. There isn't a great way to enforce good notes from techs in the field. Job Forms are only really for customer leave behinds and don't help with billing so the open notes field is really the only way to gather info from the field for invoicing... Interested in whatever others have to share that are really working for them!Summer 2 weekly/winter 4 weekly job scheduling
Wondering if anyone has ideas of how to setup/manage jobs on the schedule across winter & summer. We have a lawn and garden care business, most jobs are on a 2 week schedule during summer. And 4 weekly in winter. So twice a year around the change of seasons I manually edit each job to change the frequency as well as the job title so I can easily see that all jobs are scheduled correctly for the season. As we grow and gain more jobs, the time involved in this is growing as well... interested to hear if anyone else has thought of a more efficient way to handle this? Currently the process is: click job on the schedule > click the Job # > click Edit > update Job Title > select "New Custom Schedule..." > enter new number and click Ok > click "I Understand" > click Update Job. Repeat for every job... this easily takes me a whole day, if not longer after interruptions from regular business operations... Seasonal scheduling is the only way I can think to really solve it - for example "every 2 weeks from September to April" then "every 4 weeks from May to August". There is a transition period between the seasons when we'll adjust jobs to 3 weekly, which depends on the growing conditions at the time, but if there was a way to set the 2/4 weekly schedule I'd just be able to tell customers that the visits are set.Projected revenue
I would like to look at my upcoming schedule (by day, by week, or a custom range), and see the projected revenue based on future visits. I own a lawn service/maintenance company, and we invoice our customers after every visit. For example, when I see tomorrow's schedule, I would like to see the total number of visits, the revenue associated with each visit, and the total revenue for the day. I have never found a report in Jobber for this. I'm surprised that it isn't on the dashboard. Does anyone else think similarly? Are there easy work-arounds?
Direct Call Leads
We only pay per qualified conversation with homeowners. After a few years of hunting down bad contacts, getting ghosted and wasting money on ads and ad managers we internally built out a system that only costs money when a homeowner directly calls us looking for our services. It’s been a gamechanger and we even started selling these calls to other roofers and other industries/home service companies because there’s no real risk. Either you talk to a homeowner who wants you to come out, or you don’t pay. They can be kind of expensive but our ROI is at about 3.4x for a while now using it so I’m never going back to our old methods…unless someone has a lower risk option that doesn’t consume a ton of time.
