Spreadsheets
I am the VP of Operations for a high-volume surveying company in Texas. We started using Jobber about 10 ago years when we really started to grow and needed a place to schedule and store all of our data. Over the last couple years, we have started experiencing issues with keeping track of deadlines. We have multiple different spreadsheets via google docs where we track timelines. We will use jobber to create a task and once the surveying task is completed, we then create a new task under the same job for a survey drawing to be completed. However, jobber is not great about being able to sort via due dates, so we end up adding this information to different spreadsheets. Those spreadsheets then get additional specific information added to them. I have 5 full time admins now and need to simplify this process so we can be more productive and eliminate the user errors. We do about 3,000 jobs a year through Jobber and then there will be at least 4-6 different tasks created for each job. Does anyone else push this much through jobber each year and if so how do you track your jobs deadlines. I know there are add-on apps that can help with this, so do yall use any of those apps. I am not a IT guy so need all the help i can get here.Handling Miscommunication with Clients
Miscommunication with clients can be a big challenge. I've had a situations where a client(s) misunderstood our weather policy, leading to dissatisfaction. How do you handle miscommunication with your clients? What steps do you take to ensure clarity in your communication from the start?
What's your method for flagging important client notes?
Hey power users: I'm sharing our method and wondering if anyone has a better system for important client notes. We deal with hundreds of client accounts every day and the notes are not visible "above the fold." This leads to important notes being missed often. We started adding an emoji #️⃣ to the client name as a visual cue to the office that they should scroll down and read the notes on this account. It's clunky and the emoji gets dropped during QBO sync sometimes so we have to use both the # and #️⃣. See screenshot below. What do you do? Anything cleaner?Drywall or multi visit scheduling
Would love to hear what others are doing to mitigate the manual chaos of scheduling multiple visits. Currently right now as quotes are approved we build the jobs in a Google sheets we call our schedule board. We build all the visit blocks and then put them on techs accordingly. We meet once a week to go over the board for the following week and once we agree and finalize it we then build all those appointments into Jobber. That summary doesn't sound too daunting but trust me it is, there has to be a better way to schedule jobs as they come in. Less manual intervention. I would love to hear what other companies are doing in this space. Thanks
Kits/Pricing Templates 2 part question
This is a two-part question: Are there plans to introduce kits or templates for quickly creating detailed, itemized estimates? For repeat services, it can be time-consuming to manually add multiple items on the mobile app. A template feature would allow us to add common services with one click and adjust quantities, saving time and enhancing accuracy during the first conversation with the client. Will there ever be an option where a picture of the customer’s home automatically populates once the address is input, similar to apps like Housecall Pro? This feature would provide a quick visual reference of the property, allowing for quicker and more accurate service quotes (e.g., gutter cleaning). It would also help create a great first impression by allowing us to describe the home in detail during the initial phone conversation with the customer.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.
Tips to label 'Products & Services' and 'line items' so AI can identify
Can we get some tips please on best way to set up 'line items' or 'products & services' in QB to ensure Copilot and AI Receptionist can identify? I tried the question 'how many deep cleans in 2024 have we served' in Copilot and it said it 'couldn't use real-time date to answer the question.' We currently have our line items listed as follows for example: Cleaning Services - Residential - Deep Clean Cleaning Services - Residential - One-Time or Initial General House Clean Cleaning Services - Residential - General House Clean - Every 2 weeks Cleaning Services - Commercial - General Clean - Weekly Cleaning Services - Commercial - Deep Clean
