No more forgetting jobs and details!

[Reach]

And how do you consolidate all the different lead sources (phone, text, voicemail, email, website, Google business page, Facebook, in person, etc.) Into your process? I want potential customers to have a wide range of access to the company, but I can't answer every call and message immediately and put the potential customer right into the computer.

This is exactly what I want to improve!!!

We enter them all into Jobber to run as leads once we have made an initial contact with them. We tag them by source using a custom field, and notes can be added to denote preferred means of communication.

We don’t have time to contact everyone as promptly as I want either, so our marketing company has put together a series of “scripts” that automatically send out emails and text messages; I can connect you with the company we use if you would be interested in a good marketing company to help you out.

I also schedule contacts in Jobber, some of that is automated, and once I have completed a call/email, I can mark it as completed and Jobber makes it easy enough to look back to see what has been done. I believe Single Ops is better at that, but takes more time to configure and costs more.

 

[Reach]

Thank you, I will have a look at jobber, right now I use quickbooks online for invoicing and iphone “reminders” to schedule amd complete jobs etc “reminders” is actually fairly good, you can take pictures, even set map locational reminders when you have close proximity to the flagged location for example, and much more

We use QuickBooks Desktop for our accounting, and import all customers and invoices there once a job is completed or a deposit has been received. Jobber integrates with QuickBooks Online, so that can be easily done (so says Jobber, we don’t use Online, so it’s a little harder for us to do the imports.

Jobber lets us attach photos and does very well with scheduling each step, from quote through to invoicing and even late payment follow ups. Jobber also has route planning, which is handy as often do 15+ quotes a day when we are busy.

Each “task” is assigned to one or more people too, who each get to see what their permissions allow them to see - the crew here can all see the work orders, but only a crew leader can see the dollar values and edit work orders.

 

[ATH]

I don't use the jobber app, but @evo or @Reach , can't you enter info on the app offline?

Jobber has a contact form that is on my website. when a client submits a request, they get an auto-reply "we'll be in touch soon"

 

[Reach]

I don't use the jobber app, but @evo or @Reach , can't you enter info on the app offline?

Jobber has a contact form that is on my website. when a client submits a request, they get an auto-reply "we'll be in touch soon"

Unfortunately no, Jobber does require an internet connection to operate even the app. I wish it did not, that’s one of my few complaints, but it is a very minor issue to me.

We used to use their contact form on our site, and it worked, but we stopped when our marketing company built us one that is better suited to our needs.

 

[evo]

I don't use the jobber app, but @evo or @Reach , can't you enter info on the app offline?

Jobber has a contact form that is on my website. when a client submits a request, they get an auto-reply "we'll be in touch soon"

I don’t know.. personally I hate the app, and only use it to view my schedule on quote day.
One of the huge complaints I have is how the app isn’t very robust, only able to view the schedule per day pisses me off. This includes employees, they can’t see the weeks schedule unless they look at each specific day.

 

[ATH]

I don’t know.. personally I hate the app, and only use it to view my schedule on quote day.
One of the huge complaints I have is how the app isn’t very robust, only able to view the schedule per day pisses me off. This includes employees, they can’t see the weeks schedule unless they look at each specific day.

Agreed. I took the app off my phone and just have an icon on homescreen that opens straight to the web portal

 

[Mike Islander]

Outlook.

 

[Anonymity]

No that the slow season is getting here I’m hoping to nail down a very good system that works for me?

Anyone else have anything they feel is better than jobber? I’ve wasted so much time “setting” up systems name addresses etc…just to get to the point where I find out they are limited in some critical way! Really sucks! So this input is important!

Thanks!

 

[OasisTree]

No that the slow season is getting here I’m hoping to nail down a very good system that works for me?

Anyone else have anything they feel is better than jobber? I’ve wasted so much time “setting” up systems name addresses etc…just to get to the point where I find out they are limited in some critical way! Really sucks! So this input is important!

Thanks!

Jobber just updated their app! You can now view the schedule by day, list, 3 day, or week.

We have been using their system for almost 9 years, and they keep improving it based on feedback from the users.

Seems costs of the program keeps going up too....There is a cost to efficiency, but not being efficient costs more.

 

[Mick Dempsey]

You guys that run multiple crews and jobs definitely need something like that.

As a one crew outfit I get by on a diary with all the info, numbers, schedules, prices etc. in one place.

Lots of stuff gets lost/forgotten (Edit SOME stuff)

If you’re poorly organised you’ll be poorly organised whatever you use.

I’d mark myself 7.5 out of 10.

 

[Reach]

No that the slow season is getting here I’m hoping to nail down a very good system that works for me?

Anyone else have anything they feel is better than jobber? I’ve wasted so much time “setting” up systems name addresses etc…just to get to the point where I find out they are limited in some critical way! Really sucks! So this input is important!

Thanks!

In my opinion, the one system that is better than Jobber is SingleOps. However, it is more complicated to set up and to operate, so unless you have more than four or five crews running, I think Jobber will work wonderfully for you. That is what we use right now, though we plan to switch to SingleOps after we add a couple more crews in a few years.

 

[ATH]

You guys that run multiple crews and jobs definitely need something like that.

As a one crew outfit I get by on a diary with all the info, numbers, schedules, prices etc. in one place.

Lots of stuff gets lost/forgotten (Edit SOME stuff)

If you’re poorly organised you’ll be poorly organised whatever you use.

I’d mark myself 7.5 out of 10.

Most days we are one crew...some days we separate into 2.

I've found Jobber to be a HUGE help with efficiency. Invoices are almost always sent while I am sitting in the truck in the client's driveway.

I kept everything in books for years. A couple of years ago, I lost one of those...that got me thinking I should have something to back up the information. I never thought I'd be spending as much as I do on Jobber, but it works really well.

In addition to the time I save on invoicing, I probably save 20-30 minutes per month preparing sales tax data. I do Christmas cards...pulling the mailing list from Jobber instead of my old Excel spreadsheet (that was always incomplete....that organization thing!) probably saves me 2 hours. It makes it really easy to look up a client's phone number to call them and let them know we've scheduled their work. Also makes pesticide treatment records easy (but that needs some improvements to make it better aligned with state reporting requirements...it works, but I have to put a couple of things in the "notes" section to get everything.

 

[Anonymity]

In my opinion, the one system that is better than Jobber is SingleOps. However, it is more complicated to set up and to operate, so unless you have more than four or five crews running, I think Jobber will work wonderfully for you. That is what we use right now, though we plan to switch to SingleOps after we add a couple more crews in a few years.

Thank you

 

[Anonymity]

Most days we are one crew...some days we separate into 2.

I've found Jobber to be a HUGE help with efficiency. Invoices are almost always sent while I am sitting in the truck in the client's driveway.

I kept everything in books for years. A couple of years ago, I lost one of those...that got me thinking I should have something to back up the information. I never thought I'd be spending as much as I do on Jobber, but it works really well.

In addition to the time I save on invoicing, I probably save 20-30 minutes per month preparing sales tax data. I do Christmas cards...pulling the mailing list from Jobber instead of my old Excel spreadsheet (that was always incomplete....that organization thing!) probably saves me 2 hours. It makes it really easy to look up a client's phone number to call them and let them know we've scheduled their work. Also makes pesticide treatment records easy (but that needs some improvements to make it better aligned with state reporting requirements...it works, but I have to put a couple of things in the "notes" section to get everything.

Thank you! It’s helpful

 

[Leafguy]

Curious for those who are using a paid software program, how many invoice are you processing a year? If you're comfortable telling. Some of the software prices seem to be a little pricey if you are a small crew 1-3 people. Jobber would cost me about $1000/year for the basic.

I use pen and paper for notes. Send out a templated invoice/quote when I get home. It takes very little time. The biggest time saver for me would be giving the reports to the accountant. Talking with them though, I save zero money if I drop a stack of invoices on there lap or email it. Same as receipts. No cost saving on my end if I organize or not.

I do like CRM(emails/ph# ect) part of the app.

I see if you are a big company, with multiple crews and a sales team. Sometimes all these costs and apps can be fatiguing.

 

[ATH]

I started using Jobber early 2020. Today's invoice was #1041.

You can save a little by referring others to Jobber. @Reach referred me. I'd be happy to give you a referral code which gives you (and me!) 2 free months if you subscribe. So while I'd take that...I'm recommending it because it has been a big time saver and helps me organize. The biggest downside is more clients pay by card which takes processing fees...I've tried to bump prices a touch across the board to make up for that.

 

[Jehinten]

Curious for those who are using a paid software program, how many invoice are you processing a year? If you're comfortable telling. Some of the software prices seem to be a little pricey if you are a small crew 1-3 people. Jobber would cost me about $1000/year for the basic.

I use pen and paper for notes. Send out a templated invoice/quote when I get home. It takes very little time. The biggest time saver for me would be giving the reports to the accountant. Talking with them though, I save zero money if I drop a stack of invoices on there lap or email it. Same as receipts. No cost saving on my end if I organize or not.

I do like CRM(emails/ph# ect) part of the app.

I see if you are a big company, with multiple crews and a sales team. Sometimes all these costs and apps can be fatiguing.

I'm currently paying $120/year (I save a little by paying one payment annually vs a monthly payment) for the pro version of Joist.

When I first started using it, I used the free "intro version" then I upgraded to have use of some of the other features. At the time that was the only two price/feature options. Now there is a "pro elite" with a few more features that runs $300 annually or $30 monthly.


Very affordable for what you get in my opinion and it works better for me than excel did, however I do not own a computer and joist is much more phone friendly than Excel is.

 

[evo]

Curious for those who are using a paid software program, how many invoice are you processing a year? If you're comfortable telling. Some of the software prices seem to be a little pricey if you are a small crew 1-3 people. Jobber would cost me about $1000/year for the basic.

I use pen and paper for notes. Send out a templated invoice/quote when I get home. It takes very little time. The biggest time saver for me would be giving the reports to the accountant. Talking with them though, I save zero money if I drop a stack of invoices on there lap or email it. Same as receipts. No cost saving on my end if I organize or not.

I do like CRM(emails/ph# ect) part of the app.

I see if you are a big company, with multiple crews and a sales team. Sometimes all these costs and apps can be fatiguing.

Hmm let’s see, I’m on inv #2487 and on quote #2200
2016 was the year I shifted.

Yes it’s easy to do everything jobber does, I’m about the same size as you 1-3 people. The difference in the quote number vs invoice number is probably because I started charging for quotes, and consults just get an invoice.

The benefit is the website integration, and I can just call folks back and leave them a message saying ‘to get on my list, just go to my website and fill out a work request form’. There is spells out my schedule for quotes, fees, and I get all their info. It also vets tire kickers and boosts website traffic!
I click and drag appointments around on for quote day with a route, jobber sends them their time slot, via email and text.
I show up, talk with them for a while, write down some notes and take photos of the trees.
At home I compile and edit the photos with arrows and circles then email them off through jobber. Which jobber automatically follows up in a set amount of time as a reminder/nudge.

If I were more on it, I should click and drag the approved quotes with a notice emailed of the date of work. The ones who are more tech savvy can see when the job is scheduled or changed on their portal login.

Employees clock in and out through jobber. And I just plug the numbers into payroll

For invoices, it’s pretty much just rolling off the job, email and text the invoice. I make a point to tell them my preference is check, but they can pay online with a card if they like.

There are some improvements I’d like to see, but for not having anyone else help out in the office it’s a HUGE time saver.

I’ve upgraded to the grow plan and it’s certainly not CHEAP! But for the 359 invoices I’ve had this year, 254 quotes and 2887 emails sent to clients it pays for itself very well. If I were to pay an office person to do this all it would amount to a good 5-10 hours per week.