Thanks rivet0r. We just hired a new full time developer to work solely on the mobile side of things. So native apps and improvements to the mobile site are in the works. So that is something that we will for sure take into account.
Google Calendar Sync is something that we cannot control unfortunately. It checks and refreshes whenever it wants to and does not support real time sync. We don’t have a way to force the update on our end.
That is an interesting idea for reminders for those who have gone without service. We do plan on putting in reminders for people who have long term contracts to remind them to renew them, but a reminder for those who have not had any service for a time so you to follow up is something I will pass on to the developers.
why can’t you just use the calendar in tablet mode? what’s impossible about it? i just tried it and it seemed fine.
you could just schedule a task for six months down the line every time you service a client. just make a task that says “reminder call for so-and-so” and set date and time for whenever you want to do it. this might be a simple workaround until the reminder functions get built in.
So you’re telling me to pay for a service, only to have to find workarounds for the things that don’t work well?
Are you a solo gig? Try answering a call while working and stumbling through a calendar that isn’t meant for the device you’re using, checking your schedule and inputting an appointment. Using jobbers calendar doesn’t provide pop up notifications on your phone, nothing. This would be a downgrade from what I’m doing now.
As for the reminders, thats currently the way I do it and it becomes very clustered very quickly when you have all these random pop-up reminders on your phone mid job. Not to mention, if you can’t get a hold of them, or they tell you another time, etc etc. It becomes an unorganized mess and a ridiculously full calendar.
Not to mention, why would I opt to pay for a service that isn’t providing me what I need? Pay a subscription fee, only to have to do the same thing I do now, but even more of a hassle?
[MENTION=3449]rivet0r[/MENTION]
ok. i wasn’t [I]telling[/I] you to do anything. Just made a couple of suggestions for simple workarounds that might help (if not you, then maybe some other reader.)
anyways, a dedicated crm is probably overkill for a solo operator.
I know, just explaining myself better so it makes a little more sense
Just trying to leave some feedback so fellow squeegee slingers can better make a decision
I wouldn’t call a CRM overkill for a solo gig whatsoever, trust me I turn a lot of work and I need some more organization and things to make my life easier. I love my clients info on hand while out and about, everything else I really like about Jobber, I really do. Just lacking a few things that are pretty essential for me
i think google’s services can do most of what a smaller company needs really well, and for free.
my company has ranged from 4-6 people in the field for the last few years and i’ve run everything off google. it’s worked out pretty good. the only reason i’m looking at crm’s right now is because i’m looking at more growth in the next couple of years and want a platform that’s up and running before that happens.
with google i share the job calendar with each crew. each job (appointment) can have notes, even links to addresses and whatnot. the reminders are flexible. it looks and works good on every platform. i use the contacts as my customer info database.
the only thing it’s not good at is tracking numbers and automating reminders. that’s where a crm is more useful.
Do you add the custom fields 1 by 1 to your Google contacts, or just keep it in notes? I wish Google would let you make a template to use for contact info, it would make things a lot nicer.
How do you look up info when out in the field? I would love one platform to use rather than 3…
I really do enjoy how easy it is to track and search your customers data with Jobber, I just need a better and seamless integration with my scheduling
i don’t use any custom fields, unless i have to add an additional phone number, or for instance, a number for a house manager that i want to show up in a customer’s contact entry.
i just keep pricing info and most recent service date in the notes field. when i need customer data in the field i just use the contacts on my android phone. everything is right there. my ipad is synced to my google account too, so i have the same data on it. it’s easy to edit on any platform.
for calendars, i just create specific ones for each crew, and one for myself labeled “admin”. and then share those calendars with the guy’s gmail accounts. then they can access and edit the same calendar wherever they are.
Well as i get deeper in.
Yeah… i hit a couple “bumps” for me…
No way to put prices on Day Sheet Printout.
When i asked about it, was told " if a worker needs that info sign them up to get it on phone"
I am a small biz that uses occasional PART TIME help that i don’t wish to have to pay for part timers using it.
They can use a DAY SHEET …
WORK AROUND-- when creating a job i now put the price 0r the word “INVOICED” in the “more description” area.
Now i can print out a day sheet with prices so i can hand it to my part time help an they see how much to collect.
Recurring Route Work.
90% of my clients pay monthly with cash or check as soon as job is completed.
WHY do i HAVE to hit the COMPLETED button, THEN have to CREATE a invoice, THEN mark as sent, THEN mark as paid??
Why can’t one just hit the COMPLETED button, Then have a choice to Mark as paid, Create a invoice, or do nothing.
When the “mark as paid” is hit, it should take you the PAYMENT BOX WITHOUT having to create a invoice.
Creating a invoice for each job is just a lot of excess, especially, if the account has all ready paid, and a invoice is not needed…
I think creating an invoice for each job is an unnecessary step as well… I think when the job is marked as complete, an invoice should be created automatically… I can’t think of any situation that you would want a job marked as complete without an invoice being created…?
I can’t imaging being in the field and not being able to look at my calendar and tell a client when I can fit them in. If I have to say let me call you back when I get to my office I might as well be using a paper wall calendar.
We’ve heard this particular request a number of times now and are working on a better workflow solution that will allow you to ‘Complete’ a Job which will allow you to record a payment, and have the invoice created and marked paid automatically.
The Issue I always am having away from the office is not being able to view my calendar when on the phone… A customer will call me to schedule and I cannot load up my calendar because internet and phone cannot be used simultaneously with Verizon… This happens multiple times every day. I have to tell them ill call them back, hang up, then check the schedule… It sucks
Yup, this was one of my other concerns as well… obviously for route work, or on site payment. Way too many steps involved just to mark it as finished and paid.
Yup, I do. I thought it would be more of a network limitation, that’s odd. I’d get a new phone ASAP, I couldn’t handle not being able to schedule right then and there.
