How Do I Set Up a Jobber Visit

To set up a Jobber visit, start by creating a new job in the Jobber app. Enter the customer’s information, including their name, address, and contact details. Then, select the services you’ll be providing and the estimated time and cost. Next, schedule the visit by choosing a date and time that works for both you and the customer. You can also add notes or instructions to the visit, such as any specific requests the customer has. Once you’ve completed all the necessary fields, click “Save” to create the visit. Jobber will then send a confirmation email to the customer with all the details of the visit.

Choosing the Right Jobber

When looking for a jobber, it’s important to consider their reputation, experience, and the services they offer. Ask for referrals from friends or family, or read online reviews. Check the company’s website for information on their experience and services. Once you’ve found a few potential jobbers, contact them to discuss your project and get a quote.

Scheduling the Visit

  • Contact the jobber. You can do this by phone, email, or online form.
  • Provide the jobber with your contact information and the address of the property.
  • Describe the project you need help with. Be as specific as possible.
  • Schedule a time for the jobber to visit your property.

Preparing for the Visit

Once you’ve scheduled a visit with a jobber, there are a few things you can do to prepare:

  • Clear a path to the area where the work will be done.
  • Have any necessary materials on hand.
  • Be present during the visit. This will give you a chance to ask questions and discuss the project in detail.

During the Visit

During the jobbers visit, they will assess the project and discuss the following with you:

TopicDetails
Scope of workWhat tasks need to be completed and the materials required.
TimelineWhen the work will start and finish.
CostThe total cost of the project, including labor and materials.

Once you’ve discussed the project with the jobber, you can decide whether or not to hire them. If you do decide to hire them, be sure to get a written contract that outlines the scope of work, timeline, and cost.

Scheduling an Appointment

To schedule a Jobber visit, follow these steps:

  1. Visit the Jobber website or open the Jobber app.
  2. Log in to your account or create a new account if you don’t have one.
  3. On the Jobber website, click on the “Appointments” tab. In the Jobber app, tap the “Create” icon and select “Appointment.”
  4. Fill out the appointment details, including the date, time, location, and description of the job.
  5. Select the technician who will be assigned to the job.
  6. Send the appointment confirmation to the customer.

You can also schedule appointments on behalf of your customers. To do this, click on the “Customers” tab and select the customer you want to schedule an appointment for. Then, click on the “Appointments” tab and follow the steps above.

You can also set up recurring appointments. To do this, click on the “Recurring Appointments” tab and select the appointment you want to make recurring. Then, choose the frequency of the appointment and click on the “Save” button.

Table of Appointment Options
OptionDescription
Date and TimeSelect the date and time of the appointment.
LocationEnter the location of the job.
DescriptionEnter a brief description of the job.
TechnicianSelect the technician who will be assigned to the job.
Recurring AppointmentSet up a recurring appointment for regular maintenance or service.

Preparing for the Jobber Visit

To ensure a successful Jobber visit, it’s crucial to prepare thoroughly. Here are some steps to follow:

  • Gather relevant information: Collect all essential documents and information related to the job or project you’ll be discussing.
  • Create a clear agenda: Outline the topics you want to cover during the visit, including the scope of work, timelines, and budget.
  • Set up a meeting space: Designate a comfortable and well-lit space for the meeting.
  • Confirm arrangements: Reaffirm the date, time, and location of the visit with the Jobber.
  • Prepare questions: Anticipate questions the Jobber may ask and gather answers from your team.
  • Provide job-specific details: If there are any specific requirements or complexities related to the job, inform the Jobber beforehand.
  • Be flexible: Understand that unforeseen circumstances may arise, so be prepared to adjust the schedule or meeting arrangements as needed.

By taking these steps, you can effectively prepare for the Jobber visit and increase the likelihood of a successful outcome.

Post-Visit Evaluation

After the Jobber visit, it’s important to evaluate its effectiveness. This will help you determine if the visit was successful and if there are any areas that need improvement. Here are some steps to consider for a post-visit evaluation:

  1. Gather feedback from attendees. Ask attendees for their thoughts on the visit, including what they liked and what could have been improved.
  2. Review your own notes. Take some time to review your notes from the visit to identify any key points or areas that need follow-up.
  3. Compare your observations to your goals. Consider whether the visit met your objectives and if any adjustments need to be made for future visits.
  4. Identify areas for improvement. Based on the feedback and your own observations, identify any areas where the visit could be improved in the future.
  5. Document your findings. Create a brief report or summary of your evaluation, including the feedback you received, your own observations, and any recommendations for improvement.

By following these steps, you can ensure that you are getting the most out of your Jobber visits and that they are effective in meeting your goals.

Jobber Visit Evaluation Table
CriteriaRatingComments
Overall satisfaction
Knowledge of job seeker needs
Communication skills
Ability to connect with job seekers
Overall effectiveness

Whew, there you have it, folks! You’re now equipped with the insider’s scoop on how to set up a flawless jobber visit. Remember, it’s all about being prepared, making a good impression, and building those all-important relationships. Don’t forget to put your newfound knowledge into action.

Thanks for hanging in there with me. If you have any burning questions or need a refresher, feel free to drop by again. I’ll be here, ready to dish out more helpful tips and tricks. Until next time, keep those jobbers hopping and keep your business thriving!