Lucian data & admin - Lisa

• zapier for automation
• trello
  • hr uses it for incidents & cases
  • proj mgmt
  • breakdown analysis on projects that go over quoted hours
  • improvement log
• jobber is missing checklists
  • exports timesheets to quickbooks
  • CRM
• google sheets
  • kpi’s - revenue, sales, quote conversions, labor utilization
  • exports from jobber
• install manager - Destani - logistics, trucks, trailers, equipment,
  • manually takes approved info & puts it into trello

Typeform → calendly → [email protected] → Destani manually converts a date request into a site visit

22 jobber profiles

estimator handles site sketches & quote building, install or crew lead - thinking through logistics

when an install or a crew lead isn’t on a site visit with an estimator, can go over on project estimate.

• they miss details like delivery, order of ops, logistics, complications

marketing done by Lucian with an email campaign, facebook & instagram