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How it Works: Custom Fields

Your clients are unique and the jobs you do for each client are unique. How do you keep track of all the important details for each client, each job, and keep your team out in the field informed of these details?

For starters, you should be keeping track of all your client information in a CRM like Jobber. To take your customer relationship management to the next level though, you’ll want to make sure you’re recording information that is unique to your business, unique to your clients, and unique to the jobs you do. This is where custom fields in Jobber come in.

What is a custom field?

Custom fields give you the ability to track and record important information in a number of places in Jobber:

  • Properties
  • Clients
  • Quotes
  • Jobs
  • Invoices
  • Employees

You can use custom fields for a number of things, depending on your business needs:

  • A yes or no check box for a signed contract
  • Account numbers
  • P.O. numbers on invoices
  • The sales rep on the account

Custom fields can be text fields, drop-down menus, and more.

Use custom fields to improve your business

So you’re keeping good records of your clients, quotes, jobs, and invoices. Now the question is how do you leverage your great record keeping to help you run a better business?

There is no specific limit to ways you can use this customized information, but let’s dive into a couple of the common ways you can use custom fields to run a better service business.

Prepare your team

Custom fields can help prepare your team for a job without adding phone calls or extra steps to communication. How is this done?

Use custom fields on the job and client level. Does your window washing crew require scaffolding for a particular job? Use a checkbox as a custom field on the property level so your team is always prepared.

Does your business provide repairs and maintenance? Keep model numbers, serial numbers, and other important product information on file so it’s easily accessible to the field techs. This will help them be prepared for the job and access information quickly when they are on site.

Better reporting

It’s important to regularly step outside your daily operational tasks to look at the health of your business. Reporting isn’t always fun, but it’s important, and with custom fields, you can report on the information that is most important to you.

Tammatha Denyes, a Certified Professional Bookkeeper and friend of Jobber, talks about the importance of reporting. “Running and understanding your reports shows you what has happened in the past, which will help you make better decisions in the future.”

Quote

Running and understanding your reports shows you what has happened in the past, which will help you make better decisions in the future.

Tammatha Denyes, TD Accounting Services Quote

As an example, custom fields make it easy to report on your marketing efforts. Results are not guaranteed with any specific marketing tactic. Because of this, you want to make sure you know where your leads are coming from.

To do this, create a transferable custom field called marketing source and ask new customers how they found you. Use the Client Contact Info, Quotes created, One-off Jobs, and Recurring Jobs reports in Jobber and you’ll see the marketing source of your clients, quotes, and jobs.

Did your customers call you from the lawn care flyers you delivered? Are you having success with your latest Google Adwords campaign? By tracking where your leads came from, you’ll be able to understand what marketing efforts are working. Armed with this information, you can stop spending time (and money) on marketing activities that are less profitable and focus on the marketing strategies that generate business.

Your business is unique. Custom fields help organize your team and help you make smarter business decisions so you can focus on what’s most important; your clients.

Organize Your Business

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