u/minglee07

Hello all, currently our team is using jobber and hubspot. For clarity we are a window and kitchen installer/distributor. We use jobber for creating quotes, schedules, jobs, and we get all our financial data through there. We just starting using hubspot as a way to track customer communication because there were gaps from our sales team that needed to be tracked.

The main issue i'm already seeing is multiple entries of clients and redundancy. Currently when customer information comes in we create the client in jobber, create the client as a company in hubspot (even if they are a homeowner) and then create the client again with the same information as a contact and associate it to the company.

Somewhere in this process we create a quote in jobber for the customer and also create a deal in hubspot so we can associate communication through the deal. This is where the issue lies is doing everything twice, I am trying to solve for this problem. Currently it doesn't seem possible to quote through hubspot at least now cost wise, i've been looking into jobbers client communication side of things and can't seem to find if its good or not.

There are also redundancies when it comes to writing out orders and invoicing but that is for another time.

Hello all, currently our team is using jobber and hubspot. For clarity we are a window and kitchen installer/distributor. We use jobber for creating quotes, schedules, jobs, and we get all our financial data through there. We just starting using hubspot as a way to track customer communication because there were gaps from our sales team that needed to be tracked.

The main issue i'm already seeing is multiple entries of clients and redundancy. Currently when customer information comes in we create the client in jobber, create the client as a company in hubspot (even if they are a homeowner) and then create the client again with the same information as a contact and associate it to the company.

Somewhere in this process we create a quote in jobber for the customer and also create a deal in hubspot so we can associate communication through the deal. This is where the issue lies is doing everything twice, I am trying to solve for this problem. Currently it doesn't seem possible to quote through hubspot at least now cost wise, i've been looking into jobbers client communication side of things and can't seem to find if its good or not.

There are also redundancies when it comes to writing out orders and invoicing but that is for another time.

We are in the midst of rolling out Hubspot in the next few weeks and I was tasked with learning everything about HubSpot. I setup our sales pipeline for business (window and kitchen installer) and originally I had 6-7 Deal stages ranging from appointment scheduled to measurements compete to deal won.

My boss and his "business manager" I guess is the best thing to call him had meetings without me and decided to revamp the pipeline to be much simpler with only 4 deal stages. New Inquiry, In Progress, Deal won, deal lost.

I tried to vocalize to them what does "in progress" mean for our sales team, and all I was told was "sales guys know what in progress means". This Is sort of a rant about my workplace and part how do I get them to understand our deal stages are way too broad.

I work at a small windows, doors, and cabinets installation company and my job has expanded into a lot of different areas. Here's what I'm doing on a daily basis:

Scheduling and coordinating installs

Procurement and inventory tracking

Invoicing and job costing

Building KPI dashboards for the owner

Managing our CRM (HubSpot)

Writing SOPs and process docs

Acting as the bridge between the owner and the rest of the employees.

I've picked up a lot across different parts of the business but I know I have gaps, mainly around managing people, larger scale project management, and anything finance-related beyond basic job costing.

For anyone who's an ops manager or has made that jump what actually moved the needle for you? Certifications? Certain experiences you sought out? Things you wish you'd learned earlier? I want to transition into a legitimate ops manager role and would love to know what skills actually matter.

I wanted to get some outside perspective on my situation and career trajectory.

I was originally hired for a backroom shipping/logistics role with some front-end paperwork and general office duties. Within a couple months the owner recognized my potential and started expanding my responsibilities significantly. My role now looks nothing like what I was hired for.

Here's what I actually do day to day:

- Customer communication (inbound and outbound)

- Scheduling all installs and deliveries

- Doing occasional deliveries

- Taking all payments — pickups, installs, and deliveries

- Invoicing

- Job costing — tracking product costs, expenses, and margins per job

- Inventory tracking — I built a spreadsheet from scratch to log all inbound and outbound

- Unloading and organizing the warehouse

- Acting as the communication bridge between the owner and the rest of the staff

- Assisting with HubSpot CRM integration

- Writing process guides and SOPs for current and new employees

I'm at a small business, no formal title on record. I am not sure what I would write on a resume.

Yes this was written with AI.

I wanted to get some outside perspective on my situation and career trajectory.

I was originally hired for a backroom shipping/logistics role with some front-end paperwork and general office duties. Within a couple months the owner recognized my potential and started expanding my responsibilities significantly. My role now looks nothing like what I was hired for.

Here's what I actually do day to day:

- Customer communication (inbound and outbound)

- Scheduling all installs and deliveries

- Doing occasional deliveries

- Taking all payments — pickups, installs, and deliveries

- Invoicing

- Job costing — tracking product costs, expenses, and margins per job

- Inventory tracking — I built a spreadsheet from scratch to log all inbound and outbound

- Unloading and organizing the warehouse

- Acting as the communication bridge between the owner and the rest of the staff

- Assisting with HubSpot CRM integration

- Writing process guides and SOPs for current and new employees

I'm at a small business, no formal title on record. I am not sure what I would write on a resume.

Yes this was written with AI.

For reference I work at a small family owner company and a few months ago my boss slacked me a message saying they wanted to train me into an operation manager probably over the course of a year.

Fast forward a month from the slack message there are various meetings, training, responsibilities increase and talks about compensation increase where eventually I did get a raise.

In the raise meeting I was told I would be given a goal setting spreadsheet where if I meet X goals I would receive X compensation.

Fast forward to today where I basically got told that the goal setting will be put on pause because the companies projected revenue might not support a need for an operations manager at this time. Which, frankly I understand the business reason for it It's just pretty annoying getting told by the owner of the company this is what they envision for you and offer you growth opportunities just to turn around and rug pull me.