Research Workbench v8

The Research Behind the Blocks

The research behind the blocks: what we added, renamed, merged and dropped, with sources. This page was not opened in the Loom recording; it lists what the recording did show.

Added

4 new blocks, added on 27 Oct

Renamed, merged and dropped

Changes to the block list

Not shown in the Loom recording. Slack mentions only that “Jobber goes” and that ServSuite’s site refuses access.
Per block

Research and sources for each block

Sales and customers

Lead, sales and estimate

4 of 4 vendors
Sales and customers

Customer account

4 of 4 vendors
Sales and customers

Commercial accounts

4 of 4 vendors
Sales and customers

Service location

3 of 4 vendors
Sales and customers

Service agreements and renewals

4 of 4 vendors
Scheduling and field work

Scheduling and appointments

4 of 4 vendors
Scheduling and field work

Routing

4 of 4 vendors
Scheduling and field work

Work order

3 of 4 vendors, 1 close match
Scheduling and field work

Technicians and licenses

4 of 4 vendors
Scheduling and field work

Mobile app

4 of 4 vendors
Compliance and treatment

Chemical use and state reporting

4 of 4 vendors
Compliance and treatment

Devices and bait stations

4 of 4 vendors
Compliance and treatment

Inspection reports and audits

3 of 4 vendors, 1 close match
Compliance and treatment

Termite and WDO

4 of 4 vendors
Billing

Invoicing and billing terms

4 of 4 vendors
Billing

Payments and collections

3 of 4 vendors, 1 close match
Customer contact

Customer messages and marketing

4 of 4 vendors
Customer contact

Customer portal

4 of 4 vendors
Insights and platform

Reporting and analytics

4 of 4 vendors
Insights and platform

Integrations and API

4 of 4 vendors