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Task Option: All Employees
We create tasks for our employees, and sometimes a task applies to everyone. However, when one employee completes the task, it is marked as completed for the entire group. Would it be possible to create a group task for all employees while still requiring each employee to individually mark the task as complete? This would allow us to confirm that every employee has read and completed the task without having to create a separate task for each person.
Adding Images to Job Forms and Asset Tracking
I am looking to print stickers for my customers doors that have unique identifiers on them for ease of service. Also, I don't see an option in Jobber Forms to add jobsite photos. Is there a workaround for this? Or a 3rd party option that integrates with Jobber? Thanks!
Multiple jobs approved and scheduled at the same time, crew, and address
We sometimes have clients who ask for items to be quoted out separately instead of as an optional line on one quote. Then they are approving them all and I am putting all of them on the same dates since all the work for them is being completed at the same time. Is there any way or maybe it can be added in the future for combining them together into one calendar item? Kind of like when you have multiple things to invoice for a client it lets you select and invoice them together. I feel like it will help my calendar look a little cleaner and might be a bit easier on the crew if they can see everything at once instead of looking into 2 or 3 job scopes of work.
How do you set up visit-specific checklists in Jobber for multi-visit jobs?
I am starting to use multiple visits under one job and want the ability to have checklists specific to that visit. As an example - we will have our fist visit be the site assessment and corresponding form/checklist Second visit will be for installation - and that corresponding form/checklist In theory this would be fine, but it gets confusing when the job forms are completely blank for each visit - if they are attached to the job, so they not hold the info from visit to visit? Is there a way around this to make it less confusing for our field teams with multiple empty checklists that don't apply to the visit?
Searching for customers
I would like to see if there is a better way to search for customers in both the mobile app and the desktop version by using the town they are located in and if not, suggest that to Jobber. We own a tree service company and we don't always immediately schedule "requests" because our schedule can be a moving target. It is much easier and efficient for us to schedule our request appointments and jobs by grouping customers that are in the same area, but this has been challenging for me to do this on Jobber. Other than looking at the map on the schedule part and clicking on each individual one, there is no good way to search for them. For example, I would like to be able to go to the requests section and in the search box, type the name of the town and have any service address with that town, come up. It would be great if any key word you used with that request, would show up when it's typed in the search box. Another request I have is making the uncompleted requests and jobs a little easier to see on the whole within Jobber. In our shop, we have a white board with a list of requests and jobs that need to be done and they are organized by the service location, which gives a really good visualization and helps with scheduling. I wish there was something similar and a little more user friendly on Jobber, as we are not always there in front of the board and looking at the map on the schedule portion of Jobber, can be a little messy. Thank you and hopefully this made sense!
