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Map and Routing
Brief: Is there a way to see all client properties (active and inactive) overlaid with active work properties? Context: It would be nice to have the ability to see all properties (including inactive jobs or just customers in the area) in the vicinity of an active job when scheduling. This could create opportunities for inspections, follow-ups, upsells, and general efficiency for our business. Does anyone have a workaround for this? Ideally, it would be similar to the toggle for "unscheduled jobs" so there is still the ability to have a clean view of what work is pressing. Preferably color coded and available on the mobile app. Any advice would be appreciated! Alternatively, is there a way to see all clients (active and inactive) by a geographic scope (county, municipality, by tag, etc.)? *I am aware that this view exists in part under route optimization under settings but without the ability to see active jobs.vlang2 hours agoContributor 246Views1like3CommentsScheduling For Lawn Care -UK
Hi - I signed up for Jobber a while ago when I was working for another company. I've now gone independent and I'm trying to streamline the diary/schedule. The majority of customer's are on a programme so I've set recurring visits up for approx. 10 week intervals. The last software I used focused on routes, you added a customer to a particular route and any alteration, if the day needed to be rescheduled for instance, was done to the route and subsequently all customers would move to the new date. I'm finding with jobber that you have to edit each individual customer which is time consuming. Also is there a quick way to change a customers job from one off to recurring? ~Any feed back would be appreciatedOGS2 hours agoNew Member9Views0likes1CommentLocation timers still not working
Hi everyone. I have my guys clock in/out when they arrive at the office using the timesheet timer on their mobile apps. This starts/stops the general timer for the day. However, we have had trouble with the auto location timers when we arrive at our jobs. They are not automatically turning on. The timers worked for about a couple of weeks and now have not worked for 2 months. We have uninstalled and reinstalled the app and have opened a ticket with Jobber but we still have not gotten it to work. Is anyone else using the automated location timers and is it working for you? Is this a common issue with the auto location timer? Do I have to default to manual start/stop on each job? I would prefer the auto timer over the manual location timer to make it simple and avoid techs not consistently starting the timers on jobs. I want to measure the techs efficiency rates on billed vs unbilled hours. My team productivity report isn't accurate because of the timer issue. Is anyone using the automated location timers and team productivity reports? What's your experience?How to manage photos for clients with multiple properties in Jobber?
I know Jobber does not do this right now, but how many people would be interested in being able to attach photos to different properties on a client. For instance, one client may have many farms and I would love to be able to attach photos of work done on each farm. Any interest? Would love for Jobber to look into adding this feature to your appmyshell8 days agoContributor 253Views1like3CommentsJob Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied. If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank. Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit. And, the only place to view the Job Form status info is either directly in the form, or in Reports. Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense. This in no way is a Job form to me, its a Visit form. And that is NOT the same thing. All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance. In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months. We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking. Or, am I missing something? Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?Solveddcholding3021 month agoContributor 252Views0likes2CommentsInstalls (one off job) vs Monthly Invoicing (reoccuring job)
Hi All, We are a equipment rental company and adopted Jobber a couple of months ago. Our work flow has been sales guy creates quote for equipment rental which requires a deposit. Once the quote is signed and paid, we create a one off job for the install of our equipment. After the install is complete, we create a completely different reoccurring job for charging the client via jobber payments a monthly fee for service. This seems so clunky. It would easier if we could add a reoccurring invoice that is tied to the original job or edit a one off job to a reoccurring job. The installer rarely needs to go back out to the job once installed. Does anyone have a work around out side the one we are currently using? I'm considering going to another payment platform but it would be so much easier to keep everything in jobber. Any advice or suggestions are welcome. Thank youSolvedKamgard1 month agoContributor 256Views0likes5CommentsWhat’s your process for estimating job duration accurately—especially for new clients?
Hi everyone! I’d love to hear how other service providers are improving accuracy when estimating job duration for first-time or new clients. In our business, one of the biggest challenges is avoiding time overruns or inconsistent job lengths—especially when the client’s description doesn’t quite match the actual condition of the home or site. We’re trying to streamline our scheduling so our team isn’t rushed, and the rest of the day stays on track. How do you all handle this? Do you rely on on-site walkthroughs? Do you use Jobber checklists or custom fields to help scope the job? Do you add buffer time for new clients? Any tips or red flags you look for before setting a time estimate? Thanks in advance! Always appreciate learning from this community.WendyEsparza1231 month agoContributor 221Views2likes2CommentsFinding out when a client profile was created?
So I took a call from a customer on a Friday afternoon after a busy day, he wanted service for the next week so I put in his name and address in a job booking, but forgot to take down his number! It is in my call log on my phone, but I had so many calls that day and I don't remember which number was his. I was wondering if there was a way to see what day/time a client/job was entered in Jobber so I can cross reference my call log?PestFreeCanada1 month agoContributor 435Views0likes2CommentsFeature Request - JOB Status at a glance
It would be great to have what some other softwares have for managing jobs at a glance. A JOB status (not just a custom field), but rather an actual high-level drop-down style list (that we can customize ideally), that denotes the STAGE or STATUS of this specific JOB. And that this Status shows in the pop-up info on the calendar/unscheduled list when hovering, or in JOB reports (sort by JOB Status) would be very helpful. We can end up with lots of Jobs sitting in the Unscheduled List as they go through phases or holds of the project. To be able to see the reason for it being on the unscheduled list at a glance is really the goal. A job may have status that looks something like this - Ordering, Prep, Pre-Wire, Hold for X reason, Installing, Final Trim, Needs Activation, Needs Demo, Completed, etc. It would just make it easier so much simpler for the whole team to see at a glance what the Jobs status truly is quickly. Currently we track this manually on a dry-erase board in the office, and to some extent now using custom fields, but you can not see custom fields at a glance, you have to click all the way into the JOB form. However, when using fields for this it is hard to change, as you have to open the JOB form and then hit Edit. Ideally these JOB Status would be able to be changed from the calendar/unscheduled pop-up view. Without ever editing the Job form. Even if we could select at least 1 Custom Field to show on the calendar/unscheduled pop-up view, that would be a great intermediate step. Preferably right under the Title of the calendar entry.Solveddcholding1 month agoContributor 226Views0likes1CommentROUTING
So serious question. how in the world do you actual route the properties because it certianly isnt by the least amount of drive time. is it just a geo code. or what it sucks and now i have proof. oh and the new scheduling where we can 'add' an end point. that is again suppossed to allow the routing to hit every property on the way to the end not just go through the route and then back track past every single property to end at the right spot. so here are a list of 5 properites 508 Gentry Crossings Boulevard / Mount Washington, KY 40047 107 Williamsburg Court / Mount Washington, KY 40047 107 Preserves Blvd / Mount Washington, KY 40047 284 Olde Colony Court / Mount Washington, KY 40047 182 Crossfield Drive / Mount Washington, KY 40047 put these into your google maps and see how you should hit them...i have more but this is just too funny. 508 and 182 are litterally down the street from ea other in the same neighborhood. the only way to go from 508 to 107 is litterally pass 182 and then go to the others and then go back into the neighborhood. next one 135 Hubbard Lane / Mount Washington, KY 40047 119 Gentle Wind Ct / Mount Washington, KY 40047 152 Strawberry Field / Mount Washington, KY 40047 12297 Highway 44 East / Mount Washington, Kentucky 40047 121 West Emerald Circle / Mount Washington, KY 40047 So enter these in and tell me the most efficient way to do this. by the way 135 and 12297 are literally neighbors, like right next door. Now for this one i chose these as i know because i have driven them is hit 152 then 12297/135 then go to 119 and then 121. it is the least amount of driving but the system shouldn't have me literally leave and then come back and park in the same spot. meaning fix the routing. scrap it and start over and it is that serious. if i had never used another system i might think this is ok. but it isn't if this is the only crm someone has used they will think oh this is great, and not realize that their drive times are killing them. and yes i could address it and "move" them. but a free crm i never had to.......think about that for a second its free and these examples NEVER happen. EVER. so i am not sure how you have it coded but it isn't' built by someone who works in the field. there was a older post from a guy who does snow routes...part of his problem is this right here. the route needs to be based on literally drive time and actually street driving. not a whatever this is doing. i have another example its literally my court. it wants me to do my house and my next door neighbor leave the circle drive 2 min to the next stop and then one more after than then hit my neighbor across the street leave the circle again and drive around the block hit another (the neighbor of the property before my across the street) then come back to the circle 2 more then go on.... its a problem...like a big enough problem it needs to be addressed. and a big enough problem i will drop jobber before next season if it isn't addressed. routing is an everyday thing. something that most guys will need to deal with every day. it has to work and make sense. im good with a few adjustments. but this is the same route every week i don't want to have to fix it all the time. i shouldn't have to move 8 out 10 properties to get them in the right order. if it made sense on paper sure, but those examples don't even make sense on paperBlueSkies1 month agoContributor 352Views0likes2Comments
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Tags
- scheduling30 Topics
- calendar12 Topics
- work smarter12 Topics
- software9 Topics
- route optimization8 Topics
- cleaning8 Topics
- lawn care8 Topics
- job forms & checklists7 Topics
- quoting6 Topics
- construction6 Topics


