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How can I create a dynamic appointment cancellation list in Jobber?
Hey all, I am looking to keep and maintain a dynamic list of visits for customers who want to be contacted if we can get them in sooner than their sheduled visit. So, if they service vist on the calendar and would like to be notified if we have a cancellation/open space (e.g., the emergency service block is not filled for a particular day) to move up their visit. I have set up a custom field on the job level, and to access this information, I have to run a forward-looking report (with "custom dates" or "this month" for options) and then it cannot sort by a custom field. For example, I can uncheck all sorts of columns with information and add a custom field to a report, but then you can't sort by that column. You would need to export to excel and then get the information you want. (Confirmed this with Jobber support.) This is not something you can do on the App for obvious reasons. It is critical to have this information for the field techs since they are the ones who find extra time on their hands and could very easily call a customer ("hey, I see you have an appointment next week for xyx, we are/will be around the corner and have time to do it today.") if the list was maintained dynamically and available on the app. Going to reports, customizing columns, exporting to excel and then going back to Jobber is, well, clunky and inefficient. Anyone have success with another way to manage a cancel list?
One off multi visit jobs
Ok so i have 2 services that work like this. Basically its 2 seperate visits. We are not doing the same thing each visit, they are all a part of the job. (aeration and overseeding followed by a 6 week follow up...christmas light install and takedown.) For both of these, the majority (~90% of the price) is in the 1st visit. I have been billing everything out after the 1st visit. Then create the next visit. Not sure if im explaining this right, but basically i want to create the 2 visit for the one off job, but bill the total amount for the 1st visit. Is that possible? And im probably just missing it and its right there, but have about 60 of the aerations and over 150 of the christmas lights coming up and trying to get this figured out
Conditional Fields in Checklists
Wanted to make a feature request post, since it seems that these forums are monitored closely by the development team which I appreciate! It would be very useful if checklists had an option for fields to be conditional, appearing only when a yes/no question is answered. Example: (HVAC Industry) Question: Was refrigerant used? Answer=No Result: No change Answer=Yes Result: Multiple choice field populates [What type of refrigerant was used] Numerical field populates [Number of ounces added goes here] Would also like to add a suggestion that certain checklists be automatically emailed to client when job/assessment is closed. Could be a simple checkbox at the start of a new checklist that asks if checklist should be sent to client after job/assessment is closed.
What’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.
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!
