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Blocking time in jobber schedule as unavailable
Does anyone know how to block off time in Jobber when not available? Since Jobber does not do a two-way sync with Google calendar, I need a way to block off time in Jobber when I'm not available. I don't want to have to change my business hours or make fake jobs in jobber to block off time for personal appointments. Does anyone know how to get around this? For example, if my hours are 10 am to 7pm, but I have a doctors appointment at 11 AM, how can I make it so nobody can book me during that time? ThanksDouble check you have the right city when the autofill picks an address.
I like that Jobber has the autofill feature when filling out an address for a new client. Yesterday though, I didn't double check I had the right city, and had to drive 90mins out of my way, there and back when, funny enough I was 12 mins away from one call to the next. Make sure you all have the right city when you're picking an address from the drop down!
Recurring Schedule Routing
is there a way to create a route that automatically routes properly? Im mowing, i drop in the customers on the weekly repeating routes and days. I get them routed, and (again as the system doesn't route by drive time but geo code) i have to move a bunch of them around. Its the same route. I would like to have a route template or something like that.The “new calendar”… what are your best tips and tricks?
Our scheduler is a creature of habit and is stuck on utilizing the older version of the Jobber calendar. As far as route optimization, I do believe the new calendar will save a ton of time as we do over 150 cleaning appointments per week. What is everyone’s best tips in transitioning?How to track job categories/special requirements?
Just wondering if anyone has some ideas around this, or has found a solution for themselves... We have some jobs with special requirements, for example: Require visit reminders (our Admin follows up manually if a visit is rescheduled after the automated reminder has been sent) Special scheduling requirements (eg. visits can only be completed on Fridays) Fixed price invoicing regardless of job time/time based invoicing (often different work categories are one way or the other, but we have some jobs that don't fit that strict "category rule") We currently use an emoji shorthand in job titles so we can quickly see at a glance things like what standard the property should be maintained, whether we only do lawn services or gardens are also included at the property, if they have a dog, that the job is correctly scheduled for summer/winter, etc. But these are tailored for the field crew and I'd prefer to avoid overloading the job info/titles and keep it simple for the crews. It's really admin/office staff who need to see the different info mentioned in the bullet points. I was thinking we can use Calendar Colours, but does anyone have other tricks up their sleeve?
How to set up automated yearly service reminders in Jobber?
I know I’ve seen this come up before but as a service based industry, I rely heavily on repeat customers. I’d like to remind a customer about 11 months after they book with us that their service is coming up. The work around is that I can set them up as a recurring customer and have it remind them that their schedule is coming up a month before the scheduled date. My issue with that is one, I have to wait for paperwork for the customer, and two, I don’t like to have to stay on top of seeing if customers actually still want the service. I want reminders sent via email and txt automatically after 11 months (Not a year) and then they can reach back out to us when they get paperwork in for scheduling. There’s got to be a way for Jobber to do this and I can’t seem to figure that out.ROUTING
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 paper
Managing Year-Long Jobs with Multiple Tasks & Recurring Visits
Hi everyone, I’m looking for advice on how others are managing long-term jobs in Jobber that span a full year and include many steps or tasks—some one-off and some recurring. For us, scheduling a yearly maintenance job has been a challenge. Are you setting up one Job with many visits, or are you creating a separate Job for each task in the contract with multiple visits for each? When converting a quote to a job, Jobber allows multiple jobs from a single line item, which sometimes leads to duplicates and scheduling issues. Another challenge is payments by installment—we need the job total to match the installment price rather than the full contract value, and I’m wondering how others are handling this. In other programs, scheduled tasks would turn gray to indicate they had already been converted to a job. If they needed to be scheduled again, we could either add a visit to the existing job or delete it and create a new one. Does Jobber have a workflow that allows for something similar? Would love to hear how you structure your jobs to keep scheduling and payments running smoothly!
