Recent Discussions
Setting up rounds for lawn applications
Hello All, Jim from Paramount Turf Company here. I am 50 days in with Jobber and preparing for a new service line we offer at PTC with lawn applications starting in 2025. With that said, I have experience with other software companies when it comes to setting up a multiple round application program but was curious how you all do it within Jobber. Jobber client service team has been great with their one-on-one consultations and have been super helpful but would like to talk to someone in my industry in how you all set up your multiple rounds and how you schedule it. Would love to connect with some of you if you would be willing to talk some shop! Thank you in advance!!!
For people running and scheduling several crews, any tips to help...
For people running and scheduling several crews, any tips to help...make that easier? I usually use week view to schedule jobs, and as I am growing and have more than one crew, and crews are going to jobs at the same times... any specific tips to help with having that more organized? I am using the color coding a little, but any specific ways that you guys have tried, that have really helped, would be greatly appreciated (or any other help scheduling would be great!) Thanks!!!
Ideas about note organization and ease of use
Hi all, been with Jobber awhile and this has always been an issue for us. We're an appliance repair company. Our office and techs use the note spaces for everything. This though makes that space noisy and important details get lost in the mix often. I had suggested many years ago a folder system that would allow the user to select which folder they wanted the notes to go into. This would have resolved all our issue but alas this has not happened. Ideally, I want to keep everything in jobber and not have to involve other programs. Has anyone had this issue and found a way to mitigate it? Thanks all, Me
Snowplowing routing
We are having trouble with the way that we currently have to schedule our teams for dispatching when it come time to our snow plowing events. With Jobber currently not having a way for the management team to efficiently dispatch a large number of clients to each team member at a short notice interval. We currently have to set a job as a repeating job but leave it unscheduled. This leads to the problem of not having the option of selecting a team member/ members. Being in a area of heavy snow and storms that require at time 2-3 dispatches we currently have not found a way to notify our drivers through jobber quickly. We are currently looking at other programs to accomplish this task like Folosoft. But am wondering if anyone has had a successful way of doing this. Our thoughts for Jobber would be to have a dispatch via the team member and or a group. Example customers on Truck #1 route is saved as Route #1 and can be scheduled to the date of service needed in the order that is pre-set. Then all you need to do is assign the team member to the route and good to go. Example #2 would be Tagging all customer under the route you want and then mass schedule them using the tagged word. Ultimately we would like to dispatch as quick as possible and have the route for the drivers to take be preset. Then all they would need to do is capture a finished photo and hit complete. This would also help us track completion rate as our team members go.
Client list when scheduling.
95% of our jobs are for the same 2 customers. Commercial work. Before the last update they always showed up at the top of the list of clients when scheduling a new job. This is no longer the case. As near as I can tell there is no rhyme or reason to how the list shows now. Not alphabetical or consecutive. It is a minor annoyance I realize but now I have to search the client every time I add a new job. Any way to change that back to how it appeared before?Feature Request: Project Folder
Hello World, We're a residential and commercial company that sometimes has large jobs with multiple crews, phases, and invoicing. These can take months, some over a year, before they're closed out. We currently build one quote and break it down into multiple jobs. This gets confusing when jobs go on for months, while the same contractor is requesting change orders that you need to create new jobs for, multiple crews with multiple foremen, etc. Could we get a "Project" option that can have multiple jobs subcategorized with their own time tracking, expense reports, notes, assigned teams, and invoicing? One project under one client, multiple jobs, and invoices. This project folder would contain all the information for that one job and maybe even a dashboard that tracks all expenses, hours, and events for each project job as well as totals. This would also help property management companies. Some of our PMCs have thousands of properties. Each with their own lockbox codes, tenants, and issues. There's currently no way to save this information to the properties. We have to keep separate notes of the tenant's contact information then copy/paste it on every new job for the same property. It would be great if we had the option to put each property in its own project folder that had its own contact information. As a bonus, our people could then use the SMS option which they can't right now because it goes to the property manager's office.
Rescheduling multiple clients at once
Hey everyone! I’m curious to as if anyone has an efficient way to let clients know that we had to reschedule their job due to weather. Currently we have lots of visits on a day and when it gets rained out then we have to reach out to each individual person and let them know we have to move their service date (which take a long time). I know technically I could do a marketing email in their campaign but everybody doesn’t check their emails.
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? Thanks
