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Job Form Additional Characters
Hello, Does anybody utilize the job forms for providing findings for clients? I have been using the job forms and just recently noticed that the "long answer" option isn't quite long enough for some of the job findings that I write up for certain jobs. Does anybody have an efficient work around for this? Cheers,
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?
How does Jobber calculate routes, and can it use real driving directions instead of straight-line distance?
I am writing to express my significant frustration with the current routing functionality within the platform. The primary issue is that the software appears to calculate routes based on "as the crow flies" distance rather than actual driving paths. Furthermore, the routing does not prioritize arrival logic that places the vehicle with the passenger side facing the customer's residence. This is a standard feature in competing routing software and is essential for the safety and efficiency of my team.
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
Text notifications for requests wanted
I am glad jobber emails me as soon as a request comes in but I’m not on email all day. Is there a way to get a text when a request comes in? If so, how is it set up? if not, can Jobber put it in the next release? I feel that quick response to requests helps get things off on the right foot.
Client Reminders
Is there a way to change the reminders to show only the arrival times instead of the start time? We book on arrival times but jobber reminders sends the start time with the arrival time lower in the message. Is there a way to remove it showing the start time and just show the arrival times? Many customers don't seem to see/remember the arrival time down lower in the message. We've had customers set for a 9-12 arrival times call in or complain to the tech that they were supposed to be there at 9am. The same thing goes for assessments. We book a lot of assessments with arrival windows but the reminders that jobber sends only shows the start time. I went into settings but don't see how to customize. Any info would be appreciated. Thanks Ernie
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.
