Forum Widgets
Recent Discussions
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.
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.
PHC Plant Healthcare Estimates to Jobs
Hi, my name is Teague. I own an operator Tree Service company. We have dramatically increased our volume of plant healthcare, treatment, and clients. Does anyone have a smooth and effective solution to take a single estimate with several products and services/PHC applications and turn them into one off or reoccurring jobs without manually creating a similar job snd deleting all of the other products and services to get the correct scheduling of each PHC application? I am finding it very cumbersome to send a client, say, with multiple properties, a single estimate for several PHC applications and then have to create an individual job for eachof the applications/products and services. Some of these applications would happen reoccurring three times in a season and some only once. With the current software format, This is a tremendous amount of clicks and work to take one complete estimate and turn it into numerous individual jobs in order to get these applications scheduled on the correct seasonal timeline, including the reoccurring ones. Please let me know if anyone has a solution to this currently incredibly cumbersome and time-consuming process when a single client has multiple properties in multiple PHC/product and service application needs. Thank you in advance. Teague
Multi Visit Jobs
Lawn treatments: I have 6 visits in my program. They are not equal 6 weeks apart. some are 4 some are 6 etc. i know about when they would fall. and that's great. What i don't want to do and as of now is what it looks like im going to have to do is create multiple visits and go through the whole process. A WHOLE LOT OF TIME. It is a multi step job . step one is pre emergent 2. is pre/post mild fert 3post and heavy fert 4. iron/spot treat and summer fert 5. another round of spot treat and fert and pre emergent for winter weeds 6 winterizer fert They are all a part of that quote. equal payments but spread out over 6 visits. so if its 50 a visit the year total is 300. I don't need a 300 payement ea visit. i also would like to be able to just build that program (almost like the job form sort of thing) create the job. click multi step job and it already has the layout set up. so when i go to visit one it lists it properly. on the invoice it lists out properly what we are putting down visit 2 has the same thing. it already knows about how far apart they need to be so it preliminary schedules them out based on our start date. yes we can move them later, but they are all there so i don't miss someone. set up at the beginning, and then go from there. As it stands i have to do that every single time for every single person. (thats a lot that should be able to be optimized i would think.)
Auto reply text through Jobber-out of office option
I have the a tough time letting customer's know that I am unavailable. Even though, I put my hours in the appoinment reminders, I consistantly get texts at midnight and on off hours through Jobber. Can you add an auto reply feature after a certain time. I tried auto receptionist, however, that was not sufficient. Thanks!Today button
Good Morning everyone Are any of you annoyed that when you hit the Today button on month view - it goes to the beginning of the month not todays date. I regularly have to put information into later parts of the year, when complete I hit Today to return to todays date, unfortunately because I work in month view, it jumps to the beginning of the month. Frustrating because if todays date is 25th of the month I then have to scroll to find it. Therefore it is not today! Apparently if you work in week view, it returns to beginning of week, again this is not Today. Its only in Day view that it will actually take you to today. All I would like is when I click Today, it actually takes you to TODAY!!Editing a job from the schedule section?
Maybe I am missing a button somewhere but... Is there a way to edit a job (add a product or service, change unit prices) from the schedule menu? A client calls before I am at the job and wants to add a certain service to the job booking, so I click on the job from the schedule menu and all I can change is the quantity, service date/time or Job Title. Even when I click Edit or View Details I still can't change any of that information. Does anyone have a work around rather than having to click out of the schedule and go into the Jobs section?New schedule - Can't find tasks easily
Hello I am having issues with tasks in the new schedule. On the home page of jobber I see the list of my daily appointments and tasks. I used to be able to click on a task and it would go the schedule and a pop up would come up with the task details. I could easily click in the pop up to review info or complete the task. Now that we are on the new schedule that doesn't happen. When I click the task on the home screen it brings me to the schedule calendar. It does not bring me to the specific task. I then have to hunt through all the other info on the schedule to find that task to open it. This issue has been the same since jobber first rolled out the new schedule to try out last summer. I have mentioned it to Jobber support team and was told that they were working on it and by Q4 last year everything should be smoothed out. That was the main reason we didn't switch to using the new schedule. Now that the old schedule is no longer available and we're pushed into using the new schedule we are still having these issues and we're finding it frustrating and time consuming. When you have a lot of tasks, appointments, and requests per day it gets difficult to find the info fast. Anyone else experiencing this? Is there any update if they are bringing that feature back?
