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How do you set up visit-specific checklists in Jobber for multi-visit jobs?
I am starting to use multiple visits under one job and want the ability to have checklists specific to that visit. As an example - we will have our fist visit be the site assessment and corresponding form/checklist Second visit will be for installation - and that corresponding form/checklist In theory this would be fine, but it gets confusing when the job forms are completely blank for each visit - if they are attached to the job, so they not hold the info from visit to visit? Is there a way around this to make it less confusing for our field teams with multiple empty checklists that don't apply to the visit?
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
Airbnb Cleaning Automated Scheduling
Hi Everyone, We own a cleaning business in Australia and use Jobber as our software. We have a lot of clients that have Airbnb properties that we clean for them. We have been researching and trying to come up with the best solution to automate the booking process, as you can imagine cleaning 100 Airbnb properties with multi bookings per week can become a admin logistical nightmare. Does anyone have any experience in this area. How have you automated the process, can you connect Airbnb with Jobber, what is the best practice of booking and scheduling these appointments?Tutorial: How to Set Up Re-Occurring Jobs in Jobber
Hey Guys It took me a while to set up a reoccurring job correctly - so I made a video on how you do it! From the quote to how you set the job up so they get billed automatically. Here is the loom video going over the process. How to Set Up Recurring Jobs in Jobber
Invoice Due Date
Jobber currently lacks a lot of options to set the invoice due date. We run a cleaning business and have set the default Due Date that caters for 65% of of our business. The rest of the customers we need the due date to either be 20th of the following month, 20th of This month of 30 days from date of invoice. This needs to be set at a client level. We have these options in Xero however we make use of Jobber to generate our invoices and sync it to Xero. I have raised this multiple times with Jobber but it is not on their roadmap. Hoping there are more people out there with the same requirement to help boost this post so that Jobber can do something about it. Unless someone has found another way to do it. this will save at 10 hours a month of man hour to change every invoice.Routing
Again asking for a proper routing algorithm that doesn't run off geocode. I don't know how that is useful. I have to keep moving every single week properties around. If i had a crew, that doesn't realize the route...they would be wasting over an extra 3 hours due to poor routing that doesn't pay any real attention to driving. Again...i should never be told that i should leave a court with 4 properties on it to go to another proeprty around the corner and come back because from a a cooridinates persepective one is "further" away despite being around the corner. I shouldn't be sent to a different zip code just to come back because again of geo coding. the routing...is honestly not good. The reason to use it, is to speed up the scheduling, not creating more work. I shouldn't HAVE to review KNOWING that it is off.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.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?
