Recent Discussions
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
Do jobs ever go missing from the calendar?
Hey guys, every few days we find out a job went completely missing in the calendar after completing it. The client messages us saying that they didn't get their invoice so we look into it and the job went missing.. the weird part is the timesheets show the employees clock in time but the job is missing from the calendar. Has anyone else experienced this?
Managing Fill in Jobs
Hi Community! One challenge we face is keeping track of fill in jobs or jobs that need a follow up visit but dont know exactly when it will happen. Having one central location or a way to keep track of all of these for easy reference would be key. We try to use the job status' as much as possible but turns out this does not always work. The work around we have done is creating a new customer named "Fill In" then created a new job titled "Fill In Jobs List". Now techs or **bleep** can add a new line item with scope of work, estimated duration and job number. Each new line item represents a separate fill in job. This puts all our fill ins in one location and we can reference it then direct to the job number in Jobber for scheduling. This works but don't feel its scalable. Curious what others have been doing for this! Thanks, Carson
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?
Managing Recurring Clients by Appointment
How are my colleagues scheduling recurring clients who require an appointment. The system does seem to have a solution to manage this "pool" of clients in an efficient manner or "optomize" routes for route density which is required for any business at scale. Does anybody have any strategies, ideas or solutions. What am I missing?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.
