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Job Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied. If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank. Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit. And, the only place to view the Job Form status info is either directly in the form, or in Reports. Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense. This in no way is a Job form to me, its a Visit form. And that is NOT the same thing. All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance. In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months. We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking. Or, am I missing something? Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?Solveddcholding30213 hours agoContributor 3234Views2likes3CommentsRecurring 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.BlueSkies2 days agoContributor 364Views0likes2CommentsHow do your customers respond to AI Receptionist?
We are a firewood company and thinking about using AI receptionist Some of our rural customers really dislike AI, some use it, some just want to save time and have all virtual interactions. How have your customers responded?SibiFirewood4 days agoContributor 23Views0likes0Comments⚡️Keyboard Shortcuts for Jobber
Hey folks — I made a little browser extension that adds keyboard shortcuts to Jobber. Nothing fancy, just a smoother way to zip around your day without wearing out your mouse hand. You can grab it here 👉 github.com/bendelaney/jobber-keyboard-shortcuts It’s open-source, lightweight, and built by someone who spends way too much time in Jobber. 🤓 Give it a whirl and tell me what shortcuts you’d love to see next! 👨💻⚙️BenDelaney7 days agoContributor 2219Views1like7CommentsAre Business 2 business corporate models welcome here?
The business I'm trying to get into isn't exactly marketed to homeowners. while indeed my job would take me right up and to the easement in your yard, my clients are the ISPs and their prime subcontractors not the public. Which is to say, Joe citizen would not be interested in hiring me under the scope of my services offered through my inc. With that in mind, am I in the wrong place? I try to find my industry under the categories given and telecoms ain't up there. Closest I see is IT SERVICESSolvedAtlasNate7 days agoContributor 234Views0likes3CommentsOne thing that would really help with the schedule!
Hey Jobber! One thing I notice almost every day when looking at my schedule, is that it automatically goes to the top of the calendar. It's obviously not an issue early in the month when that is what I want to see, but when we are in the later days, I have to scroll down to find the date/week we are in. Could you make it default to center the day or week we are in? Is it that hard to scroll down a little????13Views0likes1CommentWhat scheduling system works best for mobile service businesses covering multiple areas?
For service businesses covering multiple towns or rural routes, what scheduling system has worked best for cutting drive time between jobs while keeping paperwork, client communication, and follow-ups organized? I’m building processes for a mobile admin/logistics support business and want to stay efficient without losing track of documentation in the field. Do you schedule by area, urgency, or paperwork deadlines?FHGLLC10 days agoContributor 319Views0likes0CommentsBest Way to Manage Recurring Jobs Across Multiple Crews?
Hey everyone, We're one season into trying a new workflow for scheduling jobs and I'm curious how others handle this. Last year, we assigned every employee to every job. The downside was that nobody could easily tell which jobs they were actually responsible for each day. This season, we created dedicated teams so the same crew visits the same properties each week. For the most part, it's worked really well. However, when rain delays force us to move routes around, crews sometimes need to cover properties that normally belong to another team. The problem is that when a job gets moved, the crew covering it can't see it because they aren't assigned to the recurring job. We then have to manually remove and reassign employees for each affected visit, which becomes pretty time-consuming. Has anyone found a good workaround for this? Ideally, we'd like to assign jobs to a "fleet" or "truck" rather than individual employees. For example: Truck A covers these properties Truck B covers these properties Then whichever employees are assigned to Truck A can see Truck A's route, regardless of who is working that day. I'm curious how other companies are managing this and whether there's a better way than manually reassigning employees every time a schedule changes. Thanks in advance!33Views1like1CommentHow 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?Cheryl23 days agoContributor 265Views0likes2Comments
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