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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
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.
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?
Jobber Failing to update features
I have contacted Jobber on multiple occasions. We mow seasonally.We need an option to turn the routes off during the winter. Currently we have to go through each customer at the beginning of the Spring season to move the start date, in order to clear the "late visits" The other thing they need to do like Service Auto Pilot, is allow you to skip a week. If it is during acrought and some yards do not need mowed and get skipped, we need to be able to hit skip. The customer should not be charge and it would pick up on the schedule to following week. I have also contacted them about mows from many months earlier that have already been paid, randomly appearing on numberous customer's invoices.Setting up rounds for lawn applications
Hello All, Jim from Paramount Turf Company here. I am 50 days in with Jobber and preparing for a new service line we offer at PTC with lawn applications starting in 2025. With that said, I have experience with other software companies when it comes to setting up a multiple round application program but was curious how you all do it within Jobber. Jobber client service team has been great with their one-on-one consultations and have been super helpful but would like to talk to someone in my industry in how you all set up your multiple rounds and how you schedule it. Would love to connect with some of you if you would be willing to talk some shop! Thank you in advance!!!
Schedule
Hello community, we have an average of 150 jobs on our schedules every day, how do i get to put all the jobs on jobber and have a daily view before assigning to a tech, I perform the dispatching role and we have to use a different schedule , like outlook to se all our schedule at one time, but we would like to use jobber, the only problems is that assigned jobs don't fit on that little window on the left.
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
For people running and scheduling several crews, any tips to help...
For people running and scheduling several crews, any tips to help...make that easier? I usually use week view to schedule jobs, and as I am growing and have more than one crew, and crews are going to jobs at the same times... any specific tips to help with having that more organized? I am using the color coding a little, but any specific ways that you guys have tried, that have really helped, would be greatly appreciated (or any other help scheduling would be great!) Thanks!!!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.
Snowplowing routing
We are having trouble with the way that we currently have to schedule our teams for dispatching when it come time to our snow plowing events. With Jobber currently not having a way for the management team to efficiently dispatch a large number of clients to each team member at a short notice interval. We currently have to set a job as a repeating job but leave it unscheduled. This leads to the problem of not having the option of selecting a team member/ members. Being in a area of heavy snow and storms that require at time 2-3 dispatches we currently have not found a way to notify our drivers through jobber quickly. We are currently looking at other programs to accomplish this task like Folosoft. But am wondering if anyone has had a successful way of doing this. Our thoughts for Jobber would be to have a dispatch via the team member and or a group. Example customers on Truck #1 route is saved as Route #1 and can be scheduled to the date of service needed in the order that is pre-set. Then all you need to do is assign the team member to the route and good to go. Example #2 would be Tagging all customer under the route you want and then mass schedule them using the tagged word. Ultimately we would like to dispatch as quick as possible and have the route for the drivers to take be preset. Then all they would need to do is capture a finished photo and hit complete. This would also help us track completion rate as our team members go.
