Forum Widgets
Recent Discussions
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?Can I create a job with photos for an employee to check off that a certain issue has been resolved?
This is a bit of a longer question but I am curious if this could be done... If I go a house and take photos of 12 issues that need to be resolved, can I create a checklist or job form that shows each of those issues as a list? Then add that list to a team members schedule and have them check off that it has been completed? Even attach a photo of the completed work below the photo of the issue? It would also be great to be able to send that completed list or form to the customer to sign off on and collect payment. I would like to position myself to do more of the sales and inspections, then send a team member to the house to do the actual work sealing the home or solving the issue. I have been working out a few ways in my head to make this structure work and I really hope Jobber can help me do that. Does anyone else work in this way? Are there are recommendations on how people have made it work?
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?
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.The “new calendar”… what are your best tips and tricks?
Our scheduler is a creature of habit and is stuck on utilizing the older version of the Jobber calendar. As far as route optimization, I do believe the new calendar will save a ton of time as we do over 150 cleaning appointments per week. What is everyone’s best tips in transitioning?How do you use your services list to increase the value of every job?
I constantly go into my Products and Services page and update wording, add services, and just basic review. This is so important to me because the whole base of my business is to be full-service to my clients. If I see an issue while doing my inspection, I either propose to do it for them or have a small network of other service pros I can call to solve the problem. That is why my list of products and services is so important. I can pop that into a proposal and quote it in seconds, then present it to the client after the inspection and tell them everything we can do for them. It has been working out really really well and I do owe a lot of it to Jobber having this feature at my finger tips. Some calls double in value simply because I am presenting them to a client right then and there. It does take some time off the road to review and make sure everything is looking professional and accurate, but when that turns into revenue on the road I feel validated spending some time reviewing these details. Presenting them a professional and itemized proposal for everything I can do to help them is so so so handy for me. Does anyone else work like this? When add-ons can really start to add up value to a call? Did you spend time working on your lists to make them ready to go at each call?
Blocking time in jobber schedule as unavailable
Does anyone know how to block off time in Jobber when not available? Since Jobber does not do a two-way sync with Google calendar, I need a way to block off time in Jobber when I'm not available. I don't want to have to change my business hours or make fake jobs in jobber to block off time for personal appointments. Does anyone know how to get around this? For example, if my hours are 10 am to 7pm, but I have a doctors appointment at 11 AM, how can I make it so nobody can book me during that time? Thanks
