Forum Discussion
Ready_Hot_Tub
14 days agoContributor 2
- Jobber is set up to do business transaction by transaction. Jobber requires quite a bit of manual work to get a customer set up for recurring flat subscription services. As a result, customers are not able to join a membership 100% frictionless. Empower business owners to give their customers the convenience to join a membership and request service without manual human phone conversation. It's clunky for the customer who wants to join your services without having to talk to someone. 2. We need the ability make notes at the customer level, not only at the calendar level. Currently, you can only make service notes at the appointment/calendar level. If you have a customer that has questions about their service, it's much more logical to look up the customer at the customer level, go into notes and see the technician notes at the appointment/calendar level. In other words, the calendar should live under the shell of the customer taxonomy.