Forum Discussion

Mullins's avatar
Mullins
Contributor 2
29 days ago

Archive Properties

Hey I think it would be great if you could merge and archive Properties. 

Occasionally we have a client hit the new customer request button and create a second property for the already existing customer. It would be great if we could merge these properties since they are the same.

We have a large amount of history for many properties under a contractor who hires us as a sub and we do not want to lose the history however when we take over the account and start billing the homeowner for continued service we would like to archive the property under the contractor that had us do the original work. Under the contractor we have a large amount of properties and their information because we are bidding many jobs per year.

Any thoughts?

  • julie's avatar
    julie
    Jobber Community Team
    29 days ago

    Hey Greg, thanks for your post!

    We’ve forwarded your feedback to Success as they collect all feedback to share with our Product Team as they consolidate customer ideas/feedback so we can have a pulse on what would help our customers the most overall.

    We encourage you to use this forum to ask other community members how they manage situations like these, and if you have additional feedback on Jobber you can reach out to the Success team directly at support@getjobber.com, by phone at 1-888-721-1115, or chat via the chat icon in your Jobber account.