Been using Jobber now since October this year so I'm still getting acquainted to leveraging all of the features. One challenge I've run into is the ability to create a checklist form at the quote level prior to converting the quote to a job. Is there a simple way to add a pre-job checklist form that my team can access while out in the field before converting the quote to a job???
Hey AwesomeJobBer25, our Success Team is best equipped to answer this question for you. Please contact them by phone at 1-888-721-1115 or through the chat function in your account. Thank you!
Perfect, sounds good and thank you Julie! I will reach out to the Jobber Success Team.
