How is everyone scheduling recurring jobs with no set schedule?
Jobber showed me a way to do it, But it seems like a lot of steps to schedule jobs. Example scheduling a 6 round fertilizer package. The way they showed me I can see missing a lot of services thru out the year and also taking a lot of steps.
Just wanted to see how other people are currently doing this can you share how you do it?
Hi Premium509,
Great question, have you had a chance to go over our snow removal workflow with our support team? That approach is often the best fit for situations where you need multiple visits without a fixed schedule.
The idea is that instead of pre-scheduling all visits, you create a system to track which clients and jobs are “due” for their next service, and then schedule them as needed. It does require a bit of upfront organization, especially around how you label or tag clients and jobs, but it can be a really effective way to avoid missing services while staying flexible.
Here is the classic Snow removal workflow, and here is one for the New Schedule.
