Property and Billing Address issues
Hi everyone, I am having issues displaying property and billing addresses properly on invoices. I need the billing address to stay the same but property addresses for services to change (1 customer,...
Forum Discussion
You should not need to reopen a job to view or download a completed job form. Once a form is completed, it should still be accessible from the job record even after the job is closed.
You are right that there is not a direct attach link from the invoice to a job form today. There are a couple ways to get the form in front of the client.
If you want the client to have it right away, you can send the job form immediately after it is filled out.
If you want to include it with the invoice email, you can download the form and save it in the job notes, making it transferable. Then when you email the invoice, that file will show up in the notes panel on the right side of the email screen, and you can attach it from there.
Also, if you would like, our support team can do on demand training with you on this workflow and anything else you are trying to set up. We would love the chance to help you keep Jobber running smoothly for you, especially given how much work you have already put into getting everything set up. Please reach out to our Success team at 1-888-721-1115 option 1 or support@getjobber.com we would be happy to help!