Property and Billing Address issues

Hi Jerry_Kobylt​ 

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! 

I figured out how to see the job form after closing. But I'm dumbfounded as to why I cannot directly attach the job form to an invoice. Why?

Thank you Krista.

It's a solution. But its also an extra step when working on the fly. So a negative in my book and a strike against Jobber. The issues are piling up for me. I just found another irritant.

Why can I not post my completed job forms to my invoices? I have to first go to the Job Number. Then download the form, store it in an external folder, than attach it to the invoice after. What's even worse is that once the job is complete, I have to re-open the job to look at the job form, because it disappears. My renewal is coming up in March and I might be taking a hike and joining HouseCall is I cannot resolve this. This one bottleneck adds mounds of paperwork for me on every service call. I hate it. Am I doing something wrong?

Hi Jerry_Kobylt​, thanks for the detailed explanation of your setup. You are very close.

In Jobber, the service address will carry over to the invoice as long as there is a Job created in the middle of the flow. The usual path that keeps everything linked is:

Request or client created, then Quote with the service address selected, then convert to a Job, then invoice from that Job.

If you go straight to Invoice without creating a Job, the invoice will default back to the client’s billing address instead of the specific property address.

A couple of quick checks that usually solve this:

1. When you are on the Quote, make sure the service address you want is selected in the job details before you convert it.
2. Convert that Quote to a Job.
3. Create the invoice from the Job, not from the client profile. That ensures the invoice pulls in the Job’s service address while the billing address stays tied to the client.

With one customer and many properties, you are doing the right thing by keeping a single billing address on the client and choosing a different service address on each Quote or Job.

If you want, share a screenshot of the flow you are using to create the invoice and I can point out exactly where the address is getting dropped.

Hey, I had this same issue. What I do is just make every new call a new customer profile. Doesn't matter that all the info is the same, but its the only way that I have found to do this. And yes you have to still unclick that box where the service address and billing address is the same.