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PestFreeCanada's avatar
PestFreeCanada
Contributor 5
24 days ago
Solved

Can I add a Job Form to a job after I have created it?

I have clicked through everything I could see and can't seem to be able to add a Job Form to a job on the fly. I end up deleting the job then just having to create a new one with it added. Obviously sometimes I forget to add it, but other times I just need a form to fill out some information and send to a client.

Has anyone solved this issue or have some info to make this easier?

  • Hello! Thanks for the question. Yes, you can add a job form to the job after its been created on both the web version and app!

    Web/ Desktop: To add a Job Form after the job has been created, go to the Job > Edit all visits > under visit details, you should see Job Forms > click to add. 

    On the app:  Job > Job Forms > select the ones you wish to add! 

4 Replies

  • jade's avatar
    jade
    Jobber Support Team

    Hello! Thanks for the question. Yes, you can add a job form to the job after its been created on both the web version and app!

    Web/ Desktop: To add a Job Form after the job has been created, go to the Job > Edit all visits > under visit details, you should see Job Forms > click to add. 

    On the app:  Job > Job Forms > select the ones you wish to add! 

  • In Jobber, you can’t add a Job Form to a job after it’s created. The easiest options:

    1. Use job templates that include the form from the start.
    2. Send the form separately to the client via email or Client Hub.
    3. Set reminders/automation so you don’t forget forms.

    This avoids deleting and recreating jobs every time if you need help kindly let me know. 

  • Awesome...if you ever need assistance in your CRM kindly let me know