Forum Discussion

dcholding's avatar
dcholding
Contributor 2
25 days ago
Solved

Feature Request - JOB Status at a glance

It would be great to have what some other softwares have for managing jobs at a glance. A JOB status (not just a custom field), but rather an actual high-level drop-down style list (that we can customize ideally), that denotes the STAGE or STATUS of this specific JOB. And that this Status shows in the pop-up info on the calendar/unscheduled list when hovering, or in JOB reports (sort by JOB Status) would be very helpful.

We can end up with lots of Jobs sitting in the Unscheduled List as they go through phases or holds of the project. To be able to see the reason for it being on the unscheduled list at a glance is really the goal. 

A job may have status that looks something like this - Ordering, Prep, Pre-Wire, Hold for X reason, Installing, Final Trim, Needs Activation, Needs Demo, Completed, etc.

It would just make it easier so much simpler for the whole team to see at a glance what the Jobs status truly is quickly.

Currently we track this manually on a dry-erase board in the office, and to some extent now using custom fields, but you can not see custom fields at a glance, you have to click all the way into the JOB form.

However, when using fields for this it is hard to change, as you have to open the JOB form and then hit Edit. Ideally these JOB Status would be able to be changed from the calendar/unscheduled pop-up view. Without ever editing the Job form.

Even if we could select at least 1 Custom Field to show on the calendar/unscheduled pop-up view, that would be a great intermediate step. Preferably right under the Title of the calendar entry. 

  • Hello, and thanks for bringing this to the community! I think that this is a wonderful feature request and I have shared this with the Product Development team. 

    I do have a recommendation for the meantime! I suggest adding the "job status" in the job or visit title, so that at first glance on the calendar, you can see the status. You can also use this to color coordinate on the schedule based off of "title contains". 

    To utilize this, go to Settings > Work Settings > Visit titles, you can edit this so that the job title shows is this is not already on. More info here. 

    Then you can go to Settings > Schedule > Calendar Colors > Assign a color - you can assign based on the different job statuses in the job title! 

    If you have any questions on this, please do not hesistate to reach out to our Success Team 888-721-1115 ext 1 or email mailto:support@getjobber.com 

1 Reply

  • jade's avatar
    jade
    Jobber Support Team

    Hello, and thanks for bringing this to the community! I think that this is a wonderful feature request and I have shared this with the Product Development team. 

    I do have a recommendation for the meantime! I suggest adding the "job status" in the job or visit title, so that at first glance on the calendar, you can see the status. You can also use this to color coordinate on the schedule based off of "title contains". 

    To utilize this, go to Settings > Work Settings > Visit titles, you can edit this so that the job title shows is this is not already on. More info here. 

    Then you can go to Settings > Schedule > Calendar Colors > Assign a color - you can assign based on the different job statuses in the job title! 

    If you have any questions on this, please do not hesistate to reach out to our Success Team 888-721-1115 ext 1 or email mailto:support@getjobber.com