Cheryl
5 days agoContributor 2
How do you set up visit-specific checklists in Jobber for multi-visit jobs?
I am starting to use multiple visits under one job and want the ability to have checklists specific to that visit.
As an example - we will have our fist visit be the site assessment and corresponding form/checklist
Second visit will be for installation - and that corresponding form/checklist
In theory this would be fine, but it gets confusing when the job forms are completely blank for each visit - if they are attached to the job, so they not hold the info from visit to visit?
Is there a way around this to make it less confusing for our field teams with multiple empty checklists that don't apply to the visit?