Forum Discussion

Cheryl's avatar
Cheryl
Contributor 2
10 days ago

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 correspondi...
krista's avatar
krista
Jobber Support Team
5 hours ago

Hi Cheryl​ 

Just to make sure I’m understanding correctly, it sounds like you’re already creating separate job forms for each stage of the work, for example:
• one form/checklist for the initial site assessment visit,
• and another form/checklist for the installation visit.

Is the main challenge that because both forms are attached at the job level, your field team sees both forms on every visit, and if one hasn’t been filled out yet, it appears as an empty checklist that may not apply to the current stage of work?