Forum Discussion

Contributor 2

26 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...

Cheryl

Contributor 2

21 hours ago

Hi krista
That's correct
We have separate job forms for each stage of work but they are filled out at the visit level so the info doesn't transfer across all visits.
If the checklist is attached to the job, then you should be able to see the info on the checklist at any visit under that job once filled out, but that's not the case.