How do you set up visit-specific checklists in Jobber for multi-visit jobs?

Question

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?

krista · Answer

Hi Cheryl​&nbsp;
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?&nbsp;

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How do you set up visit-specific checklists in Jobber for multi-visit jobs?

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