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OceanicDan's avatar
OceanicDan
Contributor 2
9 days ago

Ideas about note organization and ease of use

Hi all, been with Jobber awhile and this has always been an issue for us. We're an appliance repair company. Our office and techs use the note spaces for everything. This though makes that space noisy and important details get lost in the mix often. I had suggested many years ago a folder system that would allow the user to select which folder they wanted the notes to go into. This would have resolved all our issue but alas this has not happened. 

Ideally, I want to keep everything in jobber and not have to involve other programs. Has anyone had this issue and found a way to mitigate it?

Thanks all, Me

  • CarsonZ's avatar
    CarsonZ
    Contributor 2
    5 hours ago

    Hey there, we run into the exact same issue and request the exact same set up! having a folder system where we could separate document's from call notes from job notes from pictures would be huge!! What we have done is just create one note for Call Notes, then put all the call notes in that one note with a date in front of the info. Then create another for Photos and another for Documents. Then in theory we only have 3 notes per job and you look through one of those to find the type of information your looking for. Certainly not a solution, just a clunky work around.