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 nois...
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We were having the same issue and created a system something similar to what Carson posted. It seems complicated but we were having to many issues were data was missing from Jobber and balls were dropped. If Zapier would let me create internal notes, this could be a fully automated process.
When a new client is created, the office creates two notes - "OFFICE NOTES:" and "SALES REP NOTES:". These are both linked to requests. Each team add notes to the appropriate note as the client moves through the process.
When a quote is made, a "CREW NOTES:" note is added at the quote level. This has data specific to the job about number of popele and resources.
When a quote is approved, the scheduler adds "SCHEDULING NOTES:" at the client level and records their interactions there.
Basically, if my team follows the SOPs about where notes are generated and what they link to I end up 1. I super clear picture of what is happening when I click into the client and 2. clear notes on quotes and jobs for the crew so they don't have to filter through multiple notes.
