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...
Forum Discussion
I use the notes section on almost every client on almost every call. I come from a call center environment where you document everything to CYA. It also becomes very practical from a business standpoint...HOWEVER I HATE the fact that since the latest up date it seems that now you have to uncheck a whole bunch of boxes to have the notes just be on the Client account and not attached to a job, quote, invoice, etc. If I wanted it attached to those things I can easily click the boxes instead of having to unclick them every time. Thoughts?