Job Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied.
If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank.
Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit.
And, the only place to view the Job Form status info is either directly in the form, or in Reports.
Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense.
This in no way is a Job form to me, its a Visit form. And that is NOT the same thing.
All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance.
In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months.
We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking.
Or, am I missing something?
Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?
While I see what your saying, that seems wildly inefficient, and sounds like you would be doing a lot of editing, and definitely is not helpful from a point of view of a manager who is trying to track project status or see at a glance what needs completed.
We need a FEATURE REQUEST to get at least JOB level punchlists right away. Even better, some form of like what Service Titan does with the ability to put Jobs into Projects... and then the management function are in the 'Project' with the Jobs/Visits living inside of that, like a folder for the Job or Visit (Phases of a Job). The Punchlist(s) need to be global to the 'Project' ideally.
Its surprising after like 7 years with Jobber that this is still not even remotely close to being usable for larger jobs spanning weeks or months. Which is incredibly common for Electrician, Plumbers, Mechanical, Low-Voltage, trades... all of which you say you cater too in your advertising. And i know its been requested.
At $365/mo i think the basics of this should be included already, but I would consider even paying a few dollars more to add it, especially if it was more detailed and well implemented.
