Job statuses

Question

We do appliance repair during the day we go out to the diagnosis and in the evenings write the estimates in office, if it wasn’t able to be fixed would there.

Our old software had a system where we could attach customized labels to every job, such as need estimate written, need to invoice, two main job, needs parts ordered or follow up

And in the office, you could go through and filter the jobs by these labels then you know none got missed.

The tech could add the labels from the app and office staff could from the desktop.

Has anybody found a way on Jobber to do something similar or an integration that would work?

jjd921 · Answer

Job custom fields will get you part of the way. Make a field for status with the values you listed, set it on the job rather than the client, and techs can set it from the app. The jobs list filters on custom fields, so "show me everything that needs an estimate written" works.

Where it falls short is that a custom field holds one value and no history. You can see a job is sitting at "needs parts ordered" but not how long it has been there, and nothing tells you it has gone stale. That is usually the thing that actually bites, since the label is only useful if someone checks the list every day.

If you want the nudge rather than the list, that part is not native. A tag or field can be read through Jobber's API, so an add-on can watch for jobs sitting in a status too long and surface them. I built something similar for a different problem and that is roughly how it works.

Out of curiosity, what did your old software call it? Knowing whether it was a true status workflow or just free-form labels changes which approach fits.

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Job statuses

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