Jobber needs an Audit Trail feature

Question

Is there anything in the works for an audit trail to be released in Jobber?

It would be extremely helpful to me to be able to see WHO created a job or invoice or who took payment, etc. It may seem trivial to many, but I spend too much time tracking down who created a job, etc. Many times the job/invoice, etc are duplicates or created incorrectly. I don't know who I need to educate on that if I don't know who created it. The current activity feed does not go back far enough.

It seems that since Jobber knows who is signed in, it would be fairly easy to create a function that simply says 'this job was closed by **bleep**' or at the bottom of the invoice (like where the internal notes are) have listed whose account created it.

Jobber also needs a Quote Decline option.

This probably isn't the correct place to add these requests, but I have been requesting them through the chat for the last 2 years. I just thought I would add it here as well.

Am I the only person that thinks this would be beneficial?

jorge_newimage · Answer

Hello,I agree with this and I hope this feature is eventually added. In my previous job we used Salesforce which offers a lot of auditing options, reports etc. I want to be able to audit my teams work and provide feedback if something is not done correctly. Insight into their productivity would be amazing.&nbsp;

brianbe · Answer

They do have the information - getting it to populate on a quote/invoice/job would be the way to go. I am not a computer guy so it sounds super simple to me. It could require a total re write of the way jobber works - I have no idea.

A workaround I did was use a zapier trigger. Anytime a job was changed I would have a message populate in Teams that said Job # was changed for the following reason "x". I also did it when a quote was approved, invoice status changed, and I forget the last zap. It was helpful to keep office staff up to date on what was happening in the field.

This has consistently been one of my biggest gripes using Jobber. Jobber does do several things well. This is an area of improvement in my opinion.

krista · Answer

Hi hshoosier​&nbsp;
Thank you so much for sharing your feedback. I completely understand how important an audit trail would be in helping you track actions like who created a job or invoice, and you are definitely not alone in this request. It’s clear how impactful it would be in day-to-day operations.
I’ll make sure this is formally submitted as a feature request and tagged appropriately. Our product team continuously reviews these insights to inform what we build next, and requests that come up frequently carry meaningful weight in those conversations.
I encourage you to reach out to our Success team directly if you'd like to add even more context around how this would benefit your business. The more detail we have, the more compelling the case becomes. Your perspective helps us better understand real-world use cases and shape solutions that meet our customers’ needs.
We’ve also noted your suggestion about a Quote Decline option and will be passing that along as well.
Thank you again for taking the time to share your thoughts.

brianbe · Answer

I will go further - need a diary function that records all interactions regarding a job/quote/invoice in the same place. All emails/texts/interactions should be housed in the quote/job/invoice. I would also suggest quotes/jobs/invoices all have the same number. One of the things I do to solve the problem of who booked what is to have my staff put their initials on any work they do.&nbsp;

aarontree · Answer

It's seems Jobber has the data already. When I look at the notifications, it shows exactly who is doing what. But there is no record or log of this past like 100 entries. And it seems there is no way to document it somewhere else, export it, or something similar.

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Jobber needs an Audit Trail feature

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