Managing Year-Long Jobs with Multiple Tasks & Recurring Visits

Question

Hi everyone,I’m looking for advice on how others are managing long-term jobs in Jobber that span a full year and include many steps or tasks—some one-off and some recurring. For us, scheduling a yearly maintenance job has been a challenge.Are you setting up one Job with many visits, or are you creating a separate Job for each task in the contract with multiple visits for each? When converting a quote to a job, Jobber allows multiple jobs from a single line item, which sometimes leads to duplicates and scheduling issues.Another challenge is payments by installment—we need the job total to match the installment price rather than the full contract value, and I’m wondering how others are handling this.In other programs, scheduled tasks would turn gray to indicate they had already been converted to a job. If they needed to be scheduled again, we could either add a visit to the existing job or delete it and create a new one. Does Jobber have a workflow that allows for something similar?Would love to hear how you structure your jobs to keep scheduling and payments running smoothly!

teaguetsh · Answer

I’m having a similar issue when I have an estimate approved for one client with possibly multiple properties where each Plant Healthcare fertilizing or tree spraying service needs to be scheduled at a certain date in the season when we go out to do all of those services. Basically, I have to take an estimate with several products and services and create a similar job for each product in service so that I can have it scheduled at the appropriate time throughout the season. Some of them need to be reoccurring and some of them are one off. It’s a tremendous amount of work to turn that estimate into several jobs and schedule each and every one of them.
It’s not a problem if all of the products and services can be completed in one visit or a job that lasts for a week. The client can have one estimate and we can have one job with multiple visits. But when we’re trying to turn each one of the estimate line items into a job it’s really an unworkable system for Plant healthcare as far as I can tell.
I wish I could’ve answered your question, but like I said, I’m having similar issues with limitations of the job or software for the Tree Service industry

ivy123 · Answer

I'm not sure if this thread is still viewed but we are new to jobber and have multiple divisions (crews) . We're implementing Jobber with the fertilizer crews first. Our quotes are sent through jobber but not created in their software, its cut and pasted from a spreadsheet,&nbsp; then sent to customer. Once they accept we create a job , not line items. We were instructed not to use line items.&nbsp; We actually create separate jobs for each service and then have to make visits for each fertilizer application, we do the same for mowing visits as well. We've had a lot of issues so far and need better support. Lastly, chemical tracking and reporting is very important but we can't figure out how to customize a report. We use the description of work in the job form for invoicing, but we cant get the info to get into a report. BTW we invoice through QB's since we are using the Enterprise version that's not compatible with Jobber. Any tips would be appreciated

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Managing Year-Long Jobs with Multiple Tasks & Recurring Visits

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