Is there a quick and simple way to upload visits that include line items, rather than having to create each one individually? I'm new to Jobber, so any guidance would be appreciated. It seems strange to me that I can create a job but not add the other details. It would be really helpful if we could upload line items as well for better automation and efficiency during the invoicing process after the visit.
Hi jasmontoya
Thanks for the question!
Jobber does have a workflow that allows for mass scheduling by filtering existing Jobs using line items, Job titles, or tags. This is outlined in our help article and is referred to as the Snow Removal Workflow.
If you’re looking to create new Jobs that include line items, I’d be happy to share that feedback with our development team. While we currently offer a Job Import option, it doesn’t yet support importing line items.
It would be great if you could share a bit more about how this functionality would help your business, this context really helps our team understand how we can improve Jobber to better support your workflow.
