Forum Discussion

TESVT's avatar
TESVT
Contributor 2
9 days ago
Solved

Multiple job forms per job

I just started using Jobber and was excited about using the job forms.  While the forms are great and work well for capturing information and sending service reports, I wish I could add multiple vers...
  • jade's avatar
    jade
    8 days ago

    Hey Tesvt, Job forms are a great way to stay organized on the job! If you need to make multiple of the same job form, that is totally possible and I can walk you through the steps. 

    Gear icon > Settings > Job Forms > ... next to the form you wish to duplicate > duplicate - I recommend changing the title of the second or third form to something slightly different so your team can differiciate. Here is some more info on that. 

    When creating the job, you can select multiple job forms at the same time, that will all be applied for the same visit! 

    I really hope this helps! I also want to say thanks to PestFreeCanada for the suggestion, if you are unsure about who your designated Product Expert is, please reach out to our team and we can ensure you get connected with them! 888-721-1115 ext 1 or mailto:support@getjobber.com 

PestFreeCanada's avatar
PestFreeCanada
Contributor 4
8 days ago

If you just started with Jobber you should have access to their one on one support team. Not sure if that is a tiered option but I had a similar issue with making job forms for different areas of a building. I spoke with a support coach and he really helped me create good looking and useful forms. Give them a shout and see if it's something they can help you with.

 

  • TESVT's avatar
    TESVT
    Contributor 2
    7 days ago

    Thanks.