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PaintingManager's avatar
PaintingManager
Contributor 2
7 days ago

Multiple jobs approved and scheduled at the same time, crew, and address

We sometimes have clients who ask for items to be quoted out separately instead of as an optional line on one quote. Then they are approving them all and I am putting all of them on the same dates since all the work for them is being completed at the same time.

Is there any way or maybe it can be added in the future for combining them together into one calendar item? Kind of like when you have multiple things to invoice for a client it lets you select and invoice them together.

I feel like it will help my calendar look a little cleaner and might be a bit easier on the crew if they can see everything at once instead of looking into 2 or 3 job scopes of work. 

1 Reply

  • Hey PaintingManager,

    ​I feel your pain on this—having multiple overlapping calendar blocks for the same address clutters up the schedule and makes extra work for the crew!

    ​Since Jobber doesn't have a native "merge jobs" button (im just asuming that your using Jobber), on the calendar yet, here are two quick ways to handle it:

    • The "Master Job" Workaround: Leave one job scheduled on the calendar as your main job, copy/paste the details from the other jobs into its notes section, and delete/unschedule the extra visits on the calendar. That way, the crew only sees one entry, but you can still batch-invoice all the approved jobs together when finished.
    • Single Quote with Optional Line Items: For future clients who want separate pricing, try putting everything on one quote using optional line items or sections. When they approve it, Jobber creates a single, clean job automatically.

    I hope these ideas help declutter your schedule!!!