Scheduling a customer for an office visit
I'm floored that there is no "toggle" to select a customer address vs our office address for a job. Most of our work is done a a customers house, but we also have people come to our office quite regu...
Forum Discussion
Hey DnRdog! Thanks for the feedback. Jobber is intended for "in-the-field" visits, but as we continue to grow, it's important to understand that different businesses have different workflows.
I recommend using custom fields or stating somewhere in the visit title that it is an office visit rather than an on-site visit.
To set up a custom field, go to the Gear Icon > Settings > Custom fields > Job custom fields > Add field. You can make it a text field to indicate its an office visit and not a on-site visit.
A faster workaround would be to go to the Job > scroll down to the visit > more actions > edit.
We appreciate all the feedback.
For software that I spend thousands of dollars per year on, I am not interested in creating inaccurate Band-Aids. Even if I put office visit in the title, the automated visit reminders indicate that the work will take place at their home. We will be having potentially hundreds of office visits in a given year. If Jobber cannot handle a simple office visit, we will need to look elsewhere for software. I am absolutely floored that you make it sound as though we are the only people who have people in for office visits.