Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in c...
Forum Discussion
I completely agree with a lot of these! Let me add a few:
- When creating batch invoices, the job title does not cross over and it changes the title to the default title. That is VERY frustrating since I have the jobs titled for a reason. It defeats the purpose of batch invoices if I still have to go in and change the title.
- DEFINITELY DEFINITELY need an option on the quote for the customer to decline.
- I would like to be able to see WHO created a job, etc. An audit trail is available on every other type of computer program. Why not Jobber?
- I 100% agree with your #10! I spend too much time trying to figure out and merge the same job that has been created twice! Because there is always one or two employees that will enter time on the wrong job! To add to this...it would also be great if there was a prompt when someone tries to create a job NOT from the quote - something to remind them there is an open quote. Our guys are really bad about doing this, so it looks like our conversion rate is low.
- Also on quotes under 'salesperson', it should continue to say the person's name that created it, not 'deleted user'. We have a few employees that previously did quotes for us but have left us for whatever reason. Just because I have deactivated their Jobber profile, I still need to know who originally created the quote.