Forum Discussion

Aldo5217's avatar
Aldo5217
Contributor 2
5 days ago

Geo location

We have couple issues with jobber, maybe just not using correctly.

we have 20 users aprox. each user makes there own estimates and Invoices from Jobber from where they log in etc..., why is that they have to select their names on the invoices and estimates, How to make it so is automatically.

Also I understand the software is cable of using Geo location, if they are at a address or client per happens, Why is that all customers come up for address, would be ideal for the location that the job is being done, for that location come up as a first option for customer name?

 

Does any one knows?

Thanks for all the Help

1 Reply

  • jade's avatar
    jade
    Jobber Support Team
    4 days ago

    Hey Aldo! Thank you for the questions! 

    I believe you are referring to the "salesperson" feature on the quotes and invoices. This feature is set up this way for tracking and reporting. All companies are different, and some may have technicians who do not fully own that scope of work - this is why it is an option. This also comes in handy if an employee is absent, and another one needs to create a quote on their behalf. 

    It sounds like you are hoping for that section to be automatically selected based on the person who is logged in. I think that is valuable feedback, and I am happy to share it with our Product Development team! 

    For your second question, I am not quite sure what you are referring to. I recommend reaching out to our Success Team. I think a phone call would be best to explain your request, and they would be happy to help you out with any features or workarounds! You can give them a call at 888-721-1115 ext 1.