Can I add Job Forms to an Assessment?
We have an internal first time site visit checklist (PDF Doc) that we want the guys to follow. I see where I can make job forms on Jobber and then add them to jobs. But in the workflow, the site vi...
Forum Discussion
I have been asking for this feature since job forms became a thing. They are great for everyday stuff like risk assessments, wildlife assessments, incident & accident forms, which are attached to every job. I would like to be able to attach them to requests too to capture details that the operatives dont need but the office does - ie how many men in team, hours takes, TPO details for application etc. At the moment we copy and paste the questions into notes and the surveyor notes only go to quotes - but team notes go all the way. Having this as forms would make the capture of info so much easier. My alternative solution was to be able to change the colour of the writing to make seeing the notes easier. Especially as we have some dyslexic staff.
Thank you Guys for adding the Checklists feature to Assessments - now is there anyway we can have these so they follow through to the quote. The details we capture at assessment stage are also needed when a quote is approved as it contains details like, how many hours? how many men? specific roles required, specific machines etc making it easier to book in.
I love the way you guys listen to whats needed on the ground and thank you all for your continued support in our needs.