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
Thank you for sharing this context; it is really helpful.
At this time, Job Forms can only be attached to jobs, not to assessments or requests, so you are not missing a setting in the workflow.
I really appreciate the detail around how you are using assessments and requests differently from jobs. Wanting structured checklists for first-time site visits, separating information the operatives need from what the office needs, capturing details like crew size, hours, or TPO information, and reducing copy and paste into notes are all strong use cases. I also hear the accessibility piece around making information easier to read for staff, which is important.
I would be happy to submit it as a feature request. Jobber is made by the voice of our customers, and features that get asked for a lot are the ones considered for future iterations. While I can't guarantee any feature requests or timelines, this feedback is super useful for our product team!
Thank you. Put another way, a vast majority of contractors go to the site after a request, then quote the job. Jobber needs a better way to gather information at the "assessment" stage of Jobber's workflow, in order to systemize the quoting process.