Hi everyone! Does anyone currently use Jobber in their work flow specifically for when making orders. For example if you place an order for equipment how do you let the team know? Do you set up a task in Jobber with the tracking number?
Looking to optimize our current workflow and didn’t know if Jobber was a good one for it or if I need to look into another system.
Thank you in advance!
Hey Maria, thanks for the question! A typical workflow would be to add an internal note in the Job; these notes can only be seen by team members and not clients.
Many Jobber customers use the internal notes section to communicate with teammates. Something to note, internal notes do not notify team members. If you are looking for a way to notify teammates about equipment orders, then tasks may work better for you.
I recommend reaching out to our Success Team find the best workflow for your business! You can give us a call 888-721-1115 ext 1 or start a live chat by going to the ? top right corner > chat with us.
