Forum Discussion

Fotos's avatar
Fotos
Contributor 2
2 months ago

Drywall or multi visit scheduling

Would love to hear what others are doing to mitigate the manual chaos of scheduling multiple visits. Currently right now as quotes are approved we build the jobs in a Google sheets we call our schedule board. We build all the visit blocks and then put them on techs accordingly. We meet once a week to go over the board for the following week and once we agree and finalize it we then build all those appointments into Jobber.  That summary doesn't sound too daunting but trust me it is, there has to be a better way to schedule jobs as they come in. Less manual intervention. 

I would love to hear what other companies are doing in this space. 

Thanks

scheduling
software
  • rebecca's avatar
    rebecca
    Jobber Community Team
    2 months ago

    Hi Fotos and welcome to the community!

    What industry are you in? That might be helpful context for other members to share tips! The Jobber Success Team is also happy to discuss your workflow and provide some tips and tricks to get things running as smooth as possible! 

    • Fotos's avatar
      Fotos
      Contributor 2
      2 months ago

      Hi Rebecca we are a Home Service Drywall company, specializing in smaller drywall repair and painting. We do some larger jobs like textured ceiling removals, some medium sized boarding jobs however we really stay away from new construction. 

  • Tyler_Brinegar's avatar
    Tyler_Brinegar
    Contributor 2
    2 months ago

    Home Remodeling company here. 

    I relate to the difficulty of scheduling visits. For us, we find that we can't accurately estimate the time it takes to complete certain jobs. This is partly because our services are widespread, and because of the roadblocks often seen in construction.

    Currently, our method to counteract this is to make all current jobs constantly active (i.e. one visit per job is scheduled for a month long.) That way, our employees will always be able to clock in, and we don't have to manually shift the schedule around every time we hit a roadblock.

    I know there has to be a more effective method though, especially when considering scaling the business. If anyone has advice, please let us know!

  • Fotos's avatar
    Fotos
    Contributor 2
    2 months ago

    Hey Tyler,

    That sounds like an alright solution for larger jobs.. not ideal but like you say at least its there for the guys to hit the timer. 

    Thanks for keeping this conversation going!!

  • Chris_Newsome's avatar
    Chris_Newsome
    Contributor 2
    4 days ago

    I’ve been scheduling them as tasks when we have a job that carries over to another visit. For example, with painting, we didn’t get to put a second coat on, so we schedule a task the next available time for someone on the team to go back and complete the painting. It doesn’t allow time tracking, but it’s the best way I have found to do it.