Forum Discussion
Fotos
7 months agoContributor 2
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 schedu...
Derek-AtoZFam
5 months agoContributor 2
When estimating jobs and creating quotes we base that on hours needed, whether multi day or single. Drywall for example is 3 visits. When an estimate is accepted, we write in the notes of quote a “job summary form” where it’s a template with how many days, hours each visit, who to assign, etc. our scheduler then uses that form to create the visits in jobber after converting. Switching views on schedule from day to week helps but it’s not great with how it looks on screen.