Randy_Warner Have you done any development or integration work that helps fix or minimize the problem scenario above (we experience this too). Sorry to distract you, but you were so responsive before that I had to ask...thank you.
Thanks for tagging me here Denise! Trying to do this exclusively with Jobber would most likely be a bit difficult. Depending on the Job size or timeline I could very easily see important details getting lost in the notes. Many trades, including GCs, as HUGEHomePros mentioned in the OP have longer term projects that can span multiple weeks, if not months.
One solution is to integrate a true project management application for use during the service delivery part of the process. You could integrate this with Jobber in a way so that with every Job creation, a new Project would be created in your project management application. This could include every note from the Quote that was used to create the Job in Jobber so that all of the information from the sales team was pushed to the project management application. Everything would then be managed in there for the duration of the project. Then, when the Job is complete you could push any relevant information back to the Job in Jobber as notes for later reference in Jobber if necessary.
While this of course isn't the ONLY solution it's one that I have seen others use before. Hope this helps in some way!
