Jobber Notes Automations
What triggers or Automations do you use to populate notes in Jobber? Does anything work to automate the notes for that client relationship management?
Forum Discussion
We use Jobber Notes on all jobs. I copy and paste the Form for our Surveyor to use and then another note for the Team notes - again copy and paste. Its tedious but it keeps everything uniform. I just wish they would allow Forms to be added to notes - it would make our lives a lot easier and cleaner.