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HauerPower's avatar
HauerPower
Contributor 2
2 days ago

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?

1 Reply

  • JHTS's avatar
    JHTS
    Contributor 3

    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.