How to disconnect financials from texting
I have found an issue that I think would be very easy for Jobber to fix, but is currently super annoying in my business. I want my team members (technicians) to have the ability to text our customer...
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100% in agreement! We started using Jobber because of the texting feature. Once we discovered, after the fact, that field tech's could see the numbers they started to complain about how much they were getting paid when they saw how much we charged for each job. I shared my views with our on boarding person. To fix this we zeroed out the cost of jobs, and turned off the ability of the tech to search/view invoices, quotes and requests from the app. The problem now is that some reporting is misleading because the jobs have $0 value. So there is a way around it at a cost of reporting on each jobs value.
Not sure if this helps, but it really does need to be addressed.