Managing Fill in Jobs
Hi Community! One challenge we face is keeping track of fill in jobs or jobs that need a follow up visit but dont know exactly when it will happen. Having one central location or a way to keep track of all of these for easy reference would be key. We try to use the job status' as much as possible but turns out this does not always work. The work around we have done is creating a new customer named "Fill In" then created a new job titled "Fill In Jobs List". Now techs or **bleep** can add a new line item with scope of work, estimated duration and job number. Each new line item represents a separate fill in job. This puts all our fill ins in one location and we can reference it then direct to the job number in Jobber for scheduling. This works but don't feel its scalable. Curious what others have been doing for this! Thanks, Carson
Blocking time in jobber schedule as unavailable
Does anyone know how to block off time in Jobber when not available? Since Jobber does not do a two-way sync with Google calendar, I need a way to block off time in Jobber when I'm not available. I don't want to have to change my business hours or make fake jobs in jobber to block off time for personal appointments. Does anyone know how to get around this? For example, if my hours are 10 am to 7pm, but I have a doctors appointment at 11 AM, how can I make it so nobody can book me during that time? Thanks
Do jobs ever go missing from the calendar?
Hey guys, every few days we find out a job went completely missing in the calendar after completing it. The client messages us saying that they didn't get their invoice so we look into it and the job went missing.. the weird part is the timesheets show the employees clock in time but the job is missing from the calendar. Has anyone else experienced this?
Dumpster Rentals
I have contacted jobber on different occasions. for the scheduling. i want to be able to drop a dumpster off @ a address and it will stay in my calendar and also on my map. As of now i have to leave an end date which i am using a year from the time i drop it off. As of now i am using the "site visit" function for this. i dont have to do a site visit. i am dropping off a dumpster for a undetermined length of time. I want to be able to look at the map or go back through my calendar and see that there is a dumpster at this location. drop off only. then after i invoice it comes off the map.
Creating route efficiency for scheduling
Hello all, I'm looking for tips on how to adjust our schedule to create the most efficient route for our technicians. As it stands, we have an online booking system that allows customers to book appointments for the following windows: morning (8:00AM-12:30PM) or afternoon (12:30PM-5:00PM). We do allow for multiple bookings in the same window and this is where the route efficiency can get messed up. In the past, we would adjust the appointment start time to create the efficient route. Now we have email automations setup and we do not want to confuse the customer by sending them an email with an arrival window different from what they originally booked. Is there a way to rearrange the appointments for route efficiency without changing the appointment start time?
