Multiple jobs approved and scheduled at the same time, crew, and address
We sometimes have clients who ask for items to be quoted out separately instead of as an optional line on one quote. Then they are approving them all and I am putting all of them on the same dates since all the work for them is being completed at the same time. Is there any way or maybe it can be added in the future for combining them together into one calendar item? Kind of like when you have multiple things to invoice for a client it lets you select and invoice them together. I feel like it will help my calendar look a little cleaner and might be a bit easier on the crew if they can see everything at once instead of looking into 2 or 3 job scopes of work.One thing that would really help with the schedule!
Hey Jobber! One thing I notice almost every day when looking at my schedule, is that it automatically goes to the top of the calendar. It's obviously not an issue early in the month when that is what I want to see, but when we are in the later days, I have to scroll down to find the date/week we are in. Could you make it default to center the day or week we are in? Is it that hard to scroll down a little????How to track job categories/special requirements?
Just wondering if anyone has some ideas around this, or has found a solution for themselves... We have some jobs with special requirements, for example: Require visit reminders (our Admin follows up manually if a visit is rescheduled after the automated reminder has been sent) Special scheduling requirements (eg. visits can only be completed on Fridays) Fixed price invoicing regardless of job time/time based invoicing (often different work categories are one way or the other, but we have some jobs that don't fit that strict "category rule") We currently use an emoji shorthand in job titles so we can quickly see at a glance things like what standard the property should be maintained, whether we only do lawn services or gardens are also included at the property, if they have a dog, that the job is correctly scheduled for summer/winter, etc. But these are tailored for the field crew and I'd prefer to avoid overloading the job info/titles and keep it simple for the crews. It's really admin/office staff who need to see the different info mentioned in the bullet points. I was thinking we can use Calendar Colours, but does anyone have other tricks up their sleeve?The “new calendar”… what are your best tips and tricks?
Our scheduler is a creature of habit and is stuck on utilizing the older version of the Jobber calendar. As far as route optimization, I do believe the new calendar will save a ton of time as we do over 150 cleaning appointments per week. What is everyone’s best tips in transitioning?Today button
Good Morning everyone Are any of you annoyed that when you hit the Today button on month view - it goes to the beginning of the month not todays date. I regularly have to put information into later parts of the year, when complete I hit Today to return to todays date, unfortunately because I work in month view, it jumps to the beginning of the month. Frustrating because if todays date is 25th of the month I then have to scroll to find it. Therefore it is not today! Apparently if you work in week view, it returns to beginning of week, again this is not Today. Its only in Day view that it will actually take you to today. All I would like is when I click Today, it actually takes you to TODAY!!
