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?
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? ThanksToday 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!!
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?
