How to back up job photos and files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! Josh
Request for Quote building using hidden subtotals
As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price. In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations. It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling. Example: Tile Backsplash Installation $2,575 (hidden below) Labor 12 $165 $1,980 Tile 1 $350 $350 Mastic 1 $30 $30 Grout 1 $30 $30 Misc 1 $20 $20 Does anyone else struggle with this or have an efficient workaround?
Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.🚗Fleet Sharp and Schedule (alpha) Split Screen
Hello, Our Fleet Sharp trackers do Not populate on the schedule (Alpha) split screen. We heard about Force Fleet at the spring feature announcement, and we have seen screenshots of Force Fleet trackers visible on the schedule split screen. We are wondering (hoping 🙏) if Jobber will update the split screen to show both Force Fleet AND Fleet Sharp trackers. We are wondering if anyone has heard or knows info regarding this topic. Thank you
