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.
Jobber needs an Audit Trail feature
Is there anything in the works for an audit trail to be released in Jobber? It would be extremely helpful to me to be able to see WHO created a job or invoice or who took payment, etc. It may seem trivial to many, but I spend too much time tracking down who created a job, etc. Many times the job/invoice, etc are duplicates or created incorrectly. I don't know who I need to educate on that if I don't know who created it. The current activity feed does not go back far enough. It seems that since Jobber knows who is signed in, it would be fairly easy to create a function that simply says 'this job was closed by **bleep**' or at the bottom of the invoice (like where the internal notes are) have listed whose account created it. Jobber also needs a Quote Decline option. This probably isn't the correct place to add these requests, but I have been requesting them through the chat for the last 2 years. I just thought I would add it here as well. Am I the only person that thinks this would be beneficial?
Client profile feature
Hello, I know this might sound a bit far fetched but just like you can update account profile pictures for employees, it would be great to have this option for client accounts too. I run into this issue quite often in which i dispatch a crew to a clients house and they have a hard time locating the house or sometimes end up at the wrong house. We do use GPS system HOWEVER lol I work with a few construction companies and when a house is currently being built or just completed, gps apps dont always have current address or view of the street or house. I also work in remote areas in which at times we dont have cell service either. I was recently given a demo presentation by HousePro and it is a feature they have so I hope Jobber adds this too. Thanks