Can I add a Job Form to a job after I have created it?
I have clicked through everything I could see and can't seem to be able to add a Job Form to a job on the fly. I end up deleting the job then just having to create a new one with it added. Obviously sometimes I forget to add it, but other times I just need a form to fill out some information and send to a client. Has anyone solved this issue or have some info to make this easier?
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
