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?Solved137Views2likes4CommentsJob Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied. If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank. Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit. And, the only place to view the Job Form status info is either directly in the form, or in Reports. Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense. This in no way is a Job form to me, its a Visit form. And that is NOT the same thing. All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance. In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months. We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking. Or, am I missing something? Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?Solved229Views2likes2CommentsTutorial: How to Set Up Re-Occurring Jobs in Jobber
Hey Guys It took me a while to set up a reoccurring job correctly - so I made a video on how you do it! From the quote to how you set the job up so they get billed automatically. Here is the loom video going over the process. How to Set Up Recurring Jobs in Jobber
88Views2likes1CommentHow do you use your services list to increase the value of every job?
I constantly go into my Products and Services page and update wording, add services, and just basic review. This is so important to me because the whole base of my business is to be full-service to my clients. If I see an issue while doing my inspection, I either propose to do it for them or have a small network of other service pros I can call to solve the problem. That is why my list of products and services is so important. I can pop that into a proposal and quote it in seconds, then present it to the client after the inspection and tell them everything we can do for them. It has been working out really really well and I do owe a lot of it to Jobber having this feature at my finger tips. Some calls double in value simply because I am presenting them to a client right then and there. It does take some time off the road to review and make sure everything is looking professional and accurate, but when that turns into revenue on the road I feel validated spending some time reviewing these details. Presenting them a professional and itemized proposal for everything I can do to help them is so so so handy for me. Does anyone else work like this? When add-ons can really start to add up value to a call? Did you spend time working on your lists to make them ready to go at each call?41Views2likes0CommentsManaging 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, Carson6.1KViews1like5Comments