job follow-ups

5 Topics

Job 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?
Solved
dcholding302
17 days ago Place Job Details & Scheduling
14Views
0likes
2Comments
Finding out when a client profile was created?
So I took a call from a customer on a Friday afternoon after a busy day, he wanted service for the next week so I put in his name and address in a job booking, but forgot to take down his number! It is in my call log on my phone, but I had so many calls that day and I don't remember which number was his. I was wondering if there was a way to see what day/time a client/job was entered in Jobber so I can cross reference my call log?
PestFreeCanada
22 days ago Place Job Details & Scheduling
11Views
0likes
2Comments
Feature Request - JOB Status at a glance
It would be great to have what some other softwares have for managing jobs at a glance. A JOB status (not just a custom field), but rather an actual high-level drop-down style list (that we can customize ideally), that denotes the STAGE or STATUS of this specific JOB. And that this Status shows in the pop-up info on the calendar/unscheduled list when hovering, or in JOB reports (sort by JOB Status) would be very helpful. We can end up with lots of Jobs sitting in the Unscheduled List as they go through phases or holds of the project. To be able to see the reason for it being on the unscheduled list at a glance is really the goal. A job may have status that looks something like this - Ordering, Prep, Pre-Wire, Hold for X reason, Installing, Final Trim, Needs Activation, Needs Demo, Completed, etc. It would just make it easier so much simpler for the whole team to see at a glance what the Jobs status truly is quickly. Currently we track this manually on a dry-erase board in the office, and to some extent now using custom fields, but you can not see custom fields at a glance, you have to click all the way into the JOB form. However, when using fields for this it is hard to change, as you have to open the JOB form and then hit Edit. Ideally these JOB Status would be able to be changed from the calendar/unscheduled pop-up view. Without ever editing the Job form. Even if we could select at least 1 Custom Field to show on the calendar/unscheduled pop-up view, that would be a great intermediate step. Preferably right under the Title of the calendar entry.
Solved
dcholding
25 days ago Place Job Details & Scheduling
9Views
0likes
1Comment
Just getting going with Jobber. Advice Needed
What are the most importance things that should be in my To-Do list for a company that’s just starting out with Jobber? We are coming from a Paper phone book and Rolodex!
Ridgeline_Jeff
4 months ago Place Job Details & Scheduling
18Views
2likes
1Comment
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
CarsonZ
10 months ago Place Job Details & Scheduling
6KViews
1like
5Comments