job forms & checklists

13 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?
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dcholding302
9 months ago Place Job Details & Scheduling
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Job forms detail question
Is there a way to see which staff member fills out each part of the job form. I have more than one employee on site, and they work together however they are in different parts of the house. Each staff fills out the task they perform and wonder if it's possible to see who does what?
RSCcass0905
1 year ago Place Job Details & Scheduling
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3likes
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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?
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PestFreeCanada
6 months ago Place Job Details & Scheduling
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2likes
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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
1 year ago Place Job Details & Scheduling
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Out of cell service area access
Wondering how many of us work in areas that have poor or no cell coverage? In my area that is quite frequent and we can't access jobber online or the app so no job time tracking or marking it as completed, etc. Is there any way around it beside waiting to have cell/data service? Thank you,
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hurcoll
1 year ago Place Job Details & Scheduling
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Job statuses
We do appliance repair during the day we go out to the diagnosis and in the evenings write the estimates in office, if it wasn’t able to be fixed would there. Our old software had a system where we could attach customized labels to every job, such as need estimate written, need to invoice, two main job, needs parts ordered or follow up And in the office, you could go through and filter the jobs by these labels then you know none got missed. The tech could add the labels from the app and office staff could from the desktop. Has anybody found a way on Jobber to do something similar or an integration that would work?
Mbtullos
4 days ago Place Job Details & Scheduling
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1like
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How To Customize Jobber Checklists and User Permissions?
Hi all, We are implementing Checklists for each job to ensure all tasks are attended by team, if there's anything further to be reported or if they completed all safety steps etc. These checklists are intended for internal records only and are not meant to be shared with clients. However, we just realised that employees need further access to see all jobs and reports in Jobber) and they can send these Checklists to the clients. The crew can use the Share/Email option to send completed forms directly to clients. We'd like to disable this feature based on user roles or permissions, so that only designated administrative staff can share forms externally. Having a permission such as "Allow users to share/email Job Checklist" or not giving any permission to access all jobs and reports in Jobber would help prevent accidental distribution of internal documents while still allowing crew to complete the checklists in the field.
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SerenG
2 months ago Place Job Details & Scheduling
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1like
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