Map and Routing
Brief: Is there a way to see all client properties (active and inactive) overlaid with active work properties? Context: It would be nice to have the ability to see all properties (including inactive jobs or just customers in the area) in the vicinity of an active job when scheduling. This could create opportunities for inspections, follow-ups, upsells, and general efficiency for our business. Does anyone have a workaround for this? Ideally, it would be similar to the toggle for "unscheduled jobs" so there is still the ability to have a clean view of what work is pressing. Preferably color coded and available on the mobile app. Any advice would be appreciated! Alternatively, is there a way to see all clients (active and inactive) by a geographic scope (county, municipality, by tag, etc.)? *I am aware that this view exists in part under route optimization under settings but without the ability to see active jobs.29Views1like2CommentsRouting
I run a pest control company, i only have 75 monthly maintenance customers, I only take on a certain type of client. I'm having trouble with routing the customers, I want to take the 75 clients and split them in to daily groups, 4-6 per day, but the problem im having is seeing all the customers on the map at the same time without a bunch of other customers that are not monthly maintenance customers, it would be great if I could just see the maintenance customers and then select the groups closes to each other. the other night i spent 5 hours figuring out the routing, i'm only talking 70 customers, if I had the normal amount of maintenance customers like 500 - 1000, I would not be able to use Jobber. Is there a workaround for this! Please jobber fix this, if not at some point Im gonna have to find another crm and I really like jobberSolved19Views0likes1CommentCreating route efficiency for scheduling
Hello all, I'm looking for tips on how to adjust our schedule to create the most efficient route for our technicians. As it stands, we have an online booking system that allows customers to book appointments for the following windows: morning (8:00AM-12:30PM) or afternoon (12:30PM-5:00PM). We do allow for multiple bookings in the same window and this is where the route efficiency can get messed up. In the past, we would adjust the appointment start time to create the efficient route. Now we have email automations setup and we do not want to confuse the customer by sending them an email with an arrival window different from what they originally booked. Is there a way to rearrange the appointments for route efficiency without changing the appointment start time?30Views2likes4CommentsClient 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. Thanks10Views0likes1CommentSchedule
Hello community, we have an average of 150 jobs on our schedules every day, how do i get to put all the jobs on jobber and have a daily view before assigning to a tech, I perform the dispatching role and we have to use a different schedule , like outlook to se all our schedule at one time, but we would like to use jobber, the only problems is that assigned jobs don't fit on that little window on the left.234Views1like5Comments