Reports for future jobs
Hello, I recently started managing my parents cleaning business. It is growing quick and appointments are getting a bit much. They dont use the jobber app as it is too much technology for them, they are older. So I assign jobs to an account and then simplify the data and print it out for them. I like reports where I can easily manage the data in excel however there isnt an option for future jobs. Day sheets are too crowed and I can't modify the information on them. I find myself having to do a lot of copy and paste. Any thoughts on how I can do this?Going from requests to quotes
Hello All, I am not sure if I am doing something wrong on my end but when a request comes in and from that screen I create quote every time I go to save it it doesnt save. However if I go to the same client and start directly with a quote it saves every time. Does anyone else have this issue? Thanks in advance. Jim
