Online Booking/Scheduling
I wish Jobber would incorporate a feature into the scheduling where one could make a schedule as follows : Every other Monday, Tuesday, Friday, Saturday, Sunday. Every other Wednesday, Thursday etc. Basically I need to create a schedule to work around my full time job schedule as we work rotating shifts. 2 on 2 off 3 on 2 off 2 on 3 off etc. I would love to setup online booking but can't because I cannot remove the days I'm unavailable due to my full-time job schedule. Can we get this feature added soon?!??
Online booking - losing Request info
Hey all, I have a pain point and I wonder if anyone else is experiencing this. Requests converted to Jobs via online booking lose the data of the Request. So if a customer uses a Request form (via the public website or through Ai Receptionist (which I don't have set up for Booking because I don't want the public to have access to that -- it's a previous customer only function in our world), and then books the visit online, the Request data is NOT moved into the Job, so the techs don't know what the Job is about. Pictures are moved to the Job form. If you have every possible product and service delineated in the booking form, I suppose the Request information might be superfluous, however, in plumbing there are so many variations, and sometimes we show up with the problem identified, not the solution (i.e., line items of products and services). We have more umbrella terms in our Request and Booking forms (routine jobs, multi-faceted jobs, etc.) as choices. Most customer wouldn't know a flange from a fill valve from a flapper, so it makes sense to present their choices in terms customer can understand. In any case, I think it's important to convey to the field crews what the customer said in their own words - can help the conversation when they arrive on site. Yes, I know how to cut and paste and adding steps is moving in the opposite direction of efficiency. Anyone else?
Some Much Needed Fixes in Jobber
Jobber just updated Booking Forms so that customers can now book directly to the schedule like how Online Booking and the AI Receptionist does it. This a great update and gives real purpose to the booking forms. BUT... there's a couple things.. Customers can only book Business Day(s) Away. Weekends are not possible. I literally watched my AI Text Receptionist argue with a customer saying Sunday is not possible when it very much is. Most businesses on Jobber are service companies and also need a dropdown to change Days Away to Hours Away. If our schedule is wide open: A - We're missing out on jobs B - Customers are going to find someone else that's faster. I created a Automatic Approval and Auto Payment Form. The most reasonable way to do this was by making a custom booking form. It's fine. It works. But an optional signature box like how there is on Job Forms would be extremely useful. Other issue: My last employer was a Plumbing, Heating & Electric business that used Service Titan. There were hundreds of line items. Service Titan allows a manager to create folders for the line items. There was one for Plumbing, Heating, etc. It kept things very organized. Pulling this off in Jobber without folders or any means of organization would be a nightmare. Searching is not reliable enough as nearly everything in the trades has multiple names. For example: the thing you connect your garden hose to can be a hose bib, spigot, sill **bleep**, hose connection, etc.
Can we get a custom time option for services?
I own a cleaning company and on average it takes us 90 minutes to clean 1000 sq ft of home. I want to simplify our booking and allow customers to enter the square footage of their home and have an accurate time associated with it. To do that, I need to break it down to 1 square foot = 5.4 seconds so when a customer inputs that their home is 2000 sq ft, it equals 3 hours of service time needed. Currently, the least amount of time I can select is 15 minutes, which means I have to break square footage into increments of 166 sq ft - which is confusing and not feasible because of this. There HAS to be an easy way to allow us to input a custom time selection krista jadeGoing 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
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?
