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?Customer Q: Can Route Optimization set start/end points without adding them as visits?
Route Optimization doesn’t yet support fixed start and end locations that aren’t visits, but it’s something we’re exploring for the future. In the meantime, here’s a workaround you can use: Add your yard or storefront as two visits. In your Anytime visits list, drag one to the first slot (start) and other to the last slot (end). When running Route Optimization, check the options for Start and End appointments. This will make the route calculate from and back to that location. Click here to learn more about Route Optimization in the New Schedule!Customer Q: Can route optimization be customized for specific technicians and skill sets?
Not at this time. Route Optimization works by taking visits you’ve already assigned to a specific team member and arranging them into the most efficient route. It doesn’t factor in technician skill sets yet. That said, we’re always looking for ways to make scheduling smarter, and this may be something we explore in the future.Customer Q: How can we access the updated route optimization?
The updated Route Optimization is available in the New Schedule. You’ll just need to opt in to start using it. Along with Route Optimization, the New Schedule offers powerful tools to make scheduling more efficient. You’ll get new features like an interactive map that shows appointment locations alongside any calendar view and the new Find a Time tool to help you schedule more quickly. Click here to learn more!Customer Q: With route optimization, will there be a way to save a specific route?
Not yet. Currently, routes can’t be saved for future use, but we know this is a valuable feature for many businesses. We’re always exploring ways to make scheduling and routing more efficient, so this may be something we add down the road!Customer Q: Can route optimization use job time to suggest scheduling slots?
Full question: Does route optimization allow us to enter an amount of time for a job, to give us times to schedule clients within a day (not just the order)? Route Optimization is only available for “Anytime” visits—those that don’t need to happen at a specific time. If you’re scheduling visits that require set times, you’ll want to use our Find a Time feature instead. Find a Time suggests the best available slots by considering the appointment length, drive time, and your team’s availability, making it easy to schedule efficiently without guesswork. This feature is now available on the New Schedule. Click here to learn more 👉 https://help.getjobber.com/hc/en-us/articles/29840886387351-New-Schedule#h_01JKXK799PNZPXPXT9HZB1PTTN
