Setting up rounds for lawn applications
Hello All, Jim from Paramount Turf Company here. I am 50 days in with Jobber and preparing for a new service line we offer at PTC with lawn applications starting in 2025. With that said, I have experience with other software companies when it comes to setting up a multiple round application program but was curious how you all do it within Jobber. Jobber client service team has been great with their one-on-one consultations and have been super helpful but would like to talk to someone in my industry in how you all set up your multiple rounds and how you schedule it. Would love to connect with some of you if you would be willing to talk some shop! Thank you in advance!!!
Snowplowing routing
We are having trouble with the way that we currently have to schedule our teams for dispatching when it come time to our snow plowing events. With Jobber currently not having a way for the management team to efficiently dispatch a large number of clients to each team member at a short notice interval. We currently have to set a job as a repeating job but leave it unscheduled. This leads to the problem of not having the option of selecting a team member/ members. Being in a area of heavy snow and storms that require at time 2-3 dispatches we currently have not found a way to notify our drivers through jobber quickly. We are currently looking at other programs to accomplish this task like Folosoft. But am wondering if anyone has had a successful way of doing this. Our thoughts for Jobber would be to have a dispatch via the team member and or a group. Example customers on Truck #1 route is saved as Route #1 and can be scheduled to the date of service needed in the order that is pre-set. Then all you need to do is assign the team member to the route and good to go. Example #2 would be Tagging all customer under the route you want and then mass schedule them using the tagged word. Ultimately we would like to dispatch as quick as possible and have the route for the drivers to take be preset. Then all they would need to do is capture a finished photo and hit complete. This would also help us track completion rate as our team members go.
Creating 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?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.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?
Client 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. ThanksCustomer 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
