Job Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied. If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank. Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit. And, the only place to view the Job Form status info is either directly in the form, or in Reports. Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense. This in no way is a Job form to me, its a Visit form. And that is NOT the same thing. All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance. In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months. We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking. Or, am I missing something? Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?Solved14Views0likes2CommentsFinding 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?11Views0likes2CommentsFeature Request - JOB Status at a glance
It would be great to have what some other softwares have for managing jobs at a glance. A JOB status (not just a custom field), but rather an actual high-level drop-down style list (that we can customize ideally), that denotes the STAGE or STATUS of this specific JOB. And that this Status shows in the pop-up info on the calendar/unscheduled list when hovering, or in JOB reports (sort by JOB Status) would be very helpful. We can end up with lots of Jobs sitting in the Unscheduled List as they go through phases or holds of the project. To be able to see the reason for it being on the unscheduled list at a glance is really the goal. A job may have status that looks something like this - Ordering, Prep, Pre-Wire, Hold for X reason, Installing, Final Trim, Needs Activation, Needs Demo, Completed, etc. It would just make it easier so much simpler for the whole team to see at a glance what the Jobs status truly is quickly. Currently we track this manually on a dry-erase board in the office, and to some extent now using custom fields, but you can not see custom fields at a glance, you have to click all the way into the JOB form. However, when using fields for this it is hard to change, as you have to open the JOB form and then hit Edit. Ideally these JOB Status would be able to be changed from the calendar/unscheduled pop-up view. Without ever editing the Job form. Even if we could select at least 1 Custom Field to show on the calendar/unscheduled pop-up view, that would be a great intermediate step. Preferably right under the Title of the calendar entry.Solved9Views0likes1CommentCustomer 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!Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.17Views0likes3CommentsMap 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.29Views1like2CommentsMass Scheduling with Line items
Is there a quick and simple way to upload visits that include line items, rather than having to create each one individually? I'm new to Jobber, so any guidance would be appreciated. It seems strange to me that I can create a job but not add the other details. It would be really helpful if we could upload line items as well for better automation and efficiency during the invoicing process after the visit.13Views0likes1CommentRouting
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 jobberSolved19Views0likes1CommentCustomer 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.