The “new calendar”… what are your best tips and tricks?
Our scheduler is a creature of habit and is stuck on utilizing the older version of the Jobber calendar. As far as route optimization, I do believe the new calendar will save a ton of time as we do over 150 cleaning appointments per week. What is everyone’s best tips in transitioning?
Managing Year-Long Jobs with Multiple Tasks & Recurring Visits
Hi everyone, I’m looking for advice on how others are managing long-term jobs in Jobber that span a full year and include many steps or tasks—some one-off and some recurring. For us, scheduling a yearly maintenance job has been a challenge. Are you setting up one Job with many visits, or are you creating a separate Job for each task in the contract with multiple visits for each? When converting a quote to a job, Jobber allows multiple jobs from a single line item, which sometimes leads to duplicates and scheduling issues. Another challenge is payments by installment—we need the job total to match the installment price rather than the full contract value, and I’m wondering how others are handling this. In other programs, scheduled tasks would turn gray to indicate they had already been converted to a job. If they needed to be scheduled again, we could either add a visit to the existing job or delete it and create a new one. Does Jobber have a workflow that allows for something similar? Would love to hear how you structure your jobs to keep scheduling and payments running smoothly!Today button
Good Morning everyone Are any of you annoyed that when you hit the Today button on month view - it goes to the beginning of the month not todays date. I regularly have to put information into later parts of the year, when complete I hit Today to return to todays date, unfortunately because I work in month view, it jumps to the beginning of the month. Frustrating because if todays date is 25th of the month I then have to scroll to find it. Therefore it is not today! Apparently if you work in week view, it returns to beginning of week, again this is not Today. Its only in Day view that it will actually take you to today. All I would like is when I click Today, it actually takes you to TODAY!!Editing a job from the schedule section?
Maybe I am missing a button somewhere but... Is there a way to edit a job (add a product or service, change unit prices) from the schedule menu? A client calls before I am at the job and wants to add a certain service to the job booking, so I click on the job from the schedule menu and all I can change is the quantity, service date/time or Job Title. Even when I click Edit or View Details I still can't change any of that information. Does anyone have a work around rather than having to click out of the schedule and go into the Jobs section?
Map 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.
How can lawn care businesses manage seasonal recurring work and annual rescheduling?
I do lawn care. it is seasonal. i come back every year, unless requested not to. i am requesting a way to group customers in that way. meaning, that the service goes from EX: march 15-oct 31. at oct 31, the job ends but on march 15th it repopulates. (if you seen my other post property based pricing, any price increases, they should carry over to that job). for me i have basically 2 types of seasons. i do weekly until oct 15th basically, and then go every other week till thanksgiving. I came from yard book and basically built the job added one to the weekly group and then made one more to the biweekly for the fall. I never had to recreate the job it was automatic. nice for seasonal services. also for scheduling, please let us just pick a date and not have a recurring job go for x weeks months days or whatever. its a pain.
Scheduling For Lawn Care -UK
Hi - I signed up for Jobber a while ago when I was working for another company. I've now gone independent and I'm trying to streamline the diary/schedule. The majority of customer's are on a programme so I've set recurring visits up for approx. 10 week intervals. The last software I used focused on routes, you added a customer to a particular route and any alteration, if the day needed to be rescheduled for instance, was done to the route and subsequently all customers would move to the new date. I'm finding with jobber that you have to edit each individual customer which is time consuming. Also is there a quick way to change a customers job from one off to recurring? ~Any feed back would be appreciated
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?
