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?
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.
Mass 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.
