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.⚡️Keyboard Shortcuts for Jobber
Hey folks — I made a little browser extension that adds keyboard shortcuts to Jobber. Nothing fancy, just a smoother way to zip around your day without wearing out your mouse hand. You can grab it here 👉 github.com/bendelaney/jobber-keyboard-shortcuts It’s open-source, lightweight, and built by someone who spends way too much time in Jobber. 🤓 Give it a whirl and tell me what shortcuts you’d love to see next! 👨💻⚙️
Jobber needs an Audit Trail feature
Is there anything in the works for an audit trail to be released in Jobber? It would be extremely helpful to me to be able to see WHO created a job or invoice or who took payment, etc. It may seem trivial to many, but I spend too much time tracking down who created a job, etc. Many times the job/invoice, etc are duplicates or created incorrectly. I don't know who I need to educate on that if I don't know who created it. The current activity feed does not go back far enough. It seems that since Jobber knows who is signed in, it would be fairly easy to create a function that simply says 'this job was closed by **bleep**' or at the bottom of the invoice (like where the internal notes are) have listed whose account created it. Jobber also needs a Quote Decline option. This probably isn't the correct place to add these requests, but I have been requesting them through the chat for the last 2 years. I just thought I would add it here as well. Am I the only person that thinks this would be beneficial?
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. Thanks
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.
Jobber Failing to update features
I have contacted Jobber on multiple occasions. We mow seasonally.We need an option to turn the routes off during the winter. Currently we have to go through each customer at the beginning of the Spring season to move the start date, in order to clear the "late visits" The other thing they need to do like Service Auto Pilot, is allow you to skip a week. If it is during acrought and some yards do not need mowed and get skipped, we need to be able to hit skip. The customer should not be charge and it would pick up on the schedule to following week. I have also contacted them about mows from many months earlier that have already been paid, randomly appearing on numberous customer's invoices.
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.
Airbnb Cleaning Automated Scheduling
Hi Everyone, We own a cleaning business in Australia and use Jobber as our software. We have a lot of clients that have Airbnb properties that we clean for them. We have been researching and trying to come up with the best solution to automate the booking process, as you can imagine cleaning 100 Airbnb properties with multi bookings per week can become a admin logistical nightmare. Does anyone have any experience in this area. How have you automated the process, can you connect Airbnb with Jobber, what is the best practice of booking and scheduling these appointments?
