đź’ˇFEATURE REQUEST: Schedule Send Communications
When I’m ready to send an estimate or invoice, Jobber makes it easy to send directly to the customer. The issue is timing. I often finish admin work outside normal business hours because I’m in the field during the day. When I send estimates/invoices late at night, it can feel unprofessional (or at minimum, it triggers customer replies at weird times). Current workaround: I send the estimate/invoice to myself, then schedule send it to the customer later during business hours. Phones make this easy. It works, but it’s extra steps. Feature request: Add a “Schedule Send” option when sending estimates and invoices, similar to email scheduling. Ideal behavior: At send time, give options: Send now / Schedule send For schedule: choose date + time (and time zone handling) Queue it and show status like Scheduled / Sent / Failed Allow cancel/edit of scheduled sends This would save time, reduce mistakes, and keep customer communications going out at appropriate times without requiring a workaround.
Question for Jobber Team: Why Are Filter and Sort Settings Not Persisted?
Across every core page, Jobber relies on sortable and filterable lists. Filter and sort settings are not persisted, not across sessions, not across navigation, and not even within the same page during a session. This forces users to: Reapply filters Re-sort columns Rebuild the same view they just set up moments ago Workflow comes to a full stop every time this happens. Unless users only use the default list views, it is impossible to work efficiently when moving between pages. This is not a “feature request.” It is fundamental software behavior that has been solved in applications for decades. Any tool with sortable and filterable lists as a core component must persist these settings. There are multiple well-understood ways to do this, including: Persisting settings in the URL so navigation or session reloads maintain state Storing preferences in session or local storage Saving user-level defaults or remembered views Why does Jobber not implement one of these basic solutions? Jobber positions workflow efficiency as a core value. Why are users who rely on sort and filter options condemned to endless repetitive actions? Instead of working on my business, why do I have to spend that time creating scripts that save sort and filter changes and reapply them every time the page loads? This is a critical UX failure that directly slows daily work for nearly everyone. If this is technical debt, it's too big to keep ignoring at the cost of user experience. When will this be addressed?Why is Property Name missing in add/edit property? (It's visible in client edit view.)
When viewing a client's properties on the Client page, I noticed that the left column is oddly empty: Clicking the + New Property button or clicking on an existing property and clicking the Edit button opens a dialog with the following fields: However, clicking on the Edit button for the client, scrolling down to the Property address section, and clicking the Add Another Address button, a dialog opens with an additional field, Property name: Adding a property name displays that info in the left column of the property list on the client's page: This seems like the intended functionality because: Assigning names to properties makes working with multiple properties much easier. The feature is already built into the product and should be fully functional. So, to fix the missing data field in this dialog: Typing ~5 lines of existing syntax 10-15 minutes of testing Minimal time for code review / QA sign-off Deploy in the next scheduled update It seems extremely unlikely I am the first to report this, yet I first raised this issue nearly five months ago and was told the feature was not implemented, even though it is clearly used elsewhere, showing it is intentional and fully functional. I followed up three and a half months ago with the exact code showing how simple the fix is. From my experience across the software production cycle, this is a simple functional omission bug: a UI regression that hides an already implemented feature and disrupts user workflow. The fix is trivial and low-risk. Realistically, from checkout to review, QA sign-off, and deployment, it requires maybe 60-90 minutes of human time. Can you confirm whether this fix is scheduled to be made, and if so, when it will be applied? Thank you.
How to manage duplicate clients, flags, and scheduling visibility in Jobber?
Hello, A few things I'd love to see added to jobber, if not already there and I have the wrong package. Being able to merge clients! When multiple people answer the phone, some do not check for previously entered spelling errors and such, we end up with multiple duplicate clients. Multiple jobs/invoices are scattered within all the duplicate clients. Being able to flag clients, maybe a color coded flag like red for no service at all, yellow, needs payment collected first or allow us to label our flags how we need to. Or give us a drop down box to make selections by color, or a preview box so we see it as soon as the clients name is entered before scheduling and without it being on the profile for invoices and receipts. Color highlight for clients that are on the schedule, like if someone is flexible and can be worked in on a day we have a cancelation or a color if they have to have a solid appointment day. These colors need to be separated from the team colors and be able to be seen on the calendar view so CSR's can see at a glance that someone can be worked in right away if there is a cancelation. That's all I got for now :)
Customer Appointment Confirmations
Let me preface with how we currently use Jobber in our daily workflow. I own an Appliance Repair Company and we currently have any new home visits setup as Requests. If we order parts the Request is then turned into a Quote so we can keep track of open orders. Once the customers part/s get checked in it is then turned into a Job and a return visit is then scheduled, upon completion the Job is then turned into an Invoice and payment collected. If we complete the home visit on the first time going to the customers home then the Request is turned into a Job and then an Invoice and payment is collected. One of the things I would like to integrate for my team would be better automation for confirming customers appointment times and the way that Jobber currently does this is not the best. What I am requesting would be a button inside the dashboard that would allow either the dispatcher or with permissions each technician to send out a batch of automated texts/emails to each customer on their schedule for the following day through the Jobber Two-Way Texting Number. It would be nice to also allow this to be automated as well (ex. every Sunday-Thursday at 6pm it would auto send for the following days Requests/Jobs). It would be fantastic to allow this to be editable to show details regarding their upcoming appointment specifically an arrival window. We cannot guarantee we can show up at an exact time as some jobs take longer then others and drive times may also vary so we book in 2 hour time slots. It would also be advantageous to include a prompt that would allow the Client to Respond Yes to Confirm and No to Reschedule. This should then be trigger an action that would then document their response into the Notes section of the said Request/Job. If they Select No a Task would then be generated and either sent to the Dispatcher or Technician, whoever sent the batch appointment confirmation. If this message goes un-responded to maybe allow it to send a reminder the following morning or notate that it is un-responded so that the appropriate person can follow up with the customer via phone call. As of this moment the only way there seems to be to do this is have someone build a custom prompt with Zapier and Twilo or other 3rd party software using webhooks and APIs. I am a huge proponent of keeping things as simple as possible and that the fewer apps that need to be used to perform a task the better as you are eliminating points of failure. I understand that not everyone has a cell phone but in todays day and age my Barber has this setup so I am unsure why it isn't possible to have this built into Jobber. If I am missing a feature in Jobber please feel free to let me know or if there is a simpler way to do this other then with Zaiper I am all ears! This is a time sink for myself as well as other service techs who have just worked a full day and then now have to call their customers for the following day. I would love to elevate that burden from them the best way possible. If someone know of a way to set this up with Zaiper and another app I am also all ears for that!
