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.
Creating route efficiency for scheduling
Hello all, I'm looking for tips on how to adjust our schedule to create the most efficient route for our technicians. As it stands, we have an online booking system that allows customers to book appointments for the following windows: morning (8:00AM-12:30PM) or afternoon (12:30PM-5:00PM). We do allow for multiple bookings in the same window and this is where the route efficiency can get messed up. In the past, we would adjust the appointment start time to create the efficient route. Now we have email automations setup and we do not want to confuse the customer by sending them an email with an arrival window different from what they originally booked. Is there a way to rearrange the appointments for route efficiency without changing the appointment start time?
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?
