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?
Job Form Additional Characters
Hello, Does anybody utilize the job forms for providing findings for clients? I have been using the job forms and just recently noticed that the "long answer" option isn't quite long enough for some of the job findings that I write up for certain jobs. Does anybody have an efficient work around for this? Cheers,
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.
