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PRO

Jobber scheduling

Any one out there use Jobber to schedule work?

I've signed up for a trial and setup our clients. However it would seem that I need to setup four different "jobs" for each client that follows a seasonal visiting schedule. (monthly in winter, fortnightly in early spring & autumn and weekly in summer) There doesn't appear to be any way to set a running time for the job AND allow you to duplicate the work you've done setting it all up for the following year.... Anyone do this successfully? 

Daniel

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Replies

  • PRO

    I think you need to do it as a recurring job.

    • PRO

      Agree, when I tested Jobber against our existing solution (QXpress) we could replicate our recurring schedules, with different seasonal frequencies.

      See here: https://help.getjobber.com/job-creation-and-basics/creating-a-recur...

      Recurring Jobs are used for: Jobs that have multiple visits. Eg. You visit the cl | Jobber
      Recurring Jobs are used for: Jobs that have multiple visits. Eg. You visit the cl
      • PRO
        I can setup recurring jobs. But can't have the different seasons setup recurring. There is no way to set a date from/to AND recur the job he following year
  • PRO

    Have been looking myself to do something similar, changing visit frequency at different times in the season, or adding weekly mowing and fortnightly weeding in the same schedule.

    Haven't found a way to do it yet, I use two schedules for differing work frequencies meaning two client invcoices at the end of each month. Thought about manually generating a single invoice but seems like too much work at the end of the month so stuck with two.

    • PRO

      I invoice at every visit, the invoice gets sent before I drive away via the app.

  • PRO

    No need to do it as 4 different jobs, you can easily change/edit the Frequency of jobs in jobber

    Set the schedule for each client to monthly in winter, once that period is over, edit the time scale for the incoming Spring season to twice per month, weekly in summer ect. 

    • PRO

      OK - so just edit each job once per season? That's still a fair bit of admin - I do with they had a stand alone interface rather than HTML to speed it up a bit :)

      • PRO

        Either that or create a new job for each season.

        Doing it that way, yes you would need to set it all up however you could re-open the job each year...

  • PRO

    I asked if Jobber can assist on this.....

This reply was deleted.

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