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Jobber users - How do I find a list of previous visits to a particular client?

Posted by Darren Walters on May 18, 2014 at 8:17am in Social Media
I'm 80% there in my task to move to Jobber for running the scheduling, invoicing etc. for my business. I started using it a few weeks ago and am trying to back date all jobs, visits, clients etc to 5th April.I have noticed today that a visit that has been billed and paid for via Jobber wasn't actually on the calendar. As it happens it was in my paper diary and that must be where I took the details for the invoice from.How do I pull up a list of all visits for one specific client so I can cross reference invoices?I tried generating a statement but that only shows amounts billed, paid and balances. It doesn't show visit dates.
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Replies

  • PRO
    Robbie May 18, 2014 at 4:26pm

    https://secure.getjobber.com/reports/visits/

  • PRO
    Darren Walters May 18, 2014 at 8:37pm
    Cheers Robbie, I had looked at that but I have 137 entries since April 7th. It would better if you could filter by customer don't you think? Or sort at least into alphabetical order. I know I could export the data and do that in excel but the whole idea of shifting over to jobber is to do stuff without using excel and other third party programs.
  • PRO
    Robbie May 18, 2014 at 10:29pm

    Ah, yes that would be handy. Hopefully jobber will pick up on this tomorrow...

  • Jobber Team May 19, 2014 at 8:37pm

    Hey Darren, sorry for the delay. Its a stat holiday monday here in Canada so I am just catching up on some suff from home today.

    I will look more into this. I think we might have an update that is in the works that will upgrade that in our reporting section. I am not quite an expert on the reporting in Jobber just yet but I will figure out the best way for you to do that for you.Because I do agree, the whole point is not have to use Excel.

    I will pass your suggestions along. We have some filters but one for customers would be a good idea. Also being able to sort those columns would be good too.

    To me, those sounds like very easy things to add, I will try to update you tomorrow with what I hear back from the developers.

    -Landen

  • PRO
    Darren Walters May 19, 2014 at 8:52pm

    OK Landen but enjoy your day off first. I'm sure it can wait a short while longer.

    Darren

    Jobber said:

    Hey Darren, sorry for the delay. Its a stat holiday monday here in Canada so I am just catching up on some suff from home today.

    I will look more into this. I think we might have an update that is in the works that will upgrade that in our reporting section. I am not quite an expert on the reporting in Jobber just yet but I will figure out the best way for you to do that for you.Because I do agree, the whole point is not have to use Excel.

    I will pass your suggestions along. We have some filters but one for customers would be a good idea. Also being able to sort those columns would be good too.

    To me, those sounds like very easy things to add, I will try to update you tomorrow with what I hear back from the developers.

    -Landen

  • Donald May 20, 2014 at 8:22pm

    Hey Guys,

    That report is now sortable by Client Name.

    Regards,

    Donald Fenniak
    Jobber Lieutenant-Colonel

  • PRO
    Nick @ NM Garden Services Ltd May 20, 2014 at 10:12pm

    Happy days!
    Donald said:

    Hey Guys,

    That report is now sortable by Client Name.

    Regards,

    Donald Fenniak
    Jobber Lieutenant-Colonel

  • PRO
    Robbie May 20, 2014 at 10:19pm

    I feature I would like is to be able to download invoices from any given date(s) in one file.

  • Donald May 20, 2014 at 10:23pm

    Hey Robbie,

    You can export a report of Invoices within a given date range. Click the link below, select a date range in the top left and click the download button.

    https://secure.getjobber.com/reports/invoices

    It's not the actual full Invoice PDFS, but I think it might serve your purposes.

    Regards,

    Donald Fenniak
    Jobber Lieutenant-Colonel

  • Jobber Team May 20, 2014 at 10:24pm

    I accidentally replied at the same time. Included an image to help.

    -Landen

    3314643407?profile=RESIZE_1024x1024

This reply was deleted.

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