How to Schedule Snow Removal Jobs in Jobber
Janine Chambers
|
16 steps
|
2 minutes
Jobber
Getjobber
Making bulk visits from schedule
1
Click "Schedule"
Setting Bulk Visits
2
Click "Visits" from more actions menu
How To Filter The Active Jobs For Scheduling
3
All active jobs will show up in the column on the left and will need to be filtered or selected manually
If jobs are missing
4
It is important to ensure that that there are no late visits on jobs to use this feature. If jobs are on the schedule for an upcoming visit you can set the range out a little further.
Searching By Description
5
Click the "and description contains" field if you have all jobs named the same for example "snow removal"
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You are now only shown jobs with this title
Searching By Line Item
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If a saved line item was used you can use that to filter the list. If a product or service is custom and not saved in the system it will not show up in the list
Searching By Tags
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If you have your snow removal clients tagged as snow removal you can filter by tag. Be sure to review the list however. Tags are client based and additional active jobs may show up on the list
Clients with multiple job types
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For example this list shows mowing jobs because the customer is tagged and has both services.
Selecting all filtered jobs
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Click "All" if the list contains only the jobs you are looking to schedule. Using this option allows you to schedule up to 100 jobs at a time.
Total Visit Counts
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The button in the top corner will indicate how many jobs you have selected to be scheduled. The jobs will appear red when they are selected as well. Remember max visits to set at one time is 100 visits.
Date Selection & Assignment
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Click on the "# selected" button to choose the date, assign the team and add general instructions if needed.
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Choose only the team you are planning to assign the work to. If you need to schedule multiple crews it may be best to do one teams visits at a time
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Click the "Instructions" field to add a special note to all visits
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Click this button to create the visits
Confirm visits saved on the schedule
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Click "Schedule" to see the jobs that have been added
