Visits Updated April 25, 2024 16:20

Overview

In Jobber lingo, a job is the overall scope of work and visits are each event on the calendar where you would go to a client's property to do the work. You can think of it like a pizza, where the overall project is the full pizza and the visits are the slices.

For one-off jobs, you will likely have one visit or a few visits until the work is completed. For recurring jobs, you will likely have visits on a repeating schedule (for example, every two weeks or the first Monday of every month).

Creating visits

Visits populate on your schedule based on the schedule set up when creating a job. For recurring jobs, based on how you fill out all the schedule fields, you will see a preview of the number of visits populate under the Visits heading in this section so you can tell at a quick glance how many visits will be a part of this job.

If it doesn't matter what time the visit is done at (it might be that you follow a route rather than scheduling visits for a particular time), leave the Start time and End time fields blank. This will create an "anytime visit". An anytime visit is how we refer to a visit that has an assigned date, but not a scheduled time on that day.

If you are creating a one-off job, but don't have a start date in mind yet, check the boxes for Schedule later and Add an unscheduled visit to the calendar. This will create a visit without a scheduled date that you can use as a placeholder until you're ready to schedule a date for it. We call these "unscheduled visits". From the day, week, and month views of the schedule, unscheduled visits show in a sidebar on the side of your schedule.

Note: The first visit for a job might not necessarily be the same day as the job's start date. For example, if a job is set up to start on January 1st with visits every Wednesday, unless January 1st is a Wednesday, the first visit won't be on January 1st and instead will be on the first Wednesday that falls after January 1. In reports such as the recurring jobs report the scheduled start date column shows the start date of the job (not the date of the first visit). 

Visits are generated when a job is created or edited. There are some details on the job that carry over onto all the visits for the job. These are: job title and instructions, assigned team, and line items. Editing a visit will only change the details on that particular visit. Visit details can be updated by editing the visit from the calendar or from the visits section on a job.

Note: Editing a job's schedule leads to new visits being generated with the new job details. If you have customized visit details like instructions, these will be overwritten by the newly generated visits. Before creating new visits, you'll see this warning and need to check I understand before clicking Update on the job. 

Visits can also be added to a job as needed, beyond the ones generated by the job's schedule. If you need to add a visit in addition to the ones created by the schedule, start by navigating the job that you want to add a visit for. From the schedule, you can get to the job by clicking on a visit and then clicking the job number from the Details section.

From the job, scroll down to the Visits section. Then click New Visit and enter the details for the new visit including the visit schedule, team, and line items.

Visits on the schedule

Visits on your schedule in Jobber appear with a green bar on the left side. From a desktop computer, visits can be drag and dropped to move them around on the schedule.
Note: Drag and drop is not supported if you are accessing Jobber from the browser on a mobile device like a tablet or phone.

Click a visit to view a preview of the visit details including: 

• Visit title: Visit titles by default show the client's name and the job number, however visit titles can be customized from Settings > Work Settings using custom visit title variables to automatically populate details about this visit on the schedule.
• Completion: There is a checkbox to indicate if the visit is completed or not. Completed visits appear crossed out on the schedule.
• Details: Client name and job number. Click the client's name to navigate to that client's page or click the job number to view the job.
• Team: These are the team members are assigned to this visit.
• Location: This is the property address where the work is taking place.
• Start and End date and time for this visit. If the visit is an anytime visit, no time will show since this visit doesn't have a scheduled time and can be done at anytime throughout the day.

From the visit preview, click Edit to open the visit details so they can be changed, or View Details to see more information about this visit.

Unscheduled visits appear from a sidebar on the day, week, and month schedule views. Unscheduled visits are visits that were created without a scheduled date and time. Unscheduled visits are often used as placeholders so the job can be created including line items and other details, and then a schedule can be set closer to when you're ready to start work.

Unscheduled visits can be dragged from the unscheduled sidebar onto the schedule to assign them a date and time or by clicking Edit from the visit preview on the schedule.

Visit details

The visit details show a more robust look at a visit than the preview. This is where you will see:

• Visit title: Visit titles by default show the client's name and the job number, however visit titles can be customized from Settings > Work Settings using custom visit title variables to automatically populate details about this visit on the schedule.
• Client name
• Property address 
• Visit date and time
• Phone icon: Client phone number
• Map pin icon: Get directions to this property
• Tabs:
  • Info
    • Visit instructions
    • Job number
    • Team: These are the team members are assigned to this visit.
    • Reminders: If you have appointment reminders set up, if a reminder will be sent for this visit, the reminder schedule will appear here. When a reminder has been sent, a checkmark will appear next to the scheduled time for the reminder. You will also see a checkmark and some text to show if the visit has been confirmed by the client.
    • Line items: These are the products and services you have added to this job. The line item cost does not appear from the visit details, however the quantity of each item shows. 
  • Client
    • Name
    • Phone number
    • Email address
  • Notes
    • Includes notes added to this visit or linked to jobs.
  • Job forms
    • If a job form is attached to the job that this visit is a part of, there will be a tab for Job forms. A new, fresh job form can be filled out on each visit either from this tab. There are also options on this tab to Download or Email a PDF copy of the job form from this visit.

Delete a visit

To delete a visit, open the visit details (either from the schedule or by clicking a visit from the visits section on a job). From the More Actions button, select Delete. 

Custom visit line items

Since visits are automatically created with the same line items as on the job, there may be times when you want to charge for something different on one or more of the visits for the job. Maybe it's a one-time service you're performing or maybe you needed some additional products. To do this you would use custom visit line items. This allows you to add a different line item to a specific visit for a job.

To add a custom line item to a visit, navigate to the visit. This can be done once the job is created from:

• the schedule: From the side navigation menu, click Schedule. From your favorite view of the schedule, click the visit. From the visit details pop-up, click Edit.
• the job: Navigate to the job and scroll down to the Visits section. Click the visit date you'd like to customize. From the pop-up click More Actions > Edit.

From the edit screen of the visit, there is a section showing the line items and their quantities. To update the quantity, you can type the new number in the QTY field. To remove a line item, click the red trash can icon. If on this visit, you'll be adding an extra service or charging for an additional product, click +Add line item to add it to this visit only.

After you save, since the visit is now different than the job (which you can think of like the overall work contract), on the job you will see a list of the visits that vary from what appears on the job located under the line item name.  To see the details of the changed quantities, navigate to the visits section and open the visit for the listed date(s). 

When an invoice is made, the custom visit line items will only transfer for the visit dates they have been put on.

Note: If a custom visit line item is used on a fixed-rate billing job, then it will not transfer to the invoice. This is because fixed-rate billing jobs are not invoiced based on the visits.

Update future visits

There are some edits you can make to a visit that you can apply to all future visits. These are:

• Time of day
• For recurring jobs: the repeating schedule
• Assigned team
• Line items

If you are editing any of these things on a visit and wish to update the remaining visits from the job, from the visit edit screen, click Save and update future visits. 

Assigning visits

Visits can be assigned:

• When creating (or editing) a job. Team members added to the job will be assigned to all visits for this job.
• By editing a visit. Assigning team members to a visit only assigns them to that visit (unless you Save an update future visits).
  • Visits can be edited from the schedule. Click the visit from the schedule, then select Edit.
  • Visits can be edited from the Visits section on a job page. Click the visit from the list of visits, then select Edit.

Learn How to Remind your Team about their Assignments.