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Old 04-18-2014, 12:05 AM
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exmarkking exmarkking is offline
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Join Date: Mar 2008
Location: North Georgia
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Quicker way to setup calendar in jobber?

I want to know the quickest way to get all my customers jobs on the calendar and set my route up. I have been entering them one by one and it's taking forever
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Old 04-18-2014, 09:07 AM
4slservices 4slservices is offline
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Location: Baltimore
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Quicker way to setup calendar in jobber?

import your customer list. You will still need to create a "job" for each one for mowing but then every time you complete a visit you just meed to batch invoice at the end of the day with just a few clicks. The extra effort you put in now will save you a lot of office time in the long run.
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Old 04-18-2014, 10:45 AM
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exmarkking exmarkking is offline
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I've entered about half...can I import the remaining or does it just do them all? I have quickbooks and I don't want to import all the customers and have duplicates.
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Old 04-18-2014, 03:12 PM
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Jobber Jobber is offline
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You can import by using a csv of your client list or you can just sync with quickbooks have have Jobber pull down all your clients from QuickBooks.

Don't do both though just in case so you don't risk creating duplicates.

We have documentation on importing here: https://learn.getjobber.com/hc/en-us...ting-Exporting
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Old 04-18-2014, 03:28 PM
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exmarkking exmarkking is offline
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Thanks
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