I always save email threads because it’s happened where I’ve had to go back and remind a client of what we communicated about. Right now I’m just copy and pasting them to my Jobber notes in each job.
I don’t like the disorganized nature of it. There isn’t a keyword search in the notes in Jobber, so you do have to read through the whole thread to find it.
Is there a better way? Is there a CompanyCam spot that would log it into Jobber?
I don’t like the disorganized nature of it. There isn’t a keyword search in the notes in Jobber, so you do have to read through the whole thread to find it.
Is there a better way? Is there a CompanyCam spot that would log it into Jobber?