Creating Requests and On-Site Assessments in Jobber
- Janine Chambers |
- 31 steps |
- 2 minutes
Log In To Jobber
1
Navigate to [https://secure.getjobber.com/home](https://secure.getjobber.com/home)
Creating A New Request From Menu
2
Click "Create"
3
Click this icon.
Creating a Request From The Dashboard
4
Click "New Request"
Assigning A Request To a Client
5
Click here.
Assigning To A Lead Not Yet In Jobber
6
Click "Create New Client"
7
Complete the client information and custom fields and click "Create Client"
Assigning A Request To An Existing Client
8
Click here.
9
Click here.
Request Titles
10
Click the "Request title" field to help give context to the requests and detail to the calendar
Request Form & Additional Details
11
Fields can be checked on the request form based on the information you have for the request.
