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Creating Requests and On-Site Assessments in Jobber
The Jobber Request Form is a tool that can be used to collect information from a phone call, submitted online by a lead or created to schedule an in person on-site assessment. Assessments will send a reminder to the client the day prior to the appoinment. Need help creating Jobber procedures? Email me at
[email protected]
Janine Chambers
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5 steps
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2 minutes
Getjobber
1
of 16
Log In To Jobber
Creating A New Request From Menu
Creating a Request From The Dashboard
Assigning A Request To a Client
Assigning To A Lead Not Yet In Jobber
Assigning A Request To An Existing Client
Request Titles
Request Form & Additional Details
If An On-Site Assessment Is Required
Setting Dates & Times For Appointments
Assigning The Assessment
Emailing Assignee About The Appointment
Setting A Reminder
Schedule Later Option
Internal Notes & Attachments
Saving Requests
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