Creating Requests and On-Site Assessments in Jobber | Scribe

    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.

    If An On-Site Assessment Is Required