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 hello@growthva.ca

Janine Chambers
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31 steps
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2 minutes

Jobber

Navigate to [https://secure.getjobber.com/home](https://secure.getjobber.com/home)

Creating A New Request From Menu

Click "Create"

Click this icon.

Creating a Request From The Dashboard

Click "New Request"

Assigning A Request To a Client

Click here.

Assigning To A Lead Not Yet In Jobber

Click "Create New Client"

Complete the client information and custom fields and click "Create Client"

Assigning A Request To An Existing Client

Click here.

Request Titles

Click the "Request title" field to help give context to the requests and detail to the calendar

Request Form & Additional Details

Fields can be checked on the request form based on the information you have for the request.

If An On-Site Assessment Is Required

Toggle the On-SIte Assessment Required setting to "ON"

Click the "Instructions" field and add any details that may be required for the estimator about the work that is required

Setting Dates & Times For Appointments

Click "Start date"

Click "End date"

Click "Times"

Assigning The Assessment

Alert! If the assessment isn't assigned to a team member it won't show on anyones schedule and will likely get missed.

Click here to assign the assessment to the estimator.

Choose the estimators name

Emailing Assignee About The Appointment

If the estimator would like an email regarding the assignment click "Email team about assignment"

Setting A Reminder

Tip! Setting a reminder helps the estimator remember to go the appointment via push notification on their phone or tablet. This is ideal if the estimator often works in the field.

Click this dropdown to set a reminder of the appointment

Schedule Later Option

If a date and time is not yet established the "Schedule Later" option can be left checked.

Alert! It is best to assign all appointments as soon as possible to ensure there isn't a backup of appointments or appointments aren't missed.

Internal Notes & Attachments

Internal notes and attachments are not visible to clients and may not be visible to all team members. This may be used to add notes from site to help create the estimate.

Pictures and PDF's may also be uploaded to the request

Click "Link note to related" if the notes will need to be transferred to different stages of the workflow. Notes added on the request will only be viewable on the request. If you check quotes/jobs/invoices it will show throughout the workflow.

Alert! Notes will only pass DOWN the workflow a note added here will not be viewable on the client profile. In order for the notes to pass through to the associated quote the request must be CONVERTED to a quote.

Click "Quotes" to pass the notes to related quotes

Click "Jobs" if notes should pass to related jobs

Click "Invoices" if the notes should pass to related invoices

Tip! Notes that need to be easily accessed and viewed are best to be added directly to the client profile. If they are notes that need to be seen by techs the notes should be added to the job

Saving Requests

Click here to save the request

Click "Save And..." if you would like to immediately convert to a job or a quote. This may be the case after an edit to the request is made and ready to convert to a quote.

Click here to convert to quote

Click here to convert to job