Work Settings

Work Requests

Work Requests are available on our Connect and Unlimited plans

Work Requests are online forms hosted by Jobber that allow your clients to request work to be done. These forms can be put on your website, social media pages, or clients can use the form by logging into Client Hub.

We'll walk you through how to turn on and customize these forms, how to add them to your website, what they'll look like to you and to your clients, and where to find them in your Jobber account.

How to get started

Gear icon > Settings > Work Requests you will need to toggle ON requests.

Customize your forms!

Once requests have been turned on you can start to customize the form that your clients will be filling out. You will be able to add checkboxes, short answer text fields, long answer text fields, and dropdown menus. This means that you can add inputs for anything from "number of bedrooms" to "size of yard" to "special instructions".

Click the Preview button at the top right to see what your clients will see from Client Hub.

 

Scroll down the page to copy the URL link for the request form and customize a Client Message that will appear at the top of your form. You can use the URL to add to your company website or Facebook page, and the message will allow you to have whatever custom information you want to be displayed above your request forms. This is useful for giving clients more information about your company, services, what areas you serve, special instructions for details, and lots of other things.

 

Add Work Request Form to your Website

To add Work Requests to your website, copy the URL. You can then add this to your website as a link or a button.

Find out how to create a button for:

Each website builder has its own tools for adding buttons, you will need to reach out to your website support to find the best way to do this.

  

Add Work Request Form to your Facebook page

When you create a FaceBook business page (facebook.com/pages/create) you will have the option of 'Adding a Button' to your page. 

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We recommend you use the text of 'Book Services'. 

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After you select 'Book Services', you can add the URL you copied from the 'Share request form' box. 

How do clients submit a request?

Once the form is set up, your clients can click on the request button now on your social media page, website, or in Client Hub. They can then fill out a form to request work by entering their contact information and service address, and filling out the different fields you've created before clicking 'Send Request'.

Your company name and logo in the Branding section of your account will show on the form in the top left. Your company email, website, and address from the same page will show in the footer below the form. 

On the form, name and email are required fields clients must fill out. They have the option to fill in their company name as well. The address that is submitted will be created as a property under the client.

What if my client submits a request and is already in my Jobber account?

Jobber will match up clients based on their email address. If the email address used on the form is the same as an email address already on a client in your account, then the work request will be linked to that existing client. If an alternate email address is used, then a new client will be created.

After a client has submitted a request they will be emailed a copy for their record, and all admin users will receive an email notification about the new request.

Clients see:

You can customize this email response from Settings > Email Templates.

You see: 

 

 

Viewing Work Requests in Jobber

As soon as a request has been submitted by your client it will be in your Jobber account to view.

These can be viewed from the Dashboard, Requests page, and directly on each client in your account.

Dashboard:

Pending work requests will show directly on your Dashboard.

 

To view the pending requests, click on them in the Dashboard, or click 'Requests' from the main left menu.    

Requests page: 

You can see all your work requests ordered by date. To view the details of a request, click on it. 

You and your team can also create a request within your Jobber account. Click the New Request button and fill it out as needed. By doing so, you can now track all incoming requests, whether online or otherwise, on this page. New requests that you directly add into Jobber will not be visible in the Client Hub.

 

Like you see with other work items, requests have a field for notes and attachments when you view them online. The notes in this field are internal only, so if there is a message that you need to communicate to your team or photos that need to be included, this is a great place to enter them. 

Client:

To view a client's request on their profile go to People, search for the client, and click on their profile. The requests will show in the Requests tab under Client Overview. 

Jobber App:

From the Jobber App, you can access the Requests tab from a Client page. By clicking on that request you'll be able to see its contents, the same as if you were viewing the request online.

 

Work Request Statuses

When a work request is first created it will go into the status Pending. From the Actions button, you can choose to convert the request to a quote or a job which will change the status to Converted, or you can choose to Archive the quote. 

If you edit the request you can schedule it to the calendar as an assessment. Learn more about scheduling, completing, and converting requests.

Who has access to Work Requests?

Work Request permissions will automatically match the same permission level as Clients and properties when you select a preset permissions option. To manually edit Work Requests, click on 'Show advanced permissions' under the presets. Learn more about user permissions.

 

 

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