Requests

Online Booking & Requests

Attract new customers when you let them book new work through your website and Facebook page—and receive a notification as soon as it happens.

Online Booking is available on select plans. Learn more.

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Booking 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 > Requests you will need to toggle ON requests. 

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Customize Your Forms 

Once requests have been turned on you can start to customize the form that your clients will be filling out.

You can get to the template by clicking Requests from the sidebar. Then, on this page you can click More Actions > Customize Template. You can also get to this screen by going to the Gear Icon > Settings > Requests. 

Click the "Customize Template" button to open the edit screen for the booking request from template. 

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You can customize a Client Message that will appear at the top of your form. This is where you can introduce your company, or add verbiage about information that you'd like your client to include.

Next will be the Client's contact details. The address that is submitted will be created as a property under the client. Existing customers can sign in via the Client Hub and select their already entered address or add a new address for a new property.

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Then, you can add either add a new section or an add online booking section.

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If you add a section, you can add in add some questions to collect information about what the services the client would like. You can 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".

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Switch the Required toggle option to 'ON' below a field to make it required for your client to fill out. This is a great way to make sure you're receiving specific information up front if needed. When you make a field required, your clients won't be able to submit a booking request if that field is left blank, they will receive a message prompting them to fill out that section before being able to submit. 

If you add an online booking section, there will be questions about which date and times work best for booking in the client. They will be able to select from a date picker the date that they would like to have this service done. For arrival times, you can customize this. Maybe you'd prefer to display AM or PM, or maybe you'd rather not offer evening ability. These options can be customized.

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

 

Add a Booking Request Form to your Website or Social Media

You can add links and buttons so that your clients can access the booking request form right from your website or social media pages.

 

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'.

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

 

Viewing Booking 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 booking 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: 

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You can see all your booking 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.

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Note: 

  • New requests that you directly add into Jobber will not be visible in the Client Hub.
  • Fields that were created as required will not be mandatory if you create a new request from your account, however, if you edit a request your client submitted you must still keep those required fields filled in.

 

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.

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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. 

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Booking Request Statuses

When a booking request is first created it will go into the status Pending. From the More 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 Booking Requests?

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

 Learn more about user permissions.

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