Request Basics Updated January 08, 2026 20:06

Overview

Let your clients or new leads request work through your website or client hub—and receive a notification as soon as it happens.

Requests in Jobber give you a professional way to capture new client inquiries online. You can create customized request forms for different services or types of work, making it easy to collect the right details up front. Each form is styled with your company’s branding, so clients see a consistent, polished experience from the very start. All incoming requests flow directly into Jobber, where you can review them, follow up, and quickly convert requests into quotes or jobs—keeping your business organized and responsive.

Create request forms

In Jobber, you can create different request forms for the different types of work or services your business offers. This way, each form can be tailored to collect the details you need right from the start.

For example, you might set up one form for lawn care, another for snow removal, and a third for bigger projects like landscaping. Each form can ask the right questions, so clients give you the information you need without extra back-and-forth.

Customizing your forms keeps requests organized and helps you get the context you need to follow up quickly. Your saved request forms will appear in the request settings page in the Forms section. Each form can be individually turned on or off, depending on what you want to offer.

Note: You can create up to 50 request forms in Jobber.

To create a new request form:

1. Click the Gear Icon then select Settings.
2. From the settings menu, select Requests and Bookings.
3. Locate the Forms section, then select the Add New Form button. All your request forms will appear in this section.
4. Your request form will include some default questions to help you get started. You can add new questions by dragging them into your form from the questions list on the right side panel. The sections can also be dragged and dropped to rearrange the question order.
5. Click Save to finalize your request form. Your new request form will now appear in the request settings page in the Forms section. 

Add new sections and questions to your request form

Every request form can be tailored to the type of work you’re offering. By dragging and dropping new sections and questions from the Manage Form panel, you can build forms that capture the exact details you need from clients, whether that’s measurements for a landscaping project, images of a repair, or a simple yes/no choice. Organizing your form this way helps set clear expectations and ensures you have the right information up front, no matter what kind of service the client is requesting.

Every request form is built from sections and questions:

• Sections act like containers. They group related questions together (for example, “Contact details” or “Project details”). If your request form includes multiple sections, each section will be its own page. Learn more about form pages.
• Questions are the individual fields inside a section that clients fill out, like their phone number, a yes/no choice, or an image upload. Questions can be set as required if there is certain information you need up-front. 

The request form will already include some sections by default, like the client's contact information, a section for service details, and and image upload field. These sections can be moved, removed, or have additional questions added. 

The required fields to include on your request forms are:

• First and last name (or company name)
• At least one contact method:
  • Email address
  • Phone number
• Consent to receive emails and texts from your company: This field is included by default with the email address and phone number fields. It doesn't show in the form editor, but your customers will see it when filling out request forms.

Additional questions that can be added to your request form are:

• Street address
• Consent to receive emails and texts from your company
• How did you hear about us: Adds a dropdown menu to your request from for clients to select how they heard about your business. Responses will automatically map to the lead source field on the client's profile as well as in the clients report. The menu options will match Jobber's default lead sources (Referral, Google, Facebook, Instagram, Flyer, Vehicle wrap, Event, Other) however the dropdown menu options can be customized when creating or editing your request form.
• Short answer: Adds a field for a short answer question to your request form. This is useful for questions where the client won't need to add a lot of detail in their response.
• Long answer: Adds a field for a long answer question to your request form. This is useful for questions where the client may need to provide a lot of information.
• Dropdown (multiple choice): Adds a dropdown menu to your request form where your clients can select multiple options.
• Dropdown (single choice): Adds a dropdown menu to your request form where your clients can select only a single option.
• Checkbox (multiple choice): Adds a checkbox selection to your request form where clients can check off multiple selections.
• Radio button (single choice): Adds a radio button selection to your request form where clients can select only a single answer.
• Numerical answer: Adds a field to your request form for customers to enter numbers into. This question field does not support text.
• Image upload form: Add an image upload option for your clients. Up to 10 files per form can be uploaded, where each file must be under 10MB individually. Supported file types for request image uploads are: JPEG, PNG, and HEIC.
• Area: Add a section where your client can enter a length x width and the unit of measurement. The length x width field only supports numbers (no text), however the unit of measurement can contain text. 
• Yes/no toggle: Add a toggle to your request form where clients can set it to Yes or No. This question field is useful for yes or no questions.
• Date picker: Add a date selection tool to your request form where your client can select a date from a calendar. This is a useful question type for questions where you're asking the client for their availability, or when the answer is a date.

There is also an Add products and services option in the Manage Form section. This allows you to feature selectable products or services within broader requests. 

By adding and organizing sections and questions, you can create forms that collect the right details for each type of request.

To add a new section to your request form, follow these steps:

1. From the Manage Form panel, select Add section from the menu on the right, then drag and drop the new section into your request form.
2. Click the new section in your request form to edit it. Type in a name for this section.
3. Drag and drop questions from the Manage Form panel to add questions into this section.

To add a new question to your request form, follow these steps:

1. From the Manage Form panel, choose the type of question you want to add.
2. Drag and drop the question into the section where you want it to appear.
3. Click the question field to edit the options or instructions, so clients know what to enter.

To make a question required on your request form, follow these steps:

1. From the request form editor, click into the question you want to edit.
2. Use the Required toggle to turn the field on or off. When a question is marked as required, clients must complete it before they can submit the form.

To reorder your request form, follow these steps:

1. In the form editor, hover over the section or question you want to move.

2. Select the drag handle (⋮⋮).

3. Drag the content to its new place on the form.

4. Release the section when it’s in the right spot.

Your form will automatically update to reflect the new order.

Another option to reorder request form sections is to select the More actions menu from a section, then select either Move section up or Move section down.

Adjust form settings

In the Settings tab of the Manage Form panel, you can set up how your request form looks and behaves:

• Form title and description: Add a title and description to help you identify the form and give clients context about what kind of request they’re submitting.
• Form pages: By default, each section you add becomes its own page. This keeps longer forms easier to read and complete by breaking them into smaller steps. You can toggle this setting off at any time if you’d prefer all sections to appear on one continuous page.
• Default form: Mark a form as your default to have it automatically used when creating requests internally, by clients in Client Hub, through Jobber's request WordPress plugin, and in franchise lead routing. Only one default form can be active at a time. 
• Google Analytics: Connect your form to Google Analytics to track client submissions and measure request conversions on your website.

Preview your request form

Before sharing your request form with clients, you can preview it to see exactly what they’ll experience. Preview mode shows you how the form looks on both desktop and mobile, so you can double-check the flow and make sure all your questions are clear.

Tip: Many clients submit requests from their phones. Use the mobile preview to make sure your form is easy to read and complete on a smaller screen.

To preview your request form, follow these steps:

1. From the form editor, select Preview at the top of the page.

2. Use the device icons in the top right to switch between mobile view and desktop view.

3. Review the form layout, sections, and questions to confirm everything looks the way you expect.

When you’re done previewing, select Edit to return to editing mode, or choose Save to keep your changes.

Manage your request settings

The Requests settings page brings together everything you need to customize, manage, and share your request forms.

From the requests settings page, you can directly manage your Forms and Share request form settings:

• Forms: Add new request forms, edit existing ones, and set a default form that will appear in your client hub. From the More actions menu (...) beside each form, you can:
  • Edit to update questions, sections, or form settings.
  • Preview to see the form from your client’s perspective.
  • Share links to copy your form’s URL for use on your website, social media, or emails. 
  • Add tracking to connect the form with Google Analytics (GA4) and monitor submissions. In your Google Analytics this will track “form_submit” events which is helpful to understand which marketing sources are driving conversions. 
    Note: Google Analytics tracking is supported on both embedded forms and request links. 
  • Set as default if you have multiple request forms for different purposes.

• Share request forms: Control whether your request forms are visible to clients online. When enabled, clients can access your default request form through client hub and the rest of your request forms through their shared links.

Other settings shown on the requests settings page are managed elsewhere in Jobber but are surfaced here for convenience since they are used to customize your request form:

• Customization: Logos and brand colors are set in your Business Profile and automatically applied so your request forms match your company branding.
• Availability: Business hours that affect when clients can book are set in your Company Settings. When filling out the customer availability section, the days that you are unavailable will appear greyed out on your request form. This will prevent clients from requesting work when you are unavailable.

Think of this page as your control center for requests: you’ll use it to create, edit, and share forms, while account-wide settings like branding or availability flow in from other areas of Jobber.

Share your request forms

In order for requests to start coming in, you need to make your request form accessible to your clients.

From the Share request form section of the Requests settings page, turn on Visible to clients and customers to make your request forms accessible through their shared links. This global setting applies to all request forms.

While enabling this setting allows clients to access any form you’ve shared through their links, only one request form can be set as the default. Only one request form can be set as the default and displayed in client hub at a time.

Note: When you refer a friend to Jobber through client hub, the link will always direct them to your default request form if you have multiple forms set up.

You’ll also have a unique URL for each of your request forms that you can share anywhere you connect with clients. Many businesses add this link to their website, include it in emails, post it on social media, or even create a QR code that links directly to their form. How you share it is up to you—the link will always take clients straight to your request form.

To share your request form link, follow these steps:

1. Go to the requests settings page.

2. Hover over the form you want to share.

3. Select the More actions menu (...).

4. Click Share links to copy your request form URL

5. You can then paste this link anywhere you’d like clients to access your form, such as your website, social media, emails, or QR codes.

If you have multiple request forms set up, repeat the process for each form that you wish to share. 

Tip: Keep your form visible so clients always have an easy, self-serve way to reach you.

Learn how to add request forms to your website and social media 

Create a request internally

In addition to client-submitted requests, you can also create requests internally from within Jobber. This is helpful when a client reaches out by phone or another channel where they aren’t filling out a form themselves. Creating a request allows you to capture important details right away, and if you need to schedule a time to provide a quote, adding an assessment ensures the client is on your calendar.

You can create work requests internally from several places in Jobber including:

• the Create button on the side navigation
• a client's profile
• the schedule
• the requests list

To create a new request, select Create from the side navigation, then select Request. Your default request form will be the one used when creating a request internally. 

The new request form is divided into sections to help you capture the right details for each job. 

• New request details:
  • Request title: Enter a short title that describes the work requested (e.g., “Gutter Cleaning - Maple St.”).
  • Client: Search for an existing client or click to create a new one. To add a new client start typing then select + Create new client at the bottom of the list.
  • Requested date
  • Referral source
• Overview:
  • This section will include the request question fields that have been set up on your default request form.
  • Product / Service: Line items can be added to requests to make quote creation easier later on. You can also add line items later on after saving the request by editing it. This can be useful if you add details during an assessment visit.
  • On-site assessment: Click the truck icon or area labeled “Visit the property to assess the job before you do the work.” This lets your team know a site visit is needed before quoting or starting the job. The assessment will be added to your schedule. Learn more about Scheduling an Assessment.
    • Instructions: Add any notes for the team doing the assessment.
    • Schedule: If you already know when the assessment should happen, set:
      • Start date and end date, or check the box for Schedule later to create a request in "unscheduled" status.
      • Start time and end time, or check the box for Anytime if this visit can happen anytime on the scheduled date.
      • Team: Use the Assign button to choose which team members will complete the assessment.

Once your request has been filled out, select the Save request button. This saves the request and takes you out of the edit screen, back to the top of the request where you can view the request details.

By clicking More on the saved request, you can convert the request into a quote or job. You can also archive, print, or delete.

Note:

• Requests created internally will not appear in client hub.
• Fields marked as required won’t be mandatory when you create a new request from your own account. However, if you edit a request that your client submitted, you’ll still need to make sure all required fields are filled in.

How do clients submit a request?

When a new person submits a request, they are automatically added to your client list in Jobber. On select plans, this client will appear as a lead since they have not yet met the criteria to be a client. On all plans, by default their phone number will be set as 'text message enabled' which sets you up to send them a quote via text or communicate via two-way text messaging (two-way text messaging is available on select plans).

When a client opens your request form, they’ll be guided through the questions and sections you’ve set up. Depending on how your form is structured, this can appear in two ways:

• Paginated form: Each section of your form is shown on its own page, with a progress bar at the top so clients can see how far along they are. Clients can use Next and Back buttons to move between pages before submitting. Pagination is enabled by default, but this can be adjusted in your form settings.
• Single-page form: All sections and questions appear on one continuous page. Clients can scroll through the full form before submitting. To set up a single-page form, navigate to your form settings, and toggle off Form pages. 

Once clients complete the form, they’ll see a review screen with all the details they’ve entered. From here, they can go back and make changes or confirm their submission.

After a client confirms their request, they’ll see the confirmation message. They’ll also receive an email copy of their request for their records.

The request confirmation email is managed in your Emails and Text Messages Settings. From this page, you can:

• Choose which team member should receive replies if a client responds to the request email (including assessment reminders).
• Set up notifications so your team is alerted when new requests come in.
• Decide whether replies should go to a specific user, the email sender, or your company email.

Note: If the reply-to for requests is the sender, all admin users will receive an email about the new request since there was no original sender.

Troubleshooting tip: If a client reports that they’re unable to upload PDFs when submitting a request, try removing the image upload section from your request form, then re-adding it. This will refresh the upload field.

Change the property address on a request

If you need to update the property address on a request (for example, if the client submitted a request for the wrong property) you can change it to any other property that belongs to the same client. This can only be done from Jobber.com, not the Jobber app.

Note: If the request needs to be linked to a different client, you’ll need to create a new request instead.

To change the property address on a request:

1. From the request page, click the ... button in the top-right corner of the client details card.
2. Select Change property from the dropdown menu.
3. A list of the client’s existing properties will appear. Select the correct property from the dropdown. If the property you need isn’t listed, click + Create new property to add a new one for this client.
4. Click Save to apply the change.

Once saved, the request will now reflect the updated property address. This change is also visible to the client if they view the request through client hub.

Requests list

To get to the requests list, click Requests from the side navigation.

The request list is where you will find insights about your requests including an overview, number of new requests in the last 30 days, and your request conversion rate over the last 30 days. The requests list also contains a list of all your requests. You can think of this page as the inbox for all your requests; they will show here no matter if they were created internally or submitted by a client online. 

Learn more about List Pages and Key Metrics.

Request statuses

There are several statuses for requests:

• New: these are requests that have been created internally or submitted by a client, but no further action has been taken yet.
• Unscheduled: requests with an assessment required but not scheduled.
• Overdue: the assessment for the request has not been completed, but its scheduled date has passed.
• Assessment Completed: the assessment for this request has been completed, but the request hasn't been converted (if moving ahead) or archived. This status is a prompt that something needs to be done with the request, whether that's archiving it or converting it.
• Converted: these requests that have been converted into a quote or job. This is a final status for a request.
• Archived: these are requests that are not moving ahead. Archived requests were never converted and are not visible to clients. This is a final status for a request.

Who has access to requests?

Requests are one of the areas in Jobber where you can customize user permissions to select which users can view, create, edit and delete requests. By default, the ability to view requests (not including seeing requests on the side navigation) is included in all the preset permission levels (limited worker, worker, dispatcher, and manager) but it can also be customized further.

To customize request permissions, navigate to the Gear Icon > Manage Team > User, then from the permissions section of the user's profile, scroll down to Requests. Select the permission option you'd like to give that user for requests. The options are:

• On/off: To allow or restrict access to this information, set the toggle to On or Off.
  • Note: When a permission level is toggled Off, it is minimized from the permissions list. To select any of the following options, the toggle must be On.
• View only: This allows the user to have a read-only view of requests.
• View, create, and edit: This allows the user to see, add, and edit requests.
• View, create, edit, and delete: This allows the user to view, edit, add, and delete requests.
• Show: This allows the user to see the tab for this request in the side navigation as well as requests in the search.

Learn more about user permissions.

Requests report

The Requests Report gives you a clear picture of all the requests coming into your business. Think of it as your snapshot of potential jobs — you can see who’s reaching out, when they submitted a request, and what the status is.

To navigate to the requests report, select Insights then Reports from the side navigation. The requests report is located in the Work reports section.

From the report, you can track which requests are brand new, which ones have been followed up on, and which have already been turned into quotes or jobs. It’s a handy way to stay on top of your pipeline so nothing slips through the cracks.

You can also filter the report by things like date, status, or client. This makes it easy to answer questions like: How many requests came in last month? or Which team member is handling the most new requests?

To navigate to the requests report, select Insights then Reports from the side navigation. The requests report is located in the Work reports section.

From the report, you can track which requests are brand new, which ones have been followed up on, and which have already been turned into quotes or jobs. It’s a handy way to stay on top of your pipeline so nothing slips through the cracks.

You can also filter the report by things like date, status, or client. This makes it easy to answer questions like: How many requests came in last month? or Which team member is handling the most new requests?