Using Assessments to Schedule and Convert Booking Requests
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Assessments allow you to block off time on your calendar to complete a booking request. Assessments can be helpful when you need to view a property in order to make a quote.
Once you have your booking requests turned on and a request has been made online or by the client through Client Hub, you will be able to schedule that request as an Assessment on the calendar, or can convert that request directly into a Quote or Job to be able to begin work with this client.
Request Assessment Statuses and Actions
- Pending - when a new request has been created online or through Client Hub
- Unscheduled - when an assessment has been turned on, but not yet scheduled on the calendar
- Upcoming/Today - future scheduled assessment
- Past Due - an assessment that has not been marked complete from a previous day
- Action Required - an assessment that has been marked as complete, but has not been archived or converted into a quote or a job
- Archived - a request that has not been converted into a quote or job
- Converted - a request or request assessment that has been completed and converted to a quote or job.
Scheduling an Assessment
Sometimes before a quote or job can be created there needs to be an assessment of the job site. By scheduling an assessment through a booking request you will be able to add this to your calendar like a visit. To schedule, you will need to go to a booking request (you can get to one from the Request tab on the sidebar). On the booking request, click Schedule Assessment in the top right corner.
This will add a section to your booking request form where you can enter the instructions for the assessment as well as a scheduled date, time, and assign a team member.
Assessments on the Calendar
These request assessments will appear on your calendar as an indigo request. To view these scheduled assessments, go to your calendar Filters and check the box beside 'Requests'.
You can mark an assessment as complete from the calendar or from the booking request. When you do, you will be prompted to convert the request to a quote or job, leave as 'Action Required', or Archive it. There are also options to convert the booking request into a quote or job from the Suggested Actions in the top right of the booking request.
Push notifications in the Jobber app will work the same as with scheduled visits, if a new assessment is added to your schedule by another user, you will receive a same-day push notification informing you of your schedule change.
Converting a Request
There are options from the suggested actions on a booking request to Convert to Quote or Convert to Job. Selecting one of the options will move the booking request to the next step of the workflow.
After you select Quote or Job, you will now see a "Booking Request Reference" view on the right of your screen. This will include all relevant details that your client submitted with their request and can be used as reference as you build the quote or job. By choosing to convert or archive the request, the scheduled assessment will automatically show as completed.
After the quote or job has been saved, the original booking request will be marked as Converted and you will notice there is a reference to the quote and/or job on the booking request.
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