Booking Requests in the Jobber App
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Requests can be created in the Jobber App directly on the Day View of your schedule, through the Quick Create Menu, or from the Client page.
To create a Work Request on your schedule, tap into the time slot where you want to schedule it.
This request will default to a one hour time frame starting at the time you selected on your schedule. Before saving, click onto the Client tab to choose a client and assign the request to a specific address. Since it shows directly in your schedule, it has already been assigned to you.
Quick Create Menu
To create a request from the quick create menu, click onto the + icon at the bottom right of the screen and choose Request.
When creating a request from this menu, scheduling the request is optional. To schedule the request, toggle 'on' the On-site assessment under the request description. Scroll below to fill out the remainder of the form.
This request will need to be assigned to a team member to appear on their schedule.
To create a request from the Client page, tap onto the Request tab and select 'New Request'
Because this request is made directly from the Client page, this client's information is already linked to it. You will need to enter in a description, fill out the form, and choose to toggle on the assessment in order to schedule it to the calendar.
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