Table of Contents
Overview
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.
Requests are available on select plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon > Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
Our requests feature allows your clients to request a quote or services through your website, social media, or through the client hub. The request form gives your client an option to select a date that works best for them— gathering this information upfront cuts down on back and forth.
Adding your request form to your website or social media gives your clients a convenient way to reach you from the comfort of their home, or while out on the go.
Locate your Share request form options
At the bottom of the Settings page, under Requests, you'll find the Share Request Form section. Use the options here to add the request form to your company website or social media accounts. To get started, toggle the switch to ON to make the form visible to clients and new leads.
Embed your request form on your website or social media
Note: The embedded popup form shown in the video is no longer available.
The embed options are the best way to integrate the request form into your website. Click View Embed Options to customize an inline form that can be embedded into your website. This is a good option if your website is set up on Wix, GoDaddy, Squarespace, or Weebly
Note: Once you add this to your page, you might want to resize it so that the full form appears without the user having to scroll within the widget.
The submit button on your request form can be customized to match your company's branding. If you know the color HEX code, enter it in the Button color field, or to select the color from a menu, click the color thumbnail in the button color field.
To embed the form into your website, click Copy Code to copy the code snippet. This can be pasted (Right click > Paste) into your website editor in a field that supports HTML. If you have a website administrator be sure to equip them with this information and the code snippet to add to your website.
Share a link to your request form on your website or social media
Another way to share your request form is using the Share link option. This link directs leads and clients to client hub where they can submit a request. From Settings > Requests, click View Link Options to share your link. This link can be used on your social media pages, your website, texting a client, or anywhere you want to share a link directly to your request form.
From the pop-up, click Copy URL. This URL can now be pasted anywhere you want to share your request form.
Create a button or icon for your request form
One use for this URL is to format a button or icon on your website where clicking the button will open the URL. You might use this option rather than embedding your request form.
From your website editor of choice, add a button or icon. In a lot of common website builders, this might be a widget but will vary depending on what platform you're using to set up your website.
Format your button to link to this URL. Here is an example from Wix that shows what this setup might look like in your website builder. Every website builder looks a bit different so yours might vary a bit from what is seen here, but look for the option to link a URL or web address, then paste the URL you copied from Jobber.
Add your request form to your Facebook page
When you create a Facebook business page (facebook.com/pages/create) you will have the option to add a button to your page which you can setup to link to your request form.
1. Start in Jobber and from Settings > Requests > Share Link, click Copy URL from the Share link options section.
2. Navigate to your business page on Facebook. In the top right of your profile below your cover image, you will have a call to action button. It might be set up already as a call to action to send you a message. Click this button and select Edit button from the dropdown.
3. From the list of options, select Contact Us. It's important to use this option since it supports a URL.
4. Paste the URL you copied into the website field. Then click Save.
Your button to link to your request form is now setup. When potential clients click the Contact Us button on your Facebook page, they will be prompted to fill out a request form.
Check out our Jobber Academy article for more tips on creating a Facebook business page or check out Meta's guide to Adding a CTA Button to a Page.
Link to your request form from your Google Business Profile
If you have a Google Business Profile, you can set up your request form so that potential clients can request a booking with your company directly through your Google Business Profile listing.
To add your request link to your Google Business Profile:
1. Go to your Business Profile.
2. Select Booking.
3. Select Add link. If you already have links on your Business Profile, select Add another link.
4. Enter the URL that you want to link to the button - This will be the URL from the "Share link" copied from Jobber.
5. Select Save.
Learn more about
setting up local business links
Create a QR code with your request form
QR codes can be printed on business cards, door hangers, or other marketing materials so that your leads or clients can scan them as a quick way to fill out your request form.
Here are the steps for creating a QR code for your request form:
1. From Jobber.com, select the Gear Icon then Settings.
2. Select Requests.
3. Click on Share Link Options, under the Share link section, click Copy URL.
4. Visit a QR code generator website, such as QR Code Generator.
5. Paste the copied URL into the generator to create a QR code linking to your URL.
6. Download the QR code for future use.
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'.
Fields that are not set as required will show as (Optional).
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 already set as 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 request will be linked to that existing client. If an alternate email address is used, then a new client will be created.