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.
Make it easy for clients to reach out and start new work with online request forms. With Jobber, you can create multiple request forms tailored to different services or types of clients—then share them anywhere your business connects with customers.
Add your request form to your website, social media, or other online channels so new and existing clients can submit requests anytime, from any device. Each submission appears in Jobber instantly, so you can review details, follow up, and keep your schedule full without missing a lead.
Request availability
Requests are available on all current plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon then select Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
Share your request forms using a link
In order for requests to start coming in, you need to make your request forms visible to clients.
Navigate to your request settings, by selecting the Gear Icon then Settings. From the settings menu, select Requests.
Note: Only admin users can access settings, including your request settings.
From the share request form section of the requests settings page, turn on the toggle for Visible to clients and customers to make your default request form accessible in client hub or anywhere you've shared your request link, giving clients a direct way to submit new requests online. This is a global setting that makes all request forms visible.
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:
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Go to the requests settings page.
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Hover over the form you want to share.
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Select the More actions menu (...).
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Click Share links to open the sharing options.
- Select Copy link to share the link hosted in client hub.
- 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.
Tip: Keep your form visible so clients always have an easy, self-serve way to reach you.
If you have multiple request forms set up, repeat the process for each form that you wish to share.
Set up automatic lead tracking
Another way to share your request forms is to copy the links provided by Jobber that are already set up with automated lead tracking. When clients book through these links, their request will be automatically attributed to the platform from the link and visible on the lead source field on the client's profile as well as in your clients report.
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Go to the requests settings page.
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Hover over the form you want to share.
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Select the More actions menu (...).
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Click Share links to open the sharing options.
- From the Automated Lead Tracking section, click the icon for Facebook, Google, Instagram, or Yelp to copy the link for that platform.
- Paste this link on the matching platform (for example, if you copied the Facebook link, you would paste this onto your Facebook page) so that customers who submit requests through this link will automatically have it attributed to the platform.
Create a button or icon for your request form
One option for how you can use the request link 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.
Embed your request form in your WordPress website
If your website is built with WordPress, you can also use the Jobber WordPress plugin to easily embed your request or online booking forms. This plugin simplifies the process by letting you add your forms directly through WordPress blocks or shortcodes—no coding required. Once installed, you can configure your form settings right within your WordPress dashboard.
Learn more about
WordPress Plugin for Online Booking and Requests
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.
Set up Google Analytics tracking on requests
Tracking your Jobber request forms in Google Analytics helps you understand how often people view and submit your forms. This can give you insight into how visitors interact with your website and which marketing efforts are bringing potential clients to your forms.
Check out the below article to learn how to set up Google Analytics tracking for your request forms.