Table of Contents
Overview
You and your team can run your day-to-day operations from anywhere with our iOS and Android mobile apps. Available on the Apple App Store and Google Play Store.
Requests are available on select plans.
Requests can be created internally to set up time in your calendar for an assessment or submitted by your clients through your website or social media. Assessments are a scheduled time to complete a request where you might visit the client's property and create a quote or do the job. You can schedule an on-site assessment right from the app to block off the time in your schedule and then requests can later be converted to a quote or job to keep your workflow moving along.
Creating requests
Requests can be created in the Jobber App from the:
- Schedule (day and week views): Tap a blank spot on the schedule at the time you wish to schedule the new appointment. From the bottom menu, select New request.
- the quick create menu: Tap the + icon in the bottom right corner and select Request.
Depending on which screen you create the request from, some of the information (such as client) might already be filled out for you, but let's take a look at a completely blank request.
The first step is to fill out is the client's name. Tap Add Client to either select an existing client or create a new one. To be able to save a request, you'll need to enter a client but all the other fields are optional. From there a description of the request can be added, this is usually a short description of the kind of service this client is looking for.
On-site assessment
Next is the on-site assessment. An assessment is an event that appears on your schedule and is typically the time you would take to visit this property and assess if you're going to move ahead with the work. For many companies, assessments also include writing up a quote.
To add an on-site assessment to your request, slide the On-site assessment toggle to ON. Enter the date, time, and assign a team member to this on-site assessment. The on-site assessment will appear on the schedules of the assigned team members in the app and Jobber online.
Note: If you are unsure about when to schedule the assessment, but want to create the assessment as a placeholder to schedule later, check the box for Schedule later. This will create a request with an on-site assessment in "Unscheduled" status.
If you are creating this request from the schedule, the request will default to a one-hour duration starting at the time you selected on your schedule.
After the on-site assessment are the assessment instructions. This is an internal description for the assigned team so this is a good spot to leave notes for your team about what needs to be done while on this assessment.
Service details and online booking form
Next are the service details. If there are particular questions or information you like to gather upfront from your client, those fields can be customized online from the Gear Icon > Settings > Requests. These fields can be filled out internally by you or your team in the app, or clients can submit requests with this information filled out, and then you can reference it in the app as you review this work and decide if you will move ahead with it.
If you have an online booking form as part of your request, you will see options for when this on-site assessment should occur. This would typically be filled out by the client online, but you have the option to fill out these fields from the app as well if you are creating the request internally. These questions are around what day and arrival time would work best for the client, so you can reference that when scheduling work for them.
Actions on requests
Since requests are the starting point in your workflow, the actions on requests are all about moving your workflow along.
For a request with an on-site assessment, the primary action is Mark Complete. Completing the request puts it into "Assessment Completed" status which indicates the next step is to either archive the request if you aren't moving ahead with the work, or convert the request to a quote or job if you will be moving ahead with the work.
For a request without an on-site assessment, the primary action is Convert to quote.
From requests both with and without an on-site assessment, from the More Actions button the options are:
- Convert to quote: Create a quote with the same client and property address from this request. The service details from the request will be viewable so that you can reference them while filling out the quote.
- Convert to job: Create a job with the same client and property address from this request. The service details from the request will be viewable so that you can reference them while filling out the job.
- Archive: If you will not be moving forward with this work, select Archive.
Requests list
To view a list of all the requests in your Jobber account, navigate to the Clients tab from the bottom menu. From the client's list, tap Requests to view a list of your requests. The list will show the most recent 100 requests, but items beyond the most 100 recent can be pulled up from the search. You can search by using:
- Client name
- Client phone number
- Property address
Each request in the itemized list has a label for the request status, so you'll know at a quick glance where each request is in your workflow. Requests can also be filtered by status so you'll only see items of a particular status in the list. To filter by status, select Requests to view the request status options. Tap the status for a list of items in that status.
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 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.
Deleting a request
If you need to delete a request from the app, navigate to the request and click Edit. Scroll down to the very bottom of the request and tap the text for Delete Request. You will be asked again to delete the request, so if you accidentally tap that button you can still back out of it. To permanently delete the request, tap Delete.
