Feature Request: Work Queue or Task Queue
We have a growing concern with being able to track steps / tasks and items that need attention, pre-quote, specifically. As a home services company who regularly works with external trades to comple...
Forum Discussion
That is a spot-on feature request, and you described the exact pain point that almost every growing trade business runs into when managing multi-step estimators or sub-contractor pricing!
When you're dealing with external trades, specialized site visits, or getting secondary estimates for things like masonry or structural work, the pre-quote phase is practically a project in itself. Without a dedicated task queue or sub-task assignment inside Jobber, keeping track of those moving parts usually means juggling internal notes, spreadsheets, or manual reminders so nothing falls through the cracks.
Having a true internal ticketing or task-queue system tied directly to Requests and Quotes—where team members can assign sub-tasks, set internal due dates, and track progress before a formal quote ever hits the client's inbox—would be a massive game-changer for office workflows and multi-trade contractors.
A few great ways community members handle this gap in the meantime include using internal Jobber Notes with @mentions to alert specific team members, setting internal Follow-up Reminders directly on the Request, or using Jobber's Tags (like "Pending Sub Estimate") to filter requests in the pipeline until all the numbers are in.
Thank you for laying this out so clearly—feedback like this directly helps the product team see how contractors manage real-world, complex quoting workflows!