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JHTS's avatar
JHTS
Contributor 3
1 day ago

Client Communications

I would like to see space to log our own client communications - not in notes!

For example, when we chase quote, we sometimes email but other times we call the client.  Unfortunately there is no where to log that they were called including date and time unless i put it in the notes  on the quote.   Or the notes on client page, which then does not include the items sent via Jobber. 

 It would be handy to have a communications area that we could add communications too that also included the quote number to so we could search and see only communications related to that particular quote.  This feature would be particularly handy when dealing with property managers who have 10 sites in quote stage.

 

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