Back and Forth Email's before Quoting work

Question

Once I receive a new request, with photos, I often have to email my customer for clarification or to request more details. It takes me outside of the Jobber thread for that customer. Then I have to go back into the Jobber for that customer and update in the notes. It's inefficient.

Is there any way to have back and forth communication that is saved under a client and keeps the discussion inside Jobber so I don't still need to have the communication in multiple locations?

judithvirag · Answer

You can email the client directly from Jobber.&nbsp; Select the client and on the top right hand corner there is an email option. Then if you scroll down a bit you can view all communication with the client as well.&nbsp;

springbok1212 · Answer

LeatherHelpGuy​ I am learning about Jobber as a business consultant helping a new client with efficiencies and I was SHOCKED that there is not a way to capture the replies from clients' emails in Jobber. It's a major flaw in my opinion. Your entire back and forth comms should be in one spot to reference, not just half. I get that the texting is 2 way but that's just not feasible. I'm looking into ways that Zapier can help but it's not exactly straight forward. Have you found any good workarounds for this?

ryaantuttle · Answer

You could try using the "texting" feature with your customer in the app or desktop version.

hshoosier · Answer

I absolutely agree with this!&nbsp; There are several of us that monitor the company email. I can't tell who has followed up or not.&nbsp; It's very inefficient as I have to try to track it down.

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Back and Forth Email's before Quoting work

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