Forum Discussion

Mobius's avatar
Mobius
Contributor 2
2 days ago
Solved

Do photos and notes from Jobber requests carry over to jobs and quotes?

New Jobber user just getting to know things and adapt my workflow to this new system. Am I missing something or does the Requests function not integrate with the Job/Quote functions?  I've created ...
  • jade's avatar
    jade
    1 day ago

    Hey Mobius! Welcome to Jobber! 

    To answer your question, when a photo is added to a Request, you can have it so that it carries over to the Quote, Job, and Invoice as long as the photo is added to the internal notes section, and you select the option for "link to related". 

    This looks different in the web version and the app, so I have attached screenshots of both. 

    I do understand the confusion you have, and to elaborate on that, when adding photos to the Request form, they do not carry over by default. The ability to add photos to the Request form is a new feature, and we are very open to feedback as we continue to improve this. I have submitted your feedback on this to our team. 

    I hope this information helps, if you have any questions on this, please contact our Success Team 888-721-1115 ext 1 or email mailto:support@getjobber.com. 

     

Mobius's avatar
Mobius
Contributor 2
1 day ago

Thank you Jade, I see where I was going wrong.  I completely missed that there was a request form as well as a note section in Requests.  I will be sure to make use of this in the future, thanks again.