One issue I am experiencing since moving to jobber... speaking of up sales and maximizing profits.. We would do so much better if we could offer quotes after coming to a job.. or within a job. The best way to maximize profits that I know of.. options. We charge a small call out, then when arrived.. hi mrs jones. we can fix the leak for $, we can replace that section of drainage for $$, or we can replace all that drainage for $$$. In jobber we can't quote from within a job.. only a separate quote... we'd then need to book another job from that quote. Also the guys cant sign in to time sheets from a quote which would also be good. When we send guys to do a quote, no way to track their time be needs to work both ways so we don't have separate invoices if we add a quote from a job. Thoughts or workarounds??
Hey Pink Plumbing Team! Thanks for your question. I think we have a solution for you! I would recommend creating a Request first instead of a Job.
When creating a Request you can add an on-site assessment to your calendar, similar to a Job visit. Requests are intended for the first look of the property, so you do not need a lot of details to fill them out! I also suggest starting a General timer for the duration of the on-site assessment.
Once the onsite assessment is completed, you will be able to make a Quote straight from the Request - and can continue the workflow. Request > Quote > Job > Invoice.To learn more about the Request feature in Jobber and how to book an on-site assessment, check out this article from our Help Center.
