Sales rep in Jobber
I'd like to give access to Jobber to a sales rep who answers the phone and books sales. Likely, this person would be a contract position, working remotely. Inside Jobber, this person would be able ...
Forum Discussion
Hey Derek - I actually perform this role for my organization - there is indeed a way to do this by creating a custom role for that user, rather than giving them a pre-set role.
To do this, go to the Gear Icon > Settings > Manage Team and click on the user's name. From there, you can set up custom permissions.
For the abilities you mentioned, you'll need to give the user the following permissions:
- View and edit full client and property info (for creating new clients)
- Edit their schedule and view/edit jobs (for creating new jobs)
- View and edit full client and property info, view and edit jobs, view and edit invoices, and show pricing (for adding payment methods)
This role is more limited than a Dispatcher in that a Dispatcher can edit existing jobs (rather than just create them), edit team information, and edit client details beyond just creating new ones.
I hope this helps! And if you're looking for a hand with sales and client management, I'd be happy to discuss how I can help as a remote contractor. Feel free to check out my website - stomataops.com. Cheers!
