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Annie-eccs's avatar
Annie-eccs
New Member
13 hours ago

What’s the best way to manage and track leads in Jobber?

Hi! I have searched all throughout old conversations to try and see if anyone else has run into the same challenge I'm currently facing and read some good advice but I wanted to see if anyone had anything new to add.

I'm looking for a way to actually track leads, whether that be in jobber with request titles, tags, or custom fields OR integrating a whole separate lead management software.

I don't like leads to stay in the new request stage until an assessment is schedule as I do not provide in home estimates.

Does anyone have any workarounds they use in jobber for better tracking lead stages and a better system to track when you need to call, text, follow up etc. Or if you found a better integration option. Thank you!!

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