Forum Discussion

HandyMillerMan's avatar
HandyMillerMan
Contributor 3
2 years ago

Can You Duplicate a Past Request in Jobber for a New Estimate?

Is there any way to duplicate a past request in Jobber (verses having to create a new request from scratch)?

If not, I would love to request that feature, as sometimes the contractors we send out are not always the right ones for the job (or more often the client's description doesn't match the skills required) and we'd like to have another contractor go out there and provide a second free estimate to the customer. Thanks!

requests

1 Reply

  • TheProcessCEO's avatar
    TheProcessCEO
    Jobber Ambassador
    2 years ago

    Currently, you cannot duplicate a request. However, is there a way an admin or a VA and assign them to the right tech from the very beginning? It could really help save so much time and money. 

    We have a VA sort through our requests and gather missing info when needed from the client before it’s assigned to a sales rep. 

    Hope this helps!