Lead Qualifying Workflow in Jobber
I may be hitting the edge of what Jobber can do in terms of it's sales CRM capabilities. BUT maybe someone has a good idea. For my higher ticket item: Permanent Christmas Lights I schedule a site vi...
Forum Discussion
Hello Darren and Julie, thank you for sharing your concerns about the current setup of the Request workflow.
One thing that I would recommend is using the Request title as a status line or tag, the Request title will show on the Request tab in quick glance and can be arranged by alphabetical order. to do this, go to the request > edit > edit the request title.
We appreciate the feedback and would like to know more about how we can improve here! Feel free to reach out to our Success Team for workflow ideas or to submit feedback.
Although we cannot say for certain what features are in development, we can ensure that your feedback is submitted to our Product Development team!