We need a DENY button...

Question

We have been using Jobber for a little over a year and we have made changes to help streamline receiving requests and getting those turned around into quotes.

I have one major complaint and that is that there isn't a deny option in the drop down menu of the request form. I know there is an archive button which takes the request away from the clients, client hub and removes the request from our active requests. We are a smaller company and pride ourself on customer communication.

At this moment in order for the potential client to know we do not want to take on their work, I have to take their email from the request form, go to my email, take the steps to write and send an email stating that we are unable to accommodate their request at this time. Then go back to jobber type an internal note that I sent an email and why I denied the request then click archive.

I will preface with I can't write code, but it would be a simple addition to the current coding that would allow a Deny Request button to show up under ...More Actions.

Once clicked you could select whether you would like to send the denial via text message or email. Then one of your prepopulated emails or texts would come up to send. That way a client isn't just looking for a quote and one never comes.

Once the request is denied, it could go into your archived request folder and it would show you denied it instead of just archiving it.

joaoservices · Answer

100–% correct but we also needs a way to answer back to a customer when they request a change on a quote to make it easier on us&nbsp;

theprocessceo · Answer

While there is no dent option on a request, you can click the client name on the request, and once you get to the client profile, you can send an email from that profile page.

The email is sent from jobber to the client and the client communication log is updated on the client page.

I know it’s not exactly the solution you need, but it can save you a few steps!

julie · Answer

Hey Bradley, thanks for your post!
We’ve forwarded your feedback to Success as they collect all feedback to share with our Product Team as they consolidate customer ideas/feedback so we can have a pulse on what would help our customers the most overall.
We encourage you to use this forum to ask other community members how they manage situations like these, and if you have additional feedback on Jobber you can reach out to the Success team directly at&nbsp;support@getjobber.com, by phone at 1-888-721-1115, or chat via the chat icon in your Jobber account.

janinechambers · Answer

I archive the request, click on the client name on the request which will take me to the client profile. In the top right corner on the client profile (desktop) there is the option to email the client right from Jobber. I send them a simple message that thanks them for reaching out and that they are out of the service area or that we don't offer that service add the company name and hit send. It takes two minutes.

If you are getting a lot of unqualified leads it may be helpful to add more info to the request form, your website, or marketing to allow customers to qualify themselves before contacting you. I try and add questions that inform customers of the services offered, limitations, and pricing expectations so they are contacting the right contractror for their project.

badgerhauling · Answer

I see an option for a client to "request changes" and they are also presented with a text box to write in their potential change request.

While I am not disagreeing with you. I would personally reach out to my client if they were requesting changes by phone or sms. (depending on their preference)

From there, you can discuss any changes, confirm etc, then resend without having to start all over.

Forum Discussion

We need a DENY button...

7 Replies