Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically cr...
Forum Discussion
We have automated follow-up set for all quotes that are 'awaiting responses'. When we set up a customer we use tags to define Commercial and Domestic jobs. Each tag has different follow-up rules. iE. Commercial we chase at 14 and 30 days where as Domestic is 7, 10 and 30 days. It saves time and stops customers being put on the spot by a phone call when they don't want to use you for whatever reason....they just reply to the Follow-Up.
Hope that helps. Also adding it as a task - will overwhelm the Schedule as we already have Requests and Jobs as well as other tasks (all different colours)