Automated Task Creation?

Question

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 created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que?

THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.

jhts · Answer

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)

pestfreecanada · Answer

I think you may have to manually put in follow up tasks each time a quote is sent. There is an automated email that gets sent to the customer if the quote is opened and not accepted, but I have yet to mess around with that. It actually paid off a few times sending follow ups for me! I believe that is in the settings under the "quotes" section. Maybe mess around in there and there is some different settings you can adjust to follow up on a set schedule.

Let me know because I am curious about it also.

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Automated Task Creation?

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