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Ernie's avatar
Ernie
Contributor 3
21 hours ago

How Do You Manage Requests in Jobber?

Hello everyone.  How are you managing requests in jobber?  We have all our leads coming into jobber via request forms and many customers submit request forms for service as well.  When we follow up on these requests we are able to get hold of some and convert them to an assessment, a quote, or a job.   The ones we reach out to but do not get hold of right away are staying in the request bucket and the status still says, "New".  Is there a way to change that status or move them somewhere else?  These requests seem to pile up for us.  Since we haven't contacted/scheduled them we really can't move them to assessment, quote, or jobs.  We don't want to archive them yet.  I would really like to zero out my requests daily.

How are you managing these requests that you don't get hold of right away?  Are they being left in the request bucket with the status still saying, "New" until you finally schedule them or archive them? Or are you doing something else?

Looking forward to hearing what companies are doing.

Ernie

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