How Do You Manage Requests in Jobber?

Hi Ernie, 

So we field requests for both Sales and Service. The information is entered either by the client through our website or manually through our office based on prior service notes or client call in details. With each request daily, if we are not able to SCHEDULE an appointment, we assign any remaining NEW request as an assessment to either our Service Technician or our Sales Guy with the date (no time). This does two things, first it sends an email to our Sales Guy or the Technician about the open request AND it then puts the new request at the top of their calendar for the day and if they don't get it scheduled today they move it forward to tomorrow or the next day until they get it scheduled with an appointment time. This helps them keep track of the unscheduled requests as items to update daily until they all get scheduled. They open the request each day and indicate the date and time with notes if they emailed, called or texted the client. So at the end within the request you'll see the initial date of the request, in the details all of the notes of attempted communication in between and the final assessment time and date is the date the request/assessment was completed and either archived or converted to a quote or job.

I hope this helps. Also interested to see how others are managing this as its new for us as well. Exporting the Requests to a spreadsheet and sorting by Sales or Service REQUESTS (which is a custom field I added) is also very helpful from time to time as we have been using requests since august and now have thousands.

Regards, Nicole