How Do You Manage Requests in Jobber?

Ernie, you hit the nail on the head. That 'New' status bucket becomes a graveyard for leads because Jobber lacks a 'Contacted' or 'Attempted' stage. We actually built a custom dashboard (Bento) that sits on top of Jobber specifically to solve this. It visually separates leads you’ve already reached out to from truly new ones, so you can actually hit that 'Zero Inbox' goal every day. Also, regarding your issue with tech phone calls—we've been working on a fix to ensure office-only caller ID routing so your techs stay off the hook for return calls. Would love to show you how we’re cleaning up that request pile!

This is definitely something you should be automating. You can use go high level or chiirp to set up automatic text campains. Go High level has the functionality that when a request is submitted, it automatically calls you and connects with them. Either way they need to be reached within 1 minute of submitting the request or the likelihood that you will get the job goes way down. 

We use a go high level mod called Snipey Leads. When a lead comes in they are put in to one bucket for new leads and they only become an interested lead once they respond. We are engaging them there unless the conversation gets dropped again (either they didn't like the ballpark I gave them or just stopped responding). At that point they are dropped in to a nurturing sequence where we reach out periodically seeing if they need help with anything.

What worked for us was adding a simple follow-up system: as soon as we attempt contact, we tag them (like Contacted – No Response) and set a reminder. That way, nothing just sits there looking new.

If it helps, we actually built a small workflow around this to keep our requests at zero daily  happy to share how we set it up 👍

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