Forum Discussion
I want to see additional things from the Jobber/CallRail integration. Unless I am not saying it correctly, I am unable to get an auto-generated Jobber request from a telephone voicemail in CallRail. I take in leads from many sources and one of them, a website for deck installation and repair is keyed so I am the only affiliate. I’ve entered my CallRail credentials and and although a dashboard of my CallRail data will appear, no request records were actually generated inside Jobber. So I took it a step further and placed a call and left a voicemail requesting deck construction estimate with a call back. Still nothing was generated inside Jobber. It would be great if Jobber could auto generate that request and save me the time from cutting and pasting or listening to the various voicemails in order to get request details.
Having to replay every deck estimate voicemail and manually recreate the request seems to defeat the purpose of having the tools connected.
I built CallReclaim for the related handoff problem. After an eligible missed call, the caller can choose to provide the project details by text, and the business receives an organized lead summary.
It is not currently a native CallRail to Jobber integration, but it may remove some of the listening and copying work. Are you still rebuilding those requests manually?