Workflow

Question

We service appliances.&nbsp;We get a request through our website and then convert it to a job or we add it manually.Then we go out and diagnose them for a $95-$150 service call, depending on distance.&nbsp;If possible we repair then.&nbsp;If not we send over a quote, then once approved we turn it into another job and schedule it for repair.&nbsp;&nbsp;We end up with two separate jobs, instead of being able to approve the quote and add it to an existing job with a new scheduled job.&nbsp;Is there an easier way to do this that I’m missing?&nbsp;

jeremypropai · Answer

Just to make sure I understand, you're trying to keep the initial diagnostic and the follow-up repair under the same job, while scheduling two separate visits, correct?

Ideally, you'd want to send the repair quote after the diagnosis, get it approved, and schedule the second visit without creating a completely separate job.

Have you tried using multiple visits within the same job, or is the issue that Jobber won't let you attach the approved quote to the existing job?

Forum Discussion

Workflow

1 Reply