How can I mark quotes as declined and track cancellation reasons in Jobber?

Question

There may be a solution so let me know.
Short version: send out a quote. customer declines. I would like to mark it declined. Not a big deal but archived, is declined but means more to me its just been sitting there forever. I know silly and not a deal breaker its a stupid word association
BUT MORE SERIOUS: i would like to be able to mark why it was declined. (price, going with a different person, doing it themselves whatever.) that way i can track patterns either holistically or individual customers. As a solo guy i know most of it, but once my office staff starts, and gets into here, it would be hard to tell what the right hand is doing sort of thing.
on that note and most important. Recurring work or any work. If we cancel a job or a service. it should show as canceled. not just disappear. And it should have the option (and also a way to force that as well when multiple crews are out) to mark WHY. That way everyone knows who canceled the service, and why. Helps keep people accountable. and keep track of what is happening.&nbsp;

tbarth · Answer

Well, mine was kind of grumpy.&nbsp; I'll do better.The custom field is absolutely the correct way to track the reason for a decline; I'd forgotten about those!Adding a new status would not be trivial as company resources go. Database schema, logic, reporting, automations, integrations, mobile, analytics, etc.&nbsp; Seems simple from the front end, but it would be a significant to-do list on the back end.Still though, it would be a great feature and makes sense that it would be there as a standard status option.

tbarth · Answer

For declines, manually adding it to the quote name so it shows up under the quote number (god forbid the they each have their own columns) and a note in the quote for the reason is all I can think of.

The closer you look at some of the core features, the more limited you realize they are. These are all good examples of that. Considering the product is over 15 years old, one gets the feeling that expanding the basic features is not a priority.

blueskies · Answer

Very much so. I came from yardbook. I liked the ability to put picture lines in the quotes. the client hub and two way texting in the app so everything was together. (the dashboard is nice as it automated the sales process for me a bit as a solo guy). but for $300 (to get the texting and the campaigns which is basically mailchimp) its a high price to pay when i could get basically the I NEED THIS TO DO THE JOB features for around $100. it would create a bit more admin work, but seriously im considering it.

krista · Answer

Hi everyone,
This is really thoughtful feedback, especially around visibility, accountability, and tracking trends. Thank you for laying it out so clearly.
For quotes specifically, have you tried archiving the quote once it has been declined? Archiving will remove it from your active workflow while still keeping it accessible for reporting and history. Some teams use this as their “declined” workflow step.
To track the reason, you could also use custom fields on quotes to capture decline reasons such as price, competitor, timing, or DIY. That way, you can standardize the options now and have clean data when office staff come on board. The same approach can work for jobs, adding a required custom field for cancellation reason so that nothing gets closed out without context.
While it may not be as automated as a dedicated decline or cancellation status with forced reason codes, this workflow can still give you visibility and accountability across your team.
That said, we completely hear the larger point around wanting clearer declined and canceled states built into the core workflow. This is valuable feedback.
We would genuinely love the opportunity to help you get the most value out of your Jobber subscription. If you are open to it, our team would be happy to connect and walk through your current setup to see how we can streamline things or recommend configurations that better fit how you operate.
If you would like to chat, feel free to reach out to Support and we can set something up. We want to make sure Jobber is supporting your business, not creating friction.&nbsp;
Please reach out to our Support team at 1-888-721-1115 option 1 or mailto:support@getjobber.com at a time of your convenience.

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How can I mark quotes as declined and track cancellation reasons in Jobber?

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