Client Communications
I would like to see space to log our own client communications - not in notes! For example, when we chase quote, we sometimes email but other times we call the client. Unfortunately there is no whe...
Forum Discussion
Notes are great for some things - like our Team Notes and Surveyor Notes (which would be fantastic in form format - but hey already mentioned that before) When Chasing quotes - putting in custom fields against a client when they have lots of different sites, could work but only if it is attached to each quote as I said we can have a client with 15 sites all with there own property management companies and 10 of them have quotes in different stages, so would have to work out which info is for which quote. I would like a simple communication capture per quote - so we can see when calls have been made and emails sent etc. This would help with both visibility and tying communications to a quote rather than a client. It would also mean that when I am away from my desk, my boss can see where we are at with all the quotes - rather than having to wait for me to return and vice versa. Also only team notes make it to jobs, so I would have to ensure those notes don't make it to the teams in the field as they do not need to know anything about the office side.
Overall Jobber is a great site, but just little tweaks that would help massively.
Thanks so much for taking the time to share this, this is really helpful context. I can see how managing multiple sites and quotes like that would make things tricky with the current setup.
I also wanted to mention that custom fields can be used at multiple levels and can be set up to transfer through the workflow, so they can follow a quote through to jobs and beyond. That said, I hear your point around needing clearer, quote-specific communication tracking.
I’ll make sure this feedback is shared with the team so they have visibility into these challenges and what would improve your workflow. Really appreciate you outlining it so clearly.