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