Forum Discussion

BlueSkies's avatar
BlueSkies
Contributor 3
2 months ago

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 ...
tbarth's avatar
tbarth
Contributor 3
2 months ago

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.