Customer Q: If we have multiple request forms, how does the customer choose?
Each request form has its own unique link. When you share or embed a link, it will take the customer directly to that specific form. Since each form has a unique link, you can embed the correct form in the right place. For example, you might add your Seasonal Services form link on a seasonal promotions page of your website, and keep your Default request form link on your main Contact page. That way, customers always land on the form that matches what they’re looking for. To get the link, click the three dots (…) beside the form name and select Share links.Customer Q: Can Jobber AI create a form with required signatures for agreements before booking?
Thanks for the suggestion! At this time, Jobber AI can’t create a signature-required form for policies or agreements before booking confirmation. We’ve shared your feedback with our product team for future consideration.Customer Q: When is the new request form / bookings form going to be released?
The request form improvements are live now! 🎉 You can head to your Requests settings page to start adding more forms using our new drag-and-drop form editor. Click here to learn more! 👉 https://help.getjobber.com/hc/en-us/articles/115009737048-Request-Basics (P.S. We’re also working on enhancing online booking, so keep an eye out for updates soon!)Customer Q: Is Jobber Voice AI access permission based?
That is correct! Voice respects the user permissions already set in your account. Users will not be able to do anything through Voice that they do not have permission to access. On top of that, Voice is only available to admins and owners of the account at this time. Access for non-admin users will be coming soon. For more information on Voice, check out our Help Center. --- Full question: Is Jobber Voice AI access permission based? For example a user who cannot access invoices won't be able to access invoice information through Voice AI?Customer Q: How can I tell which request form was filled out and see conversion rates?
Full question: How does the request page differentiate your request forms? How do I see which form was filled out? Will my conversion rates be for all request forms or will it be split by each form? Right now, both internal requests and Client Hub requests use the default request form. The ability to differentiate forms is coming soon to the Request index, but in the meantime you can see which form was filled out in the Request report. As for conversion rates, those are currently shown as a total across all request forms. We’ll be releasing updates in the future that will break out conversion rates by individual form.Customer Q: Will new requests from existing clients merge with their current profiles?
Full question: If I create a new request form for a season-specific service I am providing, I will likely get a lot of existing customers requesting service. Will it merge profiles when they send in a request? What if they spell their name wrong, don't let the system generate their address, etc? Will it match it to their existing profile? Yes, requests from existing customers are more likely to link to the right profile. The system now has smarter duplicate detection to catch clients or properties that already exist, and Google Address Autocomplete helps reduce errors by matching addresses and cutting down on typos. Even if some details aren’t perfect, it should connect the request to the right customer more reliably.Customer Q: Will AI Receptionist accept sophisticated prompts for more custom responses and actions?
You have the ability to provide Receptionist with more knowledge about your business so it can answer questions in-depth. This is done in your business profile in Jobber, under "essential information". With the new request form updates, you can also now create a request form just for Receptionist to use, to customize the questions it asks for client intake. And with call escalation in your Receptionist settings, you can have Receptionist transfer calls to a team member based on key words and phrases. We love to hear your ideas for Receptionist—reply to this thread and let us know what you think!Customer Q: Can we delete automations? It is getting cluttered with deactivated automations.
Thanks for the question and the feedback. Right now, there isn’t a way to clear or permanently remove deactivated Automations from your settings. We know this would be useful and plan to add it in a future update as we add even more automations to Jobber!
