Reports for future jobs
Hello, I recently started managing my parents cleaning business. It is growing quick and appointments are getting a bit much. They dont use the jobber app as it is too much technology for them, they are older. So I assign jobs to an account and then simplify the data and print it out for them. I like reports where I can easily manage the data in excel however there isnt an option for future jobs. Day sheets are too crowed and I can't modify the information on them. I find myself having to do a lot of copy and paste. Any thoughts on how I can do this?
We need a DENY button...
We have been using Jobber for a little over a year and we have made changes to help streamline receiving requests and getting those turned around into quotes. I have one major complaint and that is that there isn't a deny option in the drop down menu of the request form. I know there is an archive button which takes the request away from the clients, client hub and removes the request from our active requests. We are a smaller company and pride ourself on customer communication. At this moment in order for the potential client to know we do not want to take on their work, I have to take their email from the request form, go to my email, take the steps to write and send an email stating that we are unable to accommodate their request at this time. Then go back to jobber type an internal note that I sent an email and why I denied the request then click archive. I will preface with I can't write code, but it would be a simple addition to the current coding that would allow a Deny Request button to show up under ...More Actions. Once clicked you could select whether you would like to send the denial via text message or email. Then one of your prepopulated emails or texts would come up to send. That way a client isn't just looking for a quote and one never comes. Once the request is denied, it could go into your archived request folder and it would show you denied it instead of just archiving it.Duplicate past Requests?
Is there any way to duplicate a past request in Jobber (verses having to create a new request from scratch)? If not, I would love to request that feature, as sometimes the contractors we send out are not always the right ones for the job (or more often the client's description doesn't match the skills required) and we'd like to have another contractor go out there and provide a second free estimate to the customer. Thanks!
