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: Is it possible to create and embed multiple types of Jobber forms on our website?...
Q: Is it possible to create and embed multiple types of Jobber forms on our website — for example, a simple contact form in one section and a detailed request form in another? A: Absolutely! You can now create multiple, custom request forms for each page on your website.Customer Q: How is Quote Options different from Optional Line Items?
Optional/Recommended line items provides to ability to upsell optional add-ons, where a client is not required to make a choice. With Quote Option Sets, the client must choose one of the options within the option set. You can add up to three option sets to a single quote, and the client makes one clear choice per set. This keeps decisions simple and structured while still giving clients flexibility. ⚠️ While you can use Optional/Recommended line items as a workaround, this can create confusion since clients aren’t required to pick one. That means you could miss out on getting a clear decision, or worse, risk miscommunication about what’s actually included.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!)Q: When will quote options be available? It's not showing in Jobber Labs.
The quote options feature is in a limited Beta right now, and we’re gradually rolling it out to more users. Once it’s available to you, you’ll see a red dot on the gear icon and beside Jobber Labs. You can also join the waitlist, and we’ll notify you as soon as you can opt in! Join the waitlistCustomer 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.
