Customer Q: What’s the best way to add terms and conditions to a quote?
The best way to add terms and conditions to a quote would be to use the Contract/Disclaimer section. This can be accessed when creating quotes or via Settings > Branding > PDF Styles > Quotes > Contract/Disclaimer. For those with access to Advanced Quote Customization, terms and conditions can also be added as a PDF or document in the Attachments section of a quote. (This will be launching soon in March!)
Customer Q: AI Receptionist. Is the pricing I'm seeing on my grow plan permanent...
Q: AI Receptionist. Is the pricing I'm seeing on my grow plan permanent or just for a few months? A: Jobber is offering a 3-month price promotion for AI Receptionist. You can check the details in your Manage Plans settings. This offer runs until March 31st, so if you’re thinking about using it, now’s a great time to try it out!
Customer Q: Is there a way to set the AI Receptionist to only answer during off hours?
A: You have full control over when your AI Receptionist is on or off for calls and/or text messages. You can turn it on so it can take calls and respond to texts when you're unavailable, and turn it off when you're ready to start your day. At this time, this is done directly from a toggle on your AI Receptionist dashboard in Jobber. If you are using call forwarding to redirect calls made to another phone number to your AI Receptionist, check with your phone provider to learn how to forward calls to your AI Receptionist after business hours, or after a certain number of rings.Customer Q: Can we attach a pdf of design pages on the cover photo vs jpeg only?
Unfortunately not! We recommend using photos sized at 1103 x 362 px for the header image to ensure it displays correctly. If you have a PDF of design pages, you can take a screenshot or export the main image as a photo. This way, you can easily add it as a header image to ensure your quote looks polished and professional!Customer Q: Can photos & attachments be added to the quote email instead of client hub?
You can still attach photos and files to the email you send to your client. However, to include them in both the email and client hub, you’ll need to add them manually in both the Quote Attachments section and Email Attachments when sending the quote.Customer Q: Do you have a plan to allow AI Receptionist to be able to make quotes?
A: At this time, AI Receptionist can perform the following actions: Book a visit Create a request Take a message Answer questions However, we are making ongoing enhancements to AI Receptionist. We will announce additional capabilities as they become available!
