When a client submits a booking request, you have the option of converting it to a quote or a job.
However, if you need to gather more information before you can create a quote or a job for a client, you can schedule an on-site assessment.
Your client gets a reminder before the assessment date, and the team member responsible for the assessment has all the information they need in the Jobber app.
NOTES AND ATTACHMENTS
Attach photos and files to work requests such as before photos or notes on what equipment your team will need.
You can link notes and attachments across related clients, work requests, quotes, jobs, and invoices. More on note linking.
STILL HAVE QUESTIONS?
What is online booking software?
Jobber’s online booking functionality has been designed specifically for field and home service businesses. If you or your team has appointments and work outside in the field, Jobber works for you.
What features are included in my Jobber subscription?
Online booking is available on Jobber’s Core and Grow plans. Learn more about our pricing plans.