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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.
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.