Jobber Workflow - How to upgrade a Request to Job or Quote?

With our Jobber integration, we send leads and partial scheduling completions to Jobber as a Request. Typically, requests require some kind of follow-up with the customer to get a better understanding of what they need. These requests can then be turned into quotes or jobs once you have an address for the customer.

Steps

1. On the request, navigate to the bottom of the page and click "Update and..." and select either Job or Quote

2. Add the address to append a property to the customer

Additional Resources

• Quotes in Jobber
• Requests in Jobber
• Jobs in Jobber