Forum Discussion

Bradley_NLS's avatar
Bradley_NLS
Contributor 2
3 months ago

We need a DENY button...

We have been using Jobber for a little over a year and we have made changes to help streamline receiving requests and getting those turned around into quotes. 

I have one major complaint and that is that there isn't a deny option in the drop down menu of the request form. I know there is an archive button which takes the request away from the clients, client hub and removes the request from our active requests. We are a smaller company and pride ourself on customer communication. 

At this moment in order for the potential client to know we do not want to take on their work, I have to take their email from the request form, go to my email, take the steps to write and send an email stating that we are unable to accommodate their request at this time. Then go back to jobber type an internal note that I sent an email and why I denied the request then click archive. 

I will preface with I can't write code, but it would be a simple addition to the current coding that would allow a Deny Request button to show up under ...More Actions.

Once clicked you could select whether you would like to send the denial via text message or email. Then one of your prepopulated emails or texts would come up to send. That way a client isn't just looking for a quote and one never comes.

Once the request is denied, it could go into your archived request folder and it would show you denied it instead of just archiving it.

  • 100–% correct but we also needs a way to answer back to a customer when they request a change on a quote to make it easier on us 

  • julie's avatar
    julie
    Jobber Community Team

    Hey Bradley, thanks for your post!

    We’ve forwarded your feedback to Success as they collect all feedback to share with our Product Team as they consolidate customer ideas/feedback so we can have a pulse on what would help our customers the most overall.

    We encourage you to use this forum to ask other community members how they manage situations like these, and if you have additional feedback on Jobber you can reach out to the Success team directly at support@getjobber.com, by phone at 1-888-721-1115, or chat via the chat icon in your Jobber account.

  • walkerk's avatar
    walkerk
    Contributor 2

    I have to agree with you the online booking tool is a great start but needs lots more work.  I hate that jobber is creating more features but is not spending much time improving existing functionality.  

  • While there is no dent option on a request, you can click the client name on the request, and once you get to the client profile, you can send an email from that profile page. 

    The email is sent from jobber to the client and the client communication log is updated on the client page. 

    I know it’s not exactly the solution you need, but it can save you a few steps!