Jobber request intake: a workflow planning guide

Availability note: Responsebird’s Zapier connection for this platform is currently marked coming soon on the Integrations page. This article is a workflow planning guide, not a live setup or supported integration. Check the current Integrations page on responsebird.com before choosing a connector.

Keep a request distinct from booked work

A new request is not necessarily a confirmed quote, visit, or job. Trace how your team moves a request through review, estimating, and scheduling, then decide where an inquiry should wait for staff approval. Check the fields and workflow in your own Jobber account.

• What marks a request as ready for follow-up?
• When does your team create a client or job?
• Which steps require an estimate or office review?

Capture details that help the crew

Ask only the questions your office needs to route the request. For a property service, that might mean the address, property type, work requested, and access constraints; the right details vary by trade. Let the customer describe the problem in their own words before narrowing it down.

• Service requested and location
• Access notes or timing preference
• Photos or measurements only when your process supports them

Avoid unverified schedule promises

Define who checks capacity and confirms a visit window. A response can acknowledge a request and explain the next step without implying that a crew or appointment is available. Route urgent or unsafe situations to a person using your established procedure.

• Owner for new requests
• How staff confirm crew and travel capacity
• Urgent, out-of-area, or incomplete requests

Review office and field visibility

Test how the request appears to the office and to the people who prepare or complete the work. Check that a returning client is recognized, the address is correct, and notes remain attached to the intended record. Ask a dispatcher or technician to review the handoff before rollout.

• New request and returning-client examples
• Correct record, owner, and work details
• Clear staff escalation for exceptions