Cancellations / Missed Opportunities Line Is Back

Hey guys,

Sorry for another change.

We’re going to try bringing back the Missed Opportunities into Jobber. Please make sure you use it!

If we miss out on work opportunities due to availability, simply create a task at the time of the call on line: 1.2 Cancellations / Missed Opportunities…

Next, type in the data!

Phone number
Time of call
City or neighbourhood
Type of call (drains / plumbing / gas / etc) (don’t overthink it)
Any relevant info in the notes

Let’s also include missed opportunities from work requests and requests from the website that don’t book with us.

This does not include people who reject due to $40 call out fee.

But make sure you’re using this.

Thank you!