How to Make a Jobber Quote for a New Lead

Introduction

This tutorial will guide you through the process of creating a Jobber quote for a new lead. Understanding how to generate a professional quote is essential for effectively communicating with potential clients and securing business. We will break down the process into clear, actionable steps.

Step 1: Gather Necessary Information

Before you begin creating a quote, collect all relevant details about the job and the lead.

• Client Details: Name, contact information, and address.
• Job Specifications: Type of service requested, project scope, and any specific requirements from the client.
• Timeline: When the client expects the work to be completed.
• Budget: Any budget constraints that the client may have shared.

Step 2: Access Jobber Software

Open Jobber and log into your account to start creating the quote.

• Navigate to Quotes Section: Look for the ‘Quotes’ tab in the main menu.
• Create New Quote: Click on the option to create a new quote, which will typically be a button labeled "New Quote" or similar.

Step 3: Input Client Information

Enter the client details you gathered in Step 1 into the quote form.

• Fill in Contact Info: Ensure all fields are accurately completed.
• Double-check for Errors: Review the information for typos or incorrect details.

Step 4: Define Job Details

Provide specific details about the service you will be quoting.

• Service Description: Clearly outline the services you are providing.
• Quantity and Rate: Specify the quantity of services and the rate per unit.
• Additional Costs: Include any extra fees such as taxes, labor, or materials.

Step 5: Customize the Quote

Make your quote stand out by adding custom elements.

• Add a Company Logo: Include your branding for a professional touch.
• Personalized Message: Write a brief note to the client expressing appreciation for their interest and summarizing the quote.

Step 6: Review and Finalize the Quote

Before sending the quote to the client, review all details thoroughly.

• Check Calculations: Ensure that all totals add up correctly.
• Confirm Client’s Needs: Make sure the quote aligns with the client’s expectations and requirements.

Step 7: Send the Quote

Once everything is correct, you can send the quote to the client.

• Choose Delivery Method: Send the quote via email or through Jobber’s built-in messaging feature.
• Follow Up: Set a reminder to follow up with the client if you haven’t heard back within a specified timeframe.

Conclusion

Creating a Jobber quote for a new lead involves gathering information, using the Jobber platform effectively, and ensuring the quote is professional and clear. By following these steps, you can enhance your chances of closing the deal with potential clients. Don't forget to follow up after sending the quote to maintain communication and demonstrate your commitment to excellent service.