We believe that we can better serve our clientele by providing the option to request service, approve quotes, review invoices, and manage appointments all without having to talk to anybody. By using Lawncierge’s Jobber Client Portal you can accomplish all of these tasks from the comfort of your computer, tablet, or phone.
The following is a helpful guide to walk through the process of reviewing and accepting a Jobber Client Quote, or requesting modifications to the quote so we can get to serving you as soon as possible.
This functionality is made possible through use of Lawncierge’s technology stack and Jobber Software.
Look for a Quote in Your Email
If you have received an email like the one below, click the link in the email to bring you directly to the right place to review and accept the quote in your Client Portal.
Log Into Lawncierge’s Jobber Client Portal
First you’ll need to log in to Lawncierge’s Jobber Client Portal. The link can be found on our website
For a full walkthrough of how to log in to your client portal, please refer to this helpful guide on how to access your Jobber Client Portal.
Navigate to your Jobber Client Quote
By selecting “Quotes” on the right, you’ll be presented with a view of all of your outstanding quotes. If you have more than one outstanding quote, or previously accepted quotes, you’ll see all of them here.
Click on the tile to view the quote you want to accept.
Review Your Jobber Client Quote
Here you can review the details of your quote. Individual line items are broken out by unit cost and quantity. If you’re happy with the quote, you can press the Approve button to approve the quote and move forward with the requested work.
If you’d like to request changes or get any clarification on the quote, you can press the Request Changes button to contact us about this specific quote.
Approve the Quote
To approve the quote, you’ll need to digitally sign it. If you prefer, select the button for “Draw” and draw in your signature in the space provided. Otherwise, type out your full name and this will provide a digital signature.
Once completed, you should receive a confirmation email from us letting you know we got your approval.
While you’re already logged in to the Lawncierge Jobber Client Portal, you may also…
- Make a request for a new service, a recurring service, or a change to a current service.
- Manage and schedule appointments
- Review and pay invoices