For operators
A quote has been sitting. How do I follow up? Follow up in Jobber, where the quote lives. Mentat shows you which ones are still open by reading their status back, and the technician's notes give you the words for the call. Read › A tech flagged something. What do I charge for it? If the line matches an item in your Jobber products and services list, take that price. If not, it is your call at approve, or approve it unpriced and price it in Jobber. Read › How do I add my technicians and what will they see? Pick each technician from your Jobber user list on the account page. The technician gets an email with a sign-in link good for about a day, and once they are in, their assigned jobs show up in Mentat. Read › How do I connect Jobber to Mentat? From your Mentat account page, sign in to Jobber as an account admin and approve. You land back in Mentat connected. Read › How do I work the review queue? Each recommendation gets one of five decisions, Approve to quote, Snooze, Nurture, Maintenance, or Deny. Approve writes a draft quote into your Jobber; the other four keep it out. Read › My technician's invite expired. Now what? Resend it from the roster on your account page. Your technician gets a fresh link by email, good for about another day. Read › My techs are on Mentat but nothing is coming in. What do I do? Check that they are active and have jobs assigned in Jobber today, then ask one technician for one memo on one visit and tell them what happens to it. Read › What happens after I approve a recommendation? A draft quote appears in your Jobber for that customer, with the technician's field notes in the notes feed. It is a draft. Jobber does not send it until you do. Read ›
For technicians
What happens to my memo after I send it? It gets typed up, turned into a recommendation with your name on it, and put in front of the office to decide. If it becomes a quote, you get an email saying so. Read › What should I be recording? Anything you saw on the visit that the customer did not call about and that you would mention to the office if they asked. Say what it is, where it is, and what shape it is in. Read ›