Chasing the quotes that went quiet
Connect Jobber read-only, total the quotes nobody replied to, and approve follow-ups one by one.
Before you start
- A Jobber account with quotes in it
Run the audit first — no signup needed
Connect Jobber, let it read your quotes, and see one number: what the quotes nobody answered were worth. Then disconnect if that is all you wanted. It takes about a minute and costs nothing.
Worth knowing: Leadmend never writes to Jobber. It reads quotes and nothing else — it cannot change, create or delete anything in your account.
Connect it properly
Integrations → Jobber. You will be sent to Jobber to approve read-only access and returned here once you have.
Switch Quote Rescue on
Connecting and switching on are two separate actions. Go to Quote Rescue and turn it on — connecting alone does not start anything.
Worth knowing: This catches people out. If you connected but see nothing happening, this is almost always why.
Approve the first follow-up
Drafts appear with Send it and Skip this one beside them. Read the draft, then choose. Nothing reaches a customer without you pressing Send it.
Disconnect whenever you like
Integrations → Jobber → Disconnect. The audit runs without a subscription and you can leave at any time.
You are done when
A number for what your quiet quotes are worth, and drafts waiting for your approval.
Something here not matching what you see? hello@leadmend.com reaches the person who builds this.