Settings

Manage your team as well as company settings, work settings, route settings, and other settings.

18 guidesacross 3 sections

Business Management

Company SettingsCompany Settings is the landing page when you navigate from the Gear Icon then select Settings.5 min read Custom Automation BuilderCustom automation builder is a tool for automating your workflows in Jobber. Build your own automations using triggers, conditions, and acti…6 min read Tax SettingsIn Jobber you can set up different tax names and rates. For situations where multiple tax rates are needed for a quote or invoice, you can c…5 min read Business ProfileShow off your company's logo and customize your PDFs to reflect your brand.6 min read Client Document SettingsYou and your clients can download PDF versions of quotes, jobs, and invoices—either directly within Jobber or through the client hub.8 min read Custom FieldsWhile Jobber has a handful of fields you can enter information into (name, address, etc), you might have some fields of your own that you'd…12 min read Business HoursLet your clients know your hours of operation by making them visible in client hub and on your Jobber website.3 min read Products & Services ListThe products and services list in your settings is where you can add default products and services so that the details like the name, descri…10 min read Chemical TrackingChemical Tracking allows you to track chemical and pesticide usage. This is useful in jurisdictions that require chemical/pesticide use reco…3 min read

Team Organization

Manage Team—How to Add, Manage, and Deactivate Team MembersThe Manage Team page is where you can view and manage the users in your Jobber account. It is where a new user can be added, or existing use…8 min read User PermissionsControl what information your team can access in Jobber, and keep them in the loop with a notification anytime their schedule changes.14 min read Work SettingsFrom the settings menu, Work Settings is the area that contains the settings for quotes, jobs, invoices, and statements. You can navigate he…5 min read Route Optimization Through the Settings MenuEfficiently route the day's work, assign incoming jobs to the closest team member on the map, and know their whereabouts as they're on the m…5 min read How to RouteEfficiently route the day's work, assign incoming jobs to the closest team member on the map, and know their whereabouts as they're on the m…5 min read

Client Hub

Client Hub SettingsClient hub is a self-serve, online experience that allows your clients to approve quotes, check appointment details, pay invoices, print rec…8 min read What Do Your Clients See in Client Hub?Client hub is a self-serve, online experience that allows your clients to approve quotes, check appointment details, pay invoices, print rec…12 min read Referrals in Client HubClient hub is your customer’s online portal where they can request work, approve quotes, review scheduled jobs, make payments, and refer the…3 min read A Guide for Your Clients: How to Navigate Client HubIf you are working with a service provider who uses Jobber for their software, you might become familiar with client hub. This is where you…8 min read