Work

Learn about each step of your workflow—requests, quotes, jobs, invoices, timesheets, and expenses.

65 guidesacross 8 sections

Work Overview

Activity FeedKeep a pulse on the everyday activities happening in your business and stay on top of who is doing what, when, and where.4 min read AutomationsAutomations in Jobber take care of repetitive admin tasks for you, so you can focus on running your business. From following up on quotes an…12 min read HomeKeep things running smoothly with home. A single place to monitor and act on the most time-sensitive aspects of your business.7 min read List Pages and Key Metrics BasicsFrom the side navigation in Jobber, you can access your work items, including:10 min read Receptionist–powered by Jobber AIMissed calls have steep consequences. With your Receptionist, you can take time away from your phone without the risk of losing a lead to a…28 min read Revenue GoalsUse Revenue Goals to set an annual revenue target and monitor your progress throughout the year from your Insights dashboard. This helps you…3 min read Sales PipelineThe Sales Pipeline in Jobber helps you stay organized and in control of your sales process by showing all your opportunities in one clear vi…17 min read DashboardMuch like the dashboard on your car, Jobber's dashboard gives you an overview of everything going on under the hood.5 min read Navigating JobberYou've done it! You've created a Jobber account, but now that you're here how do you navigate around?11 min read

Requests

Request BasicsLet your clients or new leads request work through your website or client hub—and receive a notification as soon as it happens.19 min read Requests and Bookings SettingsUse request and booking forms to collect information from customers and allow them to request work or schedule appointments online.19 min read Requests List Page and Key MetricsThe requests list is where you can view, track, and manage all incoming client requests in Jobber. From this page, you’ll see a complete lis…4 min read Add your Request and Booking Forms to your Website and Social MediaAttract new customers when you let them book new work through your website and Facebook page and receive a notification as soon as it happen…11 min read Schedule an AssessmentAttract new customers when you let them book new work through your website and Facebook page—and receive a notification as soon as it happen…13 min read Converting a Request to a Quote or JobOnce you've reviewed a request and decided to move ahead with the work, the next step is to convert the request into a quote or job. This st…3 min read Jobber WordPress Plugin for Online Booking and RequestsYour website is one of your most powerful tools for attracting new customers, and now it can help you book them faster than ever. With the J…4 min read

Quotes

Import QuotesImport quotes into Jobber using a CSV (comma-separated values) file to quickly create multiple quotes at once. Importing quotes is useful if…6 min read Quote BasicsQuotes serve as professional estimates you provide to clients, outlining the services and costs associated with a potential job. Within Jobb…14 min read Quote List Page and Key MetricsThe quotes list is where you can view, track, and manage all of your quotes in Jobber. From this page, you’ll see a complete list of quotes…5 min read Quote TemplatesQuote templates make it easy to create professional, consistent quotes tailored to the needs of your business. With this feature, you can se…4 min read Quoting on the Grow PlanExpanding quoting functionality available on the Grow plan.10 min read Deposits on QuotesDeposits help home service businesses lock in work and reduce payment risk before a job starts. In Jobber, deposits are added to quotes and…13 min read Markups on QuotesAdd markup to your products and services when building a quote and see your estimated margin so that you set the perfect price.5 min read Adding Text to QuotesAdding text to quotes is a way to add extra information or verbiage into the body of your quote without using a line item that is associated…3 min read Converting a Quote to a JobConverting a quote to a job pulls over all the quoted line items onto the job so that you can get started with the work.2 min read Quote ApprovalsGive your clients a self-serve experience where they can view their quotes online and approve them with a signature via client hub. You'll b…9 min read Optional Line Items on QuotesOptional line items on quotes give your clients the ability to add on items to their quotes.5 min read Line Item Images on QuotesWe've all heard the saying "a picture is worth a thousand words", and that applies to your quotes too! With line item images on quotes, you…4 min read Salesperson PerformanceAs a business owner, it's important to track the performance of your sales team so that you can understand the revenue that each of your sal…5 min read Advanced Quote CustomizationClose more deals by showcasing your expertise with a photo gallery. Add detail with clarity and customizable project summaries and attachmen…4 min read

Jobs

Google Analytics Tracking for Requests and BookingsConnect your request form and online booking to Google Analytics 4 to gain insights about your customers, including conversion rate.3 min read Import JobsIf you've been in business for a while, you may already have work lined up that is not in Jobber yet. To make sure you can seamlessly start…13 min read Import Your Jobs from Google CalendarThe Google Calendar job import is a tool to transfer your upcoming job schedule from Google Calendar directly into Jobber, making it easy to…5 min read Job CostingJob costing lets you track profit margin, profit, and total price on both one-off and recurring jobs — so you can see exactly how each job c…13 min read Jobber and Google Business ProfilesJobber connects your Google Business Profile (GBP) to your account automatically. When clients search for services on Google, they can book…8 min read Jobs List Page and Key MetricsThe jobs list is where you can view, track, and manage all of your scheduled and in-progress work in Jobber. From this page, you’ll see a co…6 min read Online BookingOnline booking allows clients to schedule work with your business based on your team’s availability.23 min read Job BasicsCreate a job, choose a client, and assign it to your team with only a few clicks. Scheduling in Jobber gives you the flexibility you need to…17 min read ChecklistsBuild custom forms and checklists so your team delivers consistent service, and share them with your customers to show off what was done.17 min read Arrival WindowsArrival windows are a way to communicate to your clients that you'll be arriving within a window of time, rather than an exact start time. I…7 min read Create a Recurring JobThere are two kinds of jobs in Jobber, one-off jobs and recurring jobs. Recurring jobs are used for:14 min read Create a One-Off JobThere are two kinds of jobs in Jobber, one-off jobs and recurring jobs. One-off jobs let you schedule, manage, and bill for work that does n…14 min read Snow Removal Workflow (or how to schedule new visits for multiple jobs)Setting up your snow removal jobs can be tricky, how can you create a schedule when you don't know when it's going to snow? We've come up wi…5 min read What if a Job Gets Canceled?Sometimes circumstances change and jobs get canceled. It happens! Here's how you can end a job in Jobber if the job was canceled, ended earl…4 min read

Invoices, Payments, and Deposits

Import InvoicesYou can import invoices into Jobber using a CSV (comma-separated values) file. Importing invoices lets you create multiple invoices at once…5 min read Invoice BasicsInvoices are how you request payment for the work you’ve completed. In Jobber, invoices let you clearly outline the products and services yo…29 min read Invoices List Page and Key MetricsThe invoices list is where you can view, track, and manage all of your invoices in Jobber. From this page, you’ll see a complete list of inv…4 min read Payments List Page and Key MetricsThe payments list is where you can view and manage all payments collected through Jobber Payments. From this page, you’ll see a complete lis…9 min read Progress InvoicingProgress invoicing in Jobber allows you to break a job into multiple invoices, helping you get paid incrementally as work is completed. By s…10 min read Set Invoice Payment TermsPayment terms determine when an invoice is due. With client payment terms, you can set different default net terms for your residential and…4 min read Invoice RemindersInvoice reminders help you stay on top of what needs to be invoiced and when.4 min read How to Collect Payment on an InvoiceSo you've been paid for your work. Congrats! Now we have to enter that payment in Jobber to balance your client's billing history.15 min read Batch Create InvoicesBatch creating invoices is the first step in a two-part batch invoicing workflow that helps you quickly bill for multiple jobs at once.3 min read Batch Deliver InvoicesBatch delivering invoices lets you send multiple invoices to your clients at once, saving time when you’re ready to send out billing. This i…4 min read Client Billing HistoryThe Billing section on a client's profile is a complete record of all financial activity between you and that client. It includes every invo…13 min read DiscountsDiscounts in Jobber let you reduce the price on quotes and invoices in whatever way makes sense for your business — whether that’s offering…4 min read Bad DebtThere might be times where you've sent a client an invoice and you've come to realize that you won't be receiving a payment for either the f…4 min read

Notes

Files and Media LibraryFind every photo, document, and file associated with a client in one place, without needing to remember where it was saved.5 min read Notes and AttachmentsNotes help you keep track of important details about your clients and the work you’re doing in Jobber. You can add notes to clients, request…15 min read

Timesheets

TimesheetsYour team can clock in and out of jobs and track expenses from anywhere, so you can prep payroll faster.14 min read Track Time Categories and BreaksKeep your timesheets accurate by tracking unpaid breaks separately from work time. Your team tracks breaks from the Jobber app, and your off…12 min read Approving TimesheetsYour team can clock in and out of jobs and track expenses from anywhere, so you can prep payroll faster.3 min read Confirm PayrollYour team can clock in and out of jobs and track expenses from anywhere, so you can prep payroll faster.3 min read

Expenses

Automated Job CostingAutomated job costing helps you track what you spend on each job without manual data entry. Upload supplier invoices directly from the Expen…5 min read ExpensesTrack your business costs by recording expenses in Jobber. You can attach receipts, mark expenses as reimbursable, and link them to jobs — a…5 min read