Jobber works with Apple CarPlay so you can stay on top of your schedule without picking up your phone. While you drive, you can see your day's visits, get directions, and reach out to clients — all from your car's display.
When using Jobber with Apple CarPlay, you can:
Navigate to your next appointment through Apple Maps
Text your client an On my Way message
Call your client
To use Jobber with Apple CarPlay, you need:
\nTo update the Jobber app, open the App Store on your iPhone, then select Updates.
\nJobber is available to use with Apple CarPlay on all plans. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nJobber displays your assigned visits for the day on your CarPlay screen. Visits appear in three categories:
Tap any visit to see the job title, location, and client details.
When you tap a visit in CarPlay, Jobber gives you the option to open navigation. Tap the navigation option to launch Apple Maps with the visit address loaded.
Apple Maps is the default navigation app. Additional navigation preferences are not available at this time.
From the visit details screen in CarPlay, tap Send On My Way! to notify your client that you are on your way. Jobber sends the message on your behalf.
From the visit details screen, tap the call option to phone your client directly through CarPlay.
"},{"id":41272823874967,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/41272823874967.json","html_url":"https://help.getjobber.com/hc/en-us/articles/41272823874967-Automated-Job-Costing","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":1,"vote_count":1,"section_id":360005010074,"created_at":"2026-06-16T18:50:55Z","updated_at":"2026-07-22T16:23:35Z","name":"Automated Job Costing","title":"Automated Job Costing","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-17T18:28:08Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Automated job costing helps you track what you spend on each job without manual data entry. Upload supplier invoices directly from the Expenses page and Jobber extracts the details — you review everything before any expense is created.
When you upload a supplier invoice, Jobber reads the document and creates a draft expense. It pulls the amount, date, and supplier details, then matches the invoice to the right job using the purchase order (PO) number. You approve or discard each document before anything is added to a job.
Automated job costing is available on the Plus Plan. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nNote: To upload supplier invoices, you need to be an account owner or admin. Team members with field worker access cannot upload invoices.
Supplier invoice uploads work on the web version of Jobber. This is not available in the mobile app.
Follow these steps to upload a supplier invoice and create a draft expense:
Jobber begins processing your uploads. The drawer closes and a confirmation appears. Switch to the Uploads tab to monitor progress.
Jobber extracts information from your uploads automatically, including supplier name, invoice number, amounts, and the purchase order (PO) number it uses to match the invoice to a job. If an upload is not a PDF, Jobber attaches it as a receipt — you will need to enter the expense details manually.
After Jobber processes your documents, the results appear in the Uploads tab. Uploads with multiple invoices display each invoice document individually.
To review and approve a draft expense:
Approved expenses move to the Expenses tab and appear alongside your other expenses. Discarded documents are removed from the Uploads tab.
If documents are still processing, you will see placeholder rows while Jobber scans them. Processing typically takes a few minutes. A banner at the top of the tab lets you know how many documents are still in progress.
The Uploads tab on the Expenses page shows all supplier invoice uploads that need your review.
The tab shows a red badge when documents require your review. Select an upload to expand it and see the individual invoice documents extracted from that upload.
When all documents are reviewed and approved or discarded, the Uploads tab shows a confirmation that you are caught up.
The Uploads tab shows the current status of each invoice Jobber scanned from your uploaded documents.
The statuses include:
If an upload fails to process, the Uploads tab shows an error message. You can see the error details in that upload's row.
The Expenses tab includes filters and sorting options to help you find specific expenses quickly.
You can filter the list using any of the following:
To apply a filter, select the filter pill at the top of the Expenses tab, choose your criteria, and select Apply. To remove a filter, select the pill again and select Clear.
You can also use the Search bar to find expenses by keyword, such as a supplier name or invoice number.
Select a column header to sort the expense list by that column. The following columns support sorting:
Select the same column header again to reverse the sort order.
If you want to add an expense without uploading a document, you can still create expenses manually. Select New expense, then choose Create expense manually from the upload drawer.
"},{"id":41154120458519,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/41154120458519.json","html_url":"https://help.getjobber.com/hc/en-us/articles/41154120458519-Social-Posting-Marketing-Tools","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":2,"vote_count":2,"section_id":19884998453399,"created_at":"2026-06-11T19:14:39Z","updated_at":"2026-07-07T05:08:53Z","name":"Social Posting | Marketing Tools","title":"Social Posting | Marketing Tools","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-16T18:02:06Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Social Posting lets you create and publish posts to your Facebook page and Google Business Profile directly from Jobber, without switching between platforms or starting from scratch.
Social media visibility is hard to keep up when you're running jobs all day. Social Posting brings your Facebook page and Google Business Profile into Jobber so you can create and publish content without leaving the platform.
When you create a post, Jobber AI can help generate content from your ideas. Give it a prompt — a service you want to promote, a job you want to highlight, or a message you want to share — and it drafts post content based on your input. You review and edit the draft before anything goes live, so what goes out always represents your business the way you want it to.
Social Posting works alongside your other marketing activities in Jobber — including Job Showcase, your Marketing Plan, Reviews, and Campaigns — to help you stay visible and consistent across channels.
With Social Posting, you can:
Social Posting is included with Marketing Suite. Add Marketing Tools to your Jobber Plan Subscription.
\nTo check what plan you're on, navigate to the Gear Icon, then select Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help.
\nThe connection to your Google Business Profile through Marketing Tools is separate from the automatic connection to Google Business that surfaces your booking and request forms to customers.
\nThe Marketing Suite connection enables you to publish content (posts, job photos, service highlights) to your social accounts. The two Google Business Profile connections work independently.
\nTo get started, start creating a social post. If you select either Facebook or Google and don't have them connected yet, you will be prompted to go through the connection process.
To create a new post to be shared with your social channels:
To schedule a post for a future date:
Your scheduled posts appear in the Scheduled section of the Social tab. You can edit or cancel a scheduled post before it publishes.
To edit a social post:
To delete a social post:
Note: Once deleted, social post can not be recovered.
In order to post to social media, you first need to connect your social accounts to Jobber:
To get started, start creating a social post. If you select either Facebook or Google and don't have them connected yet, you will be prompted to go through the connection process.
To connect your Facebook page to Jobber:
To connect your Google Business page to Jobber:
When you publish a Job Showcase, Jobber builds the post from your showcase photos and description automatically. You can review and edit the post text before it goes out.
To create a job showcase:
Jobber uses the showcase photos and description to build the Facebook post automatically. You can edit the post text before confirming.
For instructions on creating a showcase, check out our Job Showcase article.
The All social posts table displays all posts created in your account. The following columns appear in the table:
Select a post from the list to view the content and details.
Use the filters at the top of the table to narrow down your post history. The following filters are available:
Use the Search bar to find a specific post by name.
Each post in your social post list has a status that tells you where it is in its lifecycle:
Jobber reviews your recent jobs and activity to identify content worth posting to your social accounts. These appear as Recommended posts in your social posting tab within Marketing.
A Recommended post includes a suggested topic, timing, and a draft you can edit before publishing. You don't need to start from scratch.
To act on a Recommended post:
If a Recommended post passes its suggested timing without being published, its status changes to Missed. You can still publish a Missed post at any time.
To include a social post as a scheduled activity in your Marketing Plan:
Learn more about Marketing Plan.
"},{"id":41154118417943,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/41154118417943.json","html_url":"https://help.getjobber.com/hc/en-us/articles/41154118417943-Job-Showcase-Marketing-Tools","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":19884998453399,"created_at":"2026-06-11T19:14:17Z","updated_at":"2026-06-30T23:10:01Z","name":"Job Showcase | Marketing Tools","title":"Job Showcase | Marketing Tools","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-30T23:10:00Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Job Showcase turns completed jobs into ready-to-publish marketing content. Collect photos and details from a job, then share that work across your Jobber Website, email campaigns, Facebook, and Google Business Profile — all from one place.
Job Showcase is included with Marketing Suite. Add Marketing Tools to your Jobber Plan Subscription.
\nTo check what plan you're on, navigate to the Gear Icon, then select Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help.
\nTo create a job showcase:
The All job showcases table displays all showcases created in your account. The following columns appear in the table:
Use the filters at the top of the table to narrow down your showcase history. The following filters are available:
Each post in your job showcase list has a status that tells you where it is in its lifecycle:
Jobber reviews your recent jobs and activity to identify content worth showcasing on your social accounts. These appear as Recommended posts in your social posting tab within Marketing. Jobs that have high quality photos and descriptions will be suggested for job showcases by Jobber AI.
To act on a Recommended post:
If a Recommended post passes its suggested timing without being published, its status changes to Missed. You can still publish a Missed post at any time.
You can include a Job Showcase as a scheduled activity in your Marketing Plan.
To add a showcase to your plan:
Learn more about Marketing Plan.
"},{"id":41149564269719,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/41149564269719.json","html_url":"https://help.getjobber.com/hc/en-us/articles/41149564269719-Marketing-Plan-Marketing-Tools","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":2,"section_id":19884998453399,"created_at":"2026-06-11T16:56:44Z","updated_at":"2026-07-11T15:34:45Z","name":"Marketing Plan | Marketing Tools","title":"Marketing Plan | Marketing Tools","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-16T18:23:18Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"The Marketing Plan organizes your marketing activities on a single calendar built from your Jobber data. Use it to coordinate promotions, job showcases, and customer outreach across email, social media, Google, and your website — so you always know what to do next and when.
Marketing Plan is included with Marketing Suite. Add Marketing Tools to your Jobber Plan Subscription.
\nTo check what plan you're on, navigate to the Gear Icon, then select Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help.
\nTo access your Marketing Plan:
Your Marketing Plan displays recommended activities for the current quarter. Each activity includes a suggested channel, timing, and goal based on your Jobber data — your services, job history, customer base, and booking patterns.
Activities appear on the calendar as cards. Each card shows:
New items can be added to your marketing calendar by typing an idea into the \"Add to your marketing calendar\" bar at the top of the page. Jobber will use your input to create content, for example, if there is an upcoming holiday or season, you may suggest creating content around that topic and Jobber will generate an email campaign.
Items can also be added to your marketing plan manually, if you already have planned content in the works, click an empty week to manually add the content, or click Create New.
You can then type to suggest content that will be generated, or select to add a new email campaign or website page.
A quick way to get started with Marketing Plan is to select the Fill my Calendar button. Jobber draws from the data already in your Jobber account to create content. This includes your service area, services offered, past job history, customer base, and seasonal booking patterns. As your business changes, your plan updates to reflect those changes. create marketing content that is relevant to your clients and fills gaps in your schedule.
The plan surfaces recommendations based on what has driven results for similar businesses. You can accept, decline, or modify any recommendation.
Next to the bar where you can suggest content for marketing content are some suggestions to help you get the most out of marketing plan. Click View All Actions to expand them. The actions may include topics like optimizing your Google Business profile to help clients find your business as well as marketing content suggestions.
Before any activity goes out, you review and approve it. Nothing publishes without your confirmation.
To review an activity:
Select Decline to remove it from your plan. Jobber uses your feedback to adjust future recommendations.
You can add, reschedule, or remove activities at any time.
To add a new activity:
To reschedule an activity:
Drag the activity card to a new date on the calendar.
To remove an activity:
Select the activity card, then select Remove from plan.
"},{"id":40508431059351,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/40508431059351.json","html_url":"https://help.getjobber.com/hc/en-us/articles/40508431059351-Track-Time-Categories-and-Breaks","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":1,"vote_count":7,"section_id":360005010014,"created_at":"2026-05-15T20:18:47Z","updated_at":"2026-07-25T00:21:58Z","name":"Track Time Categories and Breaks","title":"Track Time Categories and Breaks","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-30T22:27:43Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Keep your timesheets accurate by tracking unpaid breaks separately from work time. Your team tracks breaks from the Jobber app, and your office team reviews and edit break entries in Timesheets on Jobber.com.
All plans with time tracking have access to the Visit and General timers.
\nOn the Plus plan, there are also timers for Driving, Office, Supplies, and Break, plus the ability to create up to 6 custom time tracking labels. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nThe home screen timer widget in the Jobber app shows how much time has been tracked on the active timer. At the start of the day, tap Clock in to begin tracking time. When all visits for the day are complete, a Clock out button appears. Learn more about Timers and Timesheets in the Jobber App.
Tapping the widget opens the Timesheets area of the app.
The Timesheets area of the Jobber app has two tabs:
To open the Timesheets area, tap Timesheets from the bottom menu in the Jobber app.
On plans that don't include break tracking, the Track time tab shows two activity buttons: Visit and General. Tap General to clock in and start tracking non-visit time, or tap Visit to choose a scheduled visit to track time against.
On Plus and Unlimited plans, the Track time tab shows additional activity buttons. Each button starts a timer for that activity. Starting a new timer stops the currently running one.
\nThe following timer types are available:
\nOn the Plus plan, these timers can be renamed or custom timers can be added.
\nAll timer types except Break count toward your team member's total time tracked for the day. Break time is tracked separately as unpaid time and does not appear in payable hours totals.
\nControl which timer types your team sees in the Jobber app. Visit and General are always available and cannot be turned off. Break, Driving, Office, and Supplies can be turned on or off.
\nThe following timers can be managed:
\nWhen a timer type is turned off, that type of timer button does not appear on the Track time page in the Jobber app. Existing break entries are not deleted and remain visible in Timesheets and reports.
\nNote: Renaming applies to new entries only. Existing time entries keep their original label.
\nIn addition to the built-in timer types, you can create up to 6 custom time tracking labels for your team to use in the Jobber app. Custom labels let you categorize time in a way that matches how your business works — for example, \"Training,\" \"Admin,\" or \"Warehouse.\"
\nTo create a custom time tracking label:
\nYour team can now select the custom label from the Track time tab in the Jobber app.
\nNote: Custom time tracking labels do not sync to QuickBooks Online or Gusto. Only paid hours sync to payroll integrations. Custom labels appear in Timesheets and the timesheets report in Jobber for your review.
\nThe break timer behaves differently than other timers: it tracks unpaid breaks and does not count towards your total time tracked for the day.
\nSelecting the break option opens a bottom sheet in the app where you can enter the length of your break. If you set a break duration, there will be a push notification when your break has two minutes left.
\nWhile on the break, you'll also see the timer color change. While your break is in progress the timer will be in blue. If you go over your break's allotted time, it will turn red.
\nThe Timelog tab shows all the time entries your team has logged for the day. Each entry shows the timer type, start time, end time, and duration.
To review entries in the Timelog:
Tap any entry to view its details.
When your team tracks breaks in the Jobber app, those entries appear in Timesheets on Jobber.com alongside visit and general time entries. Each break entry includes the start time, end time, and duration.
To review break time:
The day view includes a breakdown of time by type, so you can see paid and unpaid time at a glance.
You can edit existing time entries to correct start times, end times, or other details.
Note: Time entries can be edited on Jobber.com but can only be created from the Jobber app.
To edit a time entry
To manage your timer settings:
Note: You need the Manage timesheets permission to change settings
The settings that can be updated are:
Choose how time durations appear in timesheets. This setting applies to duration totals only.
The following formats are available:
To change the format:
Select the day of the week your payroll period starts. Timesheets use this day to group entries by period when you review them.
To change the payroll period start day:
Time entries appear in the timesheets report with their timer type label. You can review all categories — including breaks — separately from paid time. Use the timesheets report when preparing for payroll.
Each timer type appears as its own line in the report so you can review categories separately from paid time.
If you use the Gusto or QuickBooks Online payroll integration, unpaid break hours are not synced to your payroll provider. Break time stays in Jobber for your review and does not appear as a separate category in Gusto or QuickBooks Online.
Paid and regular hours continue to sync as expected. The full picture of break time, including timestamps and duration, is available in Timesheets and timesheets reports in Jobber.
If you use a different payroll provider or export timesheets manually, break entries appear in the timesheets report and any exported data with their timer type label.
On all plans with time tracking, the Track time tab shows Visit and General. On Plus and Unlimited plans, you also have Driving, Office, Supplies, and Break. All types except Break count toward your team's total time tracked for the day.
On the Plus plan, you can also create up to 6 additional custom labels. Create a custom time tracking label.
You can edit existing break entries, but break entries can only be created from the Jobber app. Learn more about tracking breaks in the Jobber app.
No. Break time is tracked as unpaid time and does not count toward the payable hours total. It appears in Timesheets and reports so you can review it, but it is separated from paid time.
No. Unpaid break hours stay in Jobber and are not pushed to Gusto or QuickBooks Online. Paid and regular hours continue to sync as expected.
No. Jobber tracks time and structures it for review. Overtime calculation and payroll processing happen outside of Jobber, either manually or through a connected payroll provider.
No. Jobber does not automate jurisdiction-specific meal break, rest break, or compliance rules. You are responsible for your own pay policies and applicable labor laws.
You can rename the display labels for Office and Supplies in Timesheets settings on Jobber.com. Other system labels (Visit, General, Driving, and Break) cannot be renamed.
No. Custom time tracking labels do not sync to QuickBooks Online or Gusto. Only paid hours sync to connected payroll providers. Custom label entries appear in Timesheets and the timesheets report in Jobber so you can review them when preparing for payroll.
"},{"id":40227304034455,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/40227304034455.json","html_url":"https://help.getjobber.com/hc/en-us/articles/40227304034455-Jobber-and-Azuga-Fleet-Integration","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":1,"vote_count":1,"section_id":115002622988,"created_at":"2026-05-04T22:14:23Z","updated_at":"2026-07-25T17:49:49Z","name":"Jobber and Azuga Fleet Integration","title":"Jobber and Azuga Fleet Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-10T21:23:12Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Track your vehicles in real time and coordinate your crew from your Jobber dashboard with the Azuga Fleet integration.
Azuga Fleet is a fleet management platform that gives you real-time visibility into your vehicles, drivers, and operations. When you connect Azuga to Jobber, you can see live vehicle locations, assign vehicles to team members, and manage fleet activity without switching between systems.
The Azuga Fleet integration is available on Jobber's Connect, Grow, and Plus Plans in the United States and Canada. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nAzuga Fleet uses GPS tracking hardware and software to monitor your vehicles. With an Azuga subscription, you get access to features like live vehicle locations, trip history, driver behavior scoring, vehicle health diagnostics, and maintenance scheduling.
When you connect Azuga to Jobber, your fleet data syncs into Jobber so you can work from one platform instead of two. The integration helps you:
This integration is a strong fit for HVAC, plumbing, electrical, landscaping, lawn care, cleaning, pest control, construction, and any service business that operates a vehicle fleet.
To use this integration, you need an active Azuga Fleet subscription and a Jobber account.
No account yet? Click here to sign up
To connect Azuga to Jobber:
Once connected, your Azuga fleet data syncs into Jobber automatically.
After you connect Azuga, vehicle locations appear in Jobber's day view of the schedule. Use this to see where your team is at any given time and make informed decisions about job assignments and scheduling.
If a team member is already near a job site, you can reassign work to them directly from the dispatch view. This reduces drive time and helps you give your clients more accurate arrival windows.
Azuga tracks driver behavior data such as harsh braking, speeding, and other events. Use these insights to coach your team on safer driving habits, reduce risk, and protect your vehicles.
Azuga also monitors vehicle diagnostics and can alert you to maintenance needs before they become costly problems. Combined with trip history and mileage tracking, this gives you a more complete picture of your fleet's performance and operating costs.
The Azuga Fleet integration is built and maintained by Azuga. For questions about connecting Azuga to Jobber, troubleshooting fleet data, or managing your Azuga account, reach out to Azuga directly:
Azuga's support team is available 24 hours a day, 7 days a week.
Jobber's Support Team is also here to help with questions about your Jobber account.
"},{"id":39800675084439,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39800675084439.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39800675084439-Files-and-Media-Library","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":8,"section_id":360000020088,"created_at":"2026-04-16T17:16:15Z","updated_at":"2026-07-15T21:40:38Z","name":"Files and Media Library","title":"Files and Media Library","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-15T21:40:38Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Find every photo, document, and file associated with a client in one place, without needing to remember where it was saved.
The Files and media tab on a client's profile consolidates images and files from across that client's notes and checklists into a single gallery. Instead of navigating through individual job notes or visits to track down a file, you can browse everything in one view.
The files and media library is available on the Plus Plan or with Marketing Suite. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nFiles and media is accessible:
To view a client's files and media from Jobber.com:
The gallery displays all files associated with that client, organized by date. The total number of files appears beside the \"All files\" heading.
To switch between a grid view and a list view, use the view toggle icons on the right side of the gallery.
There is a dedicated user permission setting for Files and media.
\nWhen this permission setting is enabled, team members will be able to access the files and media tab on a client's profile. By default, admin users will have access to files and media.
\nTo add new content to the files and media section on a client's profile, add attachments to notes for this client or upload images on checklists. These files will automatically populate in the client's files and media section.
Use filters to narrow down the gallery and find the right file quickly. The following filters are available:
To apply a filter, select the filter name at the top of the gallery, then choose the value you want to filter by.
Note: Files added at the client level — such as attachments on client notes — are not linked to a property. These files will not appear when you filter by Property.
Select any file in the gallery to open it in a larger view. The detail view shows metadata about the file, including:
On Jobber.com, you can preview PDFs inline in the detail view without downloading.
From the Files and Media tab, select a file to open it. To narrow down the list of files, filter by source or file type.
From the open file, use the page navigation arrows to scroll through the other file content in the carousel.
To open the PDF in a new tab instead, click the external link icon in the left corner of the file.
Note: Inline PDF preview is available on Jobber.com only.
To download a single file from your files and media library:
To download multiple files at once:
\nNote: You must have files selected before the download button is visible.
\nTo select every file in the gallery at once, select Select All. To clear your selection and start over, select Deselect All.
\nThere is no storage limit for files and media at this time.
Yes! Files can be downloaded individually, or in batches.
Learn how to Download files.
The Files and Media tab on a client's profile is a view-only gallery — you cannot add files to other items directly from this tab. However, you can reuse existing photos and files from your Jobber account when adding images or attachments to an invoice, or when creating marketing content as a job showcase.
Each file includes the client, source, date and time it was added, the address, and who added it. Device-level metadata like camera settings is not stored.
"},{"id":39770858354583,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39770858354583.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39770858354583-Jobber-and-Google-Business-Profiles","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":6,"vote_count":8,"section_id":115002332027,"created_at":"2026-04-15T16:41:05Z","updated_at":"2026-07-06T21:36:22Z","name":"Jobber and Google Business Profiles","title":"Jobber and Google Business Profiles","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-06T21:36:22Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Jobber connects your Google Business Profile (GBP) to your account automatically. When clients search for services on Google, they can book with you directly from your business listing.
Connecting your Google Business Profile is an option on all plans. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nYour Google Business Profile helps potential clients find your business when they search for home services on Google Search and Google Maps. Jobber links your default booking or request form to your GBP so that a Book Online button appears on your listing. This means clients can reach your booking or request form without you needing to set anything up.
Jobber matches your Google Business Profile to your account using the address in your company settings. When Jobber finds a match, it automatically sends your default request form link to Google.
Your GBP listing then displays a Book Online button that links to your request form. Potential clients who find your business on Google can submit a request directly from your listing.
If you would prefer Google to show your booking form instead of your request form, you can change which form appears in your form settings.
Google matches your business listing to your Jobber account based on your address. To avoid connection issues, make sure the address in your Jobber company settings matches the address on your Google Business Profile.
To check your address in Jobber:
If you use a service area rather than a physical address for your Google Business Profile, reach out to Jobber's support team for help matching your account.
Only one request or booking form can connect to your Google Business Profile at a time. The connected form is the one Google surfaces through the \"Book Online\" button on your business listing. By default, this is your default booking form.
If you want to connect a different form to your Google Business Profile, you need to remove the connection from the current form first.
To disconnect your Google Business Profile from a form:
After you disable the connection, the Enable button becomes available on your other forms. Select the form you want to connect, follow the same steps to reach the Google Business Profile section, and click Enable.
It can take up to 72 hours for Google to update the booking link on your business listing after you change or remove the connected form.
If you previously disconnected and want to turn the connection back on, you can reconnect from your form settings.
To reconnect your GBP to Jobber:
Google will match your listing to the address in your Jobber company settings. Make sure your addresses match before reconnecting. It can take up to 72 hours for the Book Online button to appear on your Google Business Profile after reconnecting.
Jobber automatically connects your default booking or request form to your Google Business Profile on all plans — this puts the Book Online button on your listing without any setup. The Marketing Suite connection is separate and lets you publish content (posts, job photos, service highlights) to your social channels.
The two connections to Google Business Profile work independently of each other.
Marketing Suite includes Social Posting and Job Showcase which let you create and publish content directly to your Google Business Profile listing. This is a separate capability from the automatic booking form connection — it requires you to connect your Google account to Jobber through Marketing.
With this connection, you can:
Once connected, you can create and publish posts to your Google Business Profile from Social Posting and Job Showcase.
To sign up for a profile or connect your existing Google Business Profile, click the button below
Connect Google Business Profile
Your Google business profile can also be set up when adding a new social post.
To connect your Google Business Profile when adding a social post:
Jobber automatically connects your default booking or request form to your Google Business Profile when it can match your business listing. This causes a Book Online button to appear on your listing. The connection is authorized under Jobber's Terms of Service (section 12.2) and is designed to make it easier for potential clients to reach you from Google.
This helps potential clients find and book your services directly from Google. If you do not want this button on your listing, you can disconnect your GBP from Jobber in your form settings.
Jobber sends your default booking form if you have one set up. If you do not have a booking form, Jobber sends your default request form instead.
Jobber initially connects your default request form to your Google Business Profile. After that first connection, you control which form Google shows by turning the Google Business Profile setting on or off for individual forms.
Each form in Jobber has its own Google Business Profile setting. The form that has this setting turned on is the one Google displays on your listing. Only one form can be connected to your GBP at a time.
If you want Google to show your booking form instead of your request form, move the GBP setting from one form to the other.
To switch your Google Business Profile listing from the default request form to a booking form:
Google will update your listing to show the booking form instead of your request form. You can move this setting between any of your forms at any time.
If you have multiple request forms and want a different one on your GBP listing, follow the same process: turn off the GBP setting on the currently connected form, then turn it on for the form you want Google to show.
Changes to your GBP connection can take up to 72 hours to appear on your Google Business Profile listing. This applies to both connecting and disconnecting.
"},{"id":39633841574423,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39633841574423.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39633841574423-Add-on-Features-to-your-Jobber-Plan-Subscription","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":360005048253,"created_at":"2026-04-09T17:23:11Z","updated_at":"2026-06-26T15:29:51Z","name":"Add-on Features to your Jobber Plan Subscription","title":"Add-on Features to your Jobber Plan Subscription","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-26T15:29:51Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Jobber add-ons let you expand your plan with tools tailored to your business needs. You can add marketing tools, a receptionist, or a sales pipeline — individually or together — and manage everything from your billing settings.
Jobber offers the following add-ons for your subscription:
\nJobber's marketing features are available as individual add-ons or as Marketing Suite, which bundles everything together. To add features to your plan or check what you're currently on, navigate to the Gear Icon, then select Account and Billing.
\nMarketing Suite includes Campaigns, Reviews, and Referrals, plus:
\n\nIncluded on all Jobber plans at no extra cost:
\n\nNote: Add-ons are not available while in trial.
\nTo subscribe to one or more add-ons:
Note: Only admin users can subscribe to add-ons.
Your add-on activates immediately after you subscribe. Charges are prorated based on where you are in your current billing period.
You can cancel an add-on at any time from your billing settings.
Your access to the add-on continues until the end of your current billing period. Charges are non-refundable.
Your subscription and add-ons are managed from the Account and Billing page in Jobber. To navigate to this page, click the Gear Icon then select Account and Billing. Only admin users can access this page.
From this page you can an overview of your billing for your Jobber account including:
Learn more about changing your plan
"},{"id":39613728097303,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39613728097303.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39613728097303-Campaigns-Jobber-Central","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":29840918572439,"created_at":"2026-04-08T21:26:13Z","updated_at":"2026-04-09T17:30:22Z","name":"Campaigns | Jobber Central","title":"Campaigns | Jobber Central","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-04-08T22:33:03Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"The campaigns module in Jobber Central gives you a centralized view of marketing email campaign performance across all business units in your organization. Instead of reviewing campaign data one account at a time, you can monitor email volume, engagement rates, and attributed revenue across your entire network from a single place.
By tracking campaign activity across all units, the campaigns module helps group operators evaluate marketing effectiveness, compare engagement between locations, and understand how email campaigns contribute to revenue at scale.
Jobber Central is a centralized experience for managing multiple Jobber accounts. It’s built for Group Service Providers, such as franchises and multi-location businesses, and helps head office teams oversee settings, activity, and performance across their group. This article is part of a collection that covers Jobber Central features.
To view an overview of campaign performance across business units, select the Campaigns tab on the Jobber Central side navigation.
At the top of the Campaigns page are three summary metrics aggregated across all business units for the selected time period:
The Campaigns performance chart displays a funnel view of email activity, showing how emails progress through each stage. The stages shown are:
Below the performance funnel is a table that breaks down campaign activity by business unit. Each row in the table represents one unit. The columns in the campaigns table are:
A Totals row at the bottom of the table aggregates all columns across every unit.
Each column in the campaigns table can be sorted in ascending or descending order. Select the column header to sort by that column. This is useful for quickly identifying which units have the highest or lowest performance on any given metric.
Campaign data in Jobber Central can be filtered by:
To export campaigns data from Jobber Central, select the Email CSV button in the top right corner of the Campaigns page. A CSV version of the campaigns table will be sent to the email address associated with your Jobber Central login.
Exporting to CSV is a good option if you need to work with the data outside of Jobber Central, print the report, or share it with someone who does not have access to your Jobber Central account.
"},{"id":39603369511319,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39603369511319.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39603369511319-Book-a-Demo-Promo-Terms-Conditions","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":2,"vote_count":2,"section_id":360005008474,"created_at":"2026-04-08T15:54:39Z","updated_at":"2026-06-03T21:20:40Z","name":"Book-a-Demo Promo Terms & Conditions","title":"Book-a-Demo Promo Terms & Conditions","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-04-20T20:27:25Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"
This promotional incentive offer (the “Promotion”) is available from April 21, 2026 at 12:00 a.m. PT through June 30, 2026 at 11:59 p.m. PT (the “Promotion Period”).
The Promotion is limited to the first 100 Eligible Participants who (i) book and attend a completed live demo with a Jobber Account Executive during the Promotion Period and (ii) meet the eligibility criteria below. Eligible Participants may receive one (1) digital gift card valued at $300 USD (or CAD equivalent for eligible Canadian participants).
Booking a demo does not guarantee receipt of a gift card. Eligibility is confirmed only after the demo is completed and Jobber verifies all eligibility requirements have been met.
No purchase of Jobber subscription services is required to qualify for this Promotion.
Eligibility Requirements
To qualify, a service provider must:
Additional eligibility rules:
Fulfillment
Eligible participants will receive their digital gift card via email within approximately sixty (60) days following confirmation that all eligibility requirements have been met and qualification has been verified.
Gift cards will be issued in the service provider’s local currency (USD or CAD, as applicable).
General Terms
Offer valid only during the Promotion Period and only while supplies last (first 100 Eligible Participants).
This Promotion may not be combined with any other promotional incentive or offer unless expressly stated.
By participating in this Promotion, service providers acknowledge and agree that they are responsible for any applicable federal, state, provincial, or local taxes associated with receipt of the incentive.
Jobber reserves the right to refuse, withhold, modify, suspend, or terminate this Promotion at any time , provided that participants who have completed all eligibility requirements prior to such modification, suspension, or termination will remain eligible to receive the incentive. Jobber may deny incentives in cases of suspected fraud, abuse, misrepresentation, or participation not in good faith.
"},{"id":39138385387287,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39138385387287.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39138385387287-Import-Invoices","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":2,"vote_count":2,"section_id":115002590588,"created_at":"2026-03-18T20:31:28Z","updated_at":"2026-05-22T16:07:16Z","name":"Import Invoices","title":"Import Invoices","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-22T16:07:16Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"You can import invoices into Jobber using a CSV (comma-separated values) file. Importing invoices lets you create multiple invoices at once instead of entering them manually.
This is helpful if you’re:
Moving invoice data from another system
Uploading past invoices for record keeping
Creating invoices in bulk from an external tool
Each row in your CSV file represents a single invoice, including its line items. During the import, invoices can be matched to existing clients and properties, or new ones can be created based on the information in your file.
Before importing your invoices, you’ll need to prepare your data in a CSV file. This involves downloading the sample file, entering your invoice details into the correct columns, and formatting the file so it can be imported successfully. Taking a few minutes to set up your spreadsheet properly will help prevent errors and ensure your invoices import smoothly.
Start with the invoice sample file to make sure your import is formatted correctly.
\nDownload invoice import sample file
\nEach row in your spreadsheet represents one invoice.
\nNote: Your spreadsheet can contain a maximum of 500 rows. If you have a large number of quotes to import, you may need to break it down into multiple spreadsheets to be imported separately.
\nOpen the sample file in a spreadsheet program (like Excel or Google Sheets), then:
\nReplace the example rows with your invoice data
Enter only accepted values for fields with specific requirements
Save the file as a .csv
Tips:
\nTo import your invoice CSV file:
Go to Invoices from the side navigation.
Select More Actions.
Click Invoice Imports.
Review the terms and conditions, then select Begin Import.
Upload your CSV file.
Review the import preview.
Confirm the import.
Once your import starts, it runs in the background so you can navigate away and return to check on its progress. If you need to stop it, select Cancel Import and then Confirm. The import will be deleted and any data already imported will be reverted.
When importing, Jobber will either match to existing clients and properties or create new ones.
Invoices must be connected to a client.
For an invoice to map to an existing client, it must use the same Jobber client ID. When an invoice is imported for a client with a matching client ID:
The invoice is linked to the existing client
Other client fields are ignored
Client data for this client will not be changed
Note: The invoice import cannot modify client's existing data, so if a client exists, the invoice will be imported under them and their information will remain unchanged.
If you are not using the client ID field to map clients, it's possible to import invoices for existing clients using these fields:
Email address
First + Last Name or Company Name
If multiple fields are provided, the higher-priority field will be used and others ignored.
Matching isn't case-sensitive (for example, “michael” = “Michael”)
Spelling and values must otherwise match exactly
Abbreviations or variations (like “Mike” vs “Michael”) will not match
If no match is found a new client will be created using the information in your CSV.
Invoices can also be linked to a property.
For an invoice to map to an existing client, it must have the same Property ID field.
You can also match using the full property address, but it must match exactly (no abbreviations).
When no existing properties are matched during the import, a new property will be created.
These are the fields that can be imported into Jobber through the invoice import. Add each relevant field as a column header in your CSV spreadsheet to import data into these fields.
Note: Column headers must match exactly.
Jobber Client ID
Client Title
Client First Name
Client Last Name
Client Company Name
Client Email
Client Main Phone
Client Home Phone
Client Work Phone
Client Mobile Phone
Client Fax Phone
Client Other Phone
Client SMS Enabled Phone Number
Jobber Property ID
Property Street 1
Property Street 2
Property City
Property State/Province
Property Zip/Postal Code
Property Country
Billing Street 1
Billing Street 2
Billing City
Billing State/Province
Billing Zip/Postal Code
Billing Country
Client Receives Auto Visit Reminders? (True/False)
Client Receives Auto Job Follow-ups? (True/False)
Client Receives Auto Quote Follow-ups? (True/False)
Client Receives Auto Invoice Follow-ups? (True/False)
Client Receives Auto Review Requests? (True/False)
Quote Discount Type (Unit/Percentage)
Quote Discount Amount (Unit/Percentage)
Quote Existing Tax Rate Name
Quote New Tax Rate Name
Quote New Tax Rate (Percentage)
Tax Method (Inclusive/Exclusive)
"},{"id":39138301239575,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39138301239575.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39138301239575-Import-Quotes","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":115002325528,"created_at":"2026-03-18T20:29:00Z","updated_at":"2026-05-22T16:08:11Z","name":"Import Quotes","title":"Import Quotes","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-22T16:08:11Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"
Import quotes into Jobber using a CSV (comma-separated values) file to quickly create multiple quotes at once. Importing quotes is useful if you are:
Migrating from another platform
Uploading historical quotes
Creating quotes in bulk from another system
Note: Quote imports create new quotes only. Existing quotes cannot be edited through a CSV import.
Each row in your CSV file represents a single quote, including its line items. During the import, quotes can be mapped to existing clients and properties, or new ones can be created based on the information in your file.
Before importing your quotes, you’ll need to prepare your data in a CSV file. This involves downloading the sample file, entering your quote details into the correct columns, and formatting the file so it can be imported successfully. Taking a few minutes to set up your spreadsheet properly will help prevent errors and ensure your quotes import smoothly.
Start with the sample file to make sure your import is formatted correctly.
\nDownload quote import sample file
\nYou can create and export CSV files using spreadsheet programs like Google Sheets or Excel. Using this template helps reduce import errors.
\nOpen the sample file in a spreadsheet program (like Excel or Google Sheets), then:
\nReplace the example rows with your invoice data
Enter only accepted values for fields with specific requirements
Save the file as a .csv
Note: Your spreadsheet can contain a maximum of 500 rows. If you have a large number of quotes to import, you may need to break it down into multiple spreadsheets to be imported separately.
\nBefore uploading your file:
\nTo import your quote CSV file:
Go to Quotes from the left navigation
Select More Actions
Click Quote Imports
Review the terms and conditions, then select Begin Import
Upload your CSV file
Review the import preview
Confirm the import
Once your import starts, it runs in the background so you can navigate away and return to check on its progress. If you need to stop it, select Cancel Import and then Confirm. The import will be deleted and any data already imported will be reverted.
When you import quotes, Jobber uses the information in your CSV file to either match existing records or create new ones.
Every quote must be linked to a client. Jobber will either match the quote to an existing client or create a new one.
Jobber uses the following fields in this priority order to find a match:
Jobber Client ID (recommended)
Email address
First + Last Name or Company Name
If multiple fields are provided, the higher-priority field will be used and others ignored.
Matching isn't case-sensitive (for example, “michael” = “Michael”)
Spelling and values must otherwise match exactly
Abbreviations or variations (like “Mike” vs “Michael”) will not match
When a quote for an existing client is imported:
The quote will be linked to the existing client
Other client fields are ignored
Client fields can be left blank
Client data for this client will not change
If no existing client match is found, a new client will be created using the data in your CSV.
The client must include at least a first name or company name to be imported. Additional fields such as email address, phone number, or property address will be added to the new client's profile. Existing clients will not be updated in this case.
Each quote must also be linked to a property. You can either match the quote to an existing property or create a new one using the data in your CSV.
To create a new property:
Include a property address (at minimum: Street 1)
The address must not already match an existing property
A Jobber Property ID must not be provided
If a Jobber Property ID is included, the quote will be linked to that existing property. If it is left blank, Jobber will create a new property using the address details in your CSV.
These are the fields that can be imported into Jobber via CSV. Set up each of these fields as a column header to import data into these fields:
Jobber Client ID
Client Title
Client First Name
Client Last Name
Client Company Name
Client Email
Client Main Phone
Client Home Phone
Client Work Phone
Client Mobile Phone
Client Fax Phone
Client Other Phone
Client SMS Enabled Phone Number
Jobber Property ID
Property Street 1
Property Street 2
Property City
Property State/Province
Property Zip/Postal Code
Property Country
Billing Street 1
Billing Street 2
Billing City
Billing State/Province
Billing Zip/Postal Code
Billing Country
Client Receives Auto Visit Reminders? (TRUE/FALSE)
Client Receives Auto Job Follow-ups? (TRUE/FALSE)
Client Receives Auto Quote Follow-ups? (TRUE/FALSE)
Client Receives Auto Invoice Follow-ups? (TRUE/FALSE)
Client Receives Auto Review Requests? (TRUE/FALSE)
Quote Number
Quote Title
Quote Status (Draft/Awaiting Response)
Quote Message
Quote Internal Note
Quote Introduction Title
Quote Introduction Body
Quote Contract Disclaimer
Quote Discount Type (Unit/Percentage)
Quote Discount Amount (Unit/Percentage)
Quote Deposit Type (Unit/Percentage)
Quote Deposit Amount (Unit/Percentage)
Quote Existing Tax Rate Name
Quote New Tax Rate Name
Quote New Tax Rate (Percentage)
Tax Method (Inclusive/Exclusive)
For each line item:
Line Item X Category (Service/Product)
Line Item X Name
Line Item X Description
Line Item X Quantity
Line Item X Unit Price
Line Item X Cost Price
Line Item X Taxable (TRUE/FALSE)
Note: Up to 10 line items can be imported per quote.
"},{"id":39133324991255,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39133324991255.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39133324991255-Payments-List-Page-and-Key-Metrics","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":-1,"vote_count":3,"section_id":115002590588,"created_at":"2026-03-18T17:53:30Z","updated_at":"2026-07-08T19:19:30Z","name":"Payments List Page and Key Metrics","title":"Payments List Page and Key Metrics","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-08T19:19:30Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"The payments list is where you can view and manage all payments collected through Jobber Payments. From this page, you’ll see a complete list of payments along with tools to filter, sort, and review details—so you can keep accurate records of the money you’ve received.
To open the payments list:
Sign into Jobber.com.
From the side navigation, click Payments
Note: The payments list page is only available for Jobber Payments users. If you do not have Jobber Payments enabled, you will not see the payments tab from the side navigation.
The payments list page has two tabs: Overview and Payouts.
The Overview tab contains information about the payments you've collected (including offline methods like cash and check), whereas the Payouts tab has information about the online payments that will be deposited into your bank account through Jobber Payments.
In the upper right corner of the Payments page, you can access:
Click Payments on the side navigation in Jobber.com to open the Payments list page. This page opens to the Overview tab of the payments list by default.
The key metrics at the top of the payments overview tab are:
Below the key metrics is a list of all the payments you've collected. This includes online payment methods like card and bank payments (ACH) processed through Jobber Payments as well as offline payment methods like cash, check, and other.
The Payments Overview page includes multiple filtering and search options to help you locate and review specific payments. Filters can be applied individually or in combination to narrow the list of results.
To filter payments:
Select the Status dropdown to filter payments by their current status.
The following payment status options are available:
Use the method filter
Use the Method dropdown to filter payments by the payment method used.
The following payment methods can be selected:
Use the date filter
Click the date selector to filter payments by date range.
The following date range options are available:
Each column in this report can be used to sort the report. Click the arrows to arrange the report in ascending or descending order. The columns include:
You can search for payment using the search bar in the top left.
Reviewing payment details can help you confirm the payment method, verify when a payment was collected, and see which invoice it was applied to. This view also provides a timeline so you can track the payment’s progress from collection to deposit.
To view a specific payment, click a row from the payment list to open the details of that payment. This includes the payment's:
Transaction date: The date the payment was collected.
Method: The payment method used (e.g., Card, e-Transfer, Cash).
Billing address: The address associated with the payment.
Paid through: How the payment was collected. Methods include:
\nTransaction number: A unique identifier for the payment.
Additional details: Notes about how the payment was applied.
There is a timeline on the right side of the page that shows this payment's progress from when you collect it, to when it's deposited in your bank account. The stages are:
Collected: The date and time when the payment was successfully received.
On the way: Indicates when the funds are processing for payout.
Deposited: Confirms when the funds have been deposited into your bank account.
The timeline updates as the payment progresses, providing clear visibility into each step.
The Payouts tab displays the funds that have been deposited to your bank account from payments processed through Jobber Payments. This tab provides visibility into the timing, amounts, and details of each payout, including processing fees and related transactions.
To access the Payouts tab, click Payments in the side navigation, then select Payouts.
At the top of the Payouts tab, you’ll see two summary sections:
Below the key metrics is a list of payouts. Each payout includes the following columns:
Use the Method and Date filters above the list to refine which payouts are displayed.
To see the transactions included in a payout, click the arrow to expand a payout row.
At the top of the payout, you'll see:
The total payout amount with a status indicator to show if it's paid or upcoming
The deposit date for this payout
The delivery method for this payout (standard or instant)
The payout ID
Below is a summary this payout, including:
Count of payments (or other transactions like refunds)
The gross total
Tips included in the payments
The total fees that were part of this transaction
Below is a breakdown of individual transactions that make up this payout payout, including:
Each transaction record includes a timestamp for reference.
The 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 invoices along with tools to filter, sort, and take action—so you can stay on top of what’s been billed and what’s still outstanding.
To open the invoices list:
Sign into Jobber.com.
From the side navigation, click Invoices
At the top of the invoices list, you’ll also find key metrics that give you a snapshot of your billing activity. These insights highlight trends like total invoiced and outstanding balances, helping you understand your cash flow and what payments are still due.
Invoices are a key step in getting paid—connecting completed work to payments—so the invoices list is a central place to track billing, follow up on unpaid invoices, and keep your revenue flowing.
At the top of the list are some key metrics to help you understand how your invoices are performing, including:
The invoice list can be filtered by:
When the invoice list is filtered, the \"All invoices\" heading changes to \"Filtered invoice\" to indicate that the list only reflects invoices that match the filters.
To filter by status, select the Status filter, then select a status.
Another way to filter by status is to select an invoice status from the overview.
To filter by invoice due date, select the Due date filter, then from the drop down select:
Then select Apply to add the date range filter to the invoices list.
The invoices list is where you'll find a list of all your invoices where you can filter by status as well as sorting by:
The invoice statuses are:
The 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 complete list of jobs along with tools to filter, sort, and take action—so you can stay organized and keep your work on schedule.
To open the jobs list:
Sign into Jobber.com.
From the side navigation, click Jobs
At the top of the jobs list, you’ll also find key metrics that give you a snapshot of your work activity. These insights highlight trends like upcoming jobs and job progress, helping you understand what’s scheduled, what’s in progress, and what’s been completed.
Jobs are where work gets done—connecting to clients, quotes, invoices, and scheduling—so the jobs list is a central place to manage your workload, track progress, and keep your team on schedule.
At the top of the list are some key metrics to help you understand how your jobs are performing, including:
In order to see the job key metrics, team members need the following user permissions:
\nIf your account uses job costing, the jobs list shows profit data for each job alongside the other key metrics. What displays depends on whether the job is complete or still in progress:
Job profit on the jobs list is available on the Grow and Plus Plans. View our current pricing plans. Team members must have job costing permissions enabled to see profit data.
The jobs list gives you a list of your jobs, an overview, as well as buttons for actions you can take from this page. This page can be used to monitor the statuses of your jobs to make sure that nothing is slipping through the cracks.
You can filter the jobs list by:
When the jobs list is filtered, the \"All jobs\" heading changes to \"Filtered jobs\" to indicate that the list only reflects jobs that match the filters.
The itemized list can also be sorted by clicking the ascending or descending arrows in these column headers:
The jobs list has columns for the property address as well as the next visit for the job and the schedule.
There are a few actions you can take from the jobs list by selecting More Actions, including:
Creating a new job is the recommended action. You can do this by clicking the New Job button in the top right of the page.
In addition to the overview, the status filter dropdown shows each of the job statuses as well as the number of jobs you have in each status.
The job statuses are:
The 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 along with tools to filter, sort, and take action—so you can stay organized and keep work moving forward.
To open the quotes list:
Sign into Jobber.com.
From the side navigation, click Quotes
At the top of the quotes list, you’ll also find key metrics that give you a snapshot of your quoting activity. These insights highlight trends like quote totals and conversion activity, helping you understand how your quotes are performing and how much work is moving toward approval.
Quotes are a key step between requests and jobs, so the quotes list is a central place to track opportunities, follow up with clients, and turn approved quotes into scheduled work.
At the top of the list are some key metrics relating to quotes to help you understand how your business is performing, including:
The quotes list can be filtered by:
When the quotes list is filtered, the \"All quotes\" heading changes to \"Filtered quotes\" to indicate that the list only reflects quotes that match the filters.
The itemized quotes list can also be sorted by clicking the ascending or descending arrows in these column headers:
There are 6 statuses a quote can be in:
There is an overview of your quotes by status at the top of the quotes list along with the quote metrics.
There are some actions on quotes that can be done directly from the quotes list, including:
To archive or delete quotes in bulk:
To take an action (including deleting, archiving, or converting) on a single quote from the quotes list:
The requests list is where you can view, track, and manage all incoming client requests in Jobber. From this page, you’ll see a complete list of requests along with tools to filter, sort, and take action—so you can stay on top of new work and respond to leads quickly.
To open the Requests list:
Sign into Jobber.com.
From the side navigation, click Requests.
At the top of the requests list, you’ll also find key metrics that give you a snapshot of your incoming demand. These insights highlight trends like new requests and conversion activity, helping you understand how many opportunities are coming in and how they’re progressing.
Requests are often the first step in your workflow—leading to quotes and jobs—so the requests list is a central place to manage new opportunities, follow up with clients, and keep your pipeline moving.
At the top of the list are some key metrics relating to requests to help you understand how your business is performing, including:
The requests list can be filtered by:
When the requests list is filtered, the \"All requests\" heading changes to \"Filtered requests\" to indicate that the list only reflects requests that match the filters.
The requests list includes columns for:
The itemized requests list can also be sorted by clicking the ascending or descending arrows in these column headers:
There are several statuses for requests:
The clients list is where you can view, search, and manage all of your clients in Jobber. From this page, you’ll see a complete list of your clients along with tools to filter, sort, and take action; so you can quickly find the information you need and keep your client records up to date.
To open the clients list:
Sign into Jobber.com.
From the side navigation, click Clients.
At the top of the clients list, you’ll also find key metrics that give you a snapshot of how your business is growing. These insights highlight trends like new leads and new clients, helping you understand how your client base is changing over time without needing to run a report.
Because clients are the foundation of your work in Jobber—connected to requests, quotes, jobs, and invoices—the clients list is a central place to monitor activity, track growth, and take action on your customer relationships.
At the top of the list are some metrics to help you understand how your business is performing, including:
Note: If a lead becomes a client within 30 days of the lead being created in Jobber, it will appear in both the \"new leads\" and \"new clients\" counts. A lead becomes an active client when they take one of the following actions:
To narrow down your client list, tags and statuses can be used as filters. Click Tags or Status to open a list of all tags and statuses and select one to filter the list. If you are filtering the list with tags, multiple tags can be selected. Learn more about Tags.
Clients can be sorted by name or last activity. Click on the Name or Last activity headings to sort your client list in ascending or descending order.
To remove filters from your client list, click the Status dropdown, then select All.
Clients can also be searched using the search bar. When filters are applied to the client list, the search bar text will say \"Search filtered clients\". When no filters are applied, it will read \"Search all clients\".
There are actions you can take on clients directly from the client list that save you the time of clicking into the client. These actions are:
Hover over the client in the list to view the actions.
Tags can be edited for multiple clients at once. To edit tags for multiple clients:
Note: A maximum of 10,500 tags can be bulk added at a time.
To select all clients, check the box above the list to check the box beside every client.
To deselect all your selections, click Deselect all located above the list.
Use Revenue Goals to set an annual revenue target and monitor your progress throughout the year from your Insights dashboard. This helps you understand how your business is performing and how close you are to hitting your target.
Revenue goals are available on the Plus Plan. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nCompany admins can set, edit, and remove revenue goals, while any user with access to Insights can view the goal and track progress toward it.
Revenue goals are set for a calendar year (January 1–December 31), with one goal allowed per year. Each goal must be greater than $0.
To set a revenue goal:
Notes: Revenue goals must be managed from Jobber.com, rather than the Jobber app.
Revenue is calculated as the total value of sent invoices, after discounts and before tax.
\nThis means:
\nAll sent invoices are included, whether they’ve been paid or not
Discounts are subtracted
Taxes are not included
To edit or remove an existing revenue goal:
Once your goal is set, you can track your progress in the Revenue section of Insights.
You’ll see:
Progress toward your goal as a percentage
Your annual target amount
A reference line on the chart to help you track pacing:
\nWeekly view: your goal divided by 52
Monthly view: your goal divided by 12
Previous year’s revenue when setting your goal, to help guide your target
No. Revenue are set on an annual basis, rather than weekly or monthly However, weekly and monthly targets are automatically calculated to help you track your progress.
No. You can set revenue goals for the current year and the next year, not past years.
No. Each year can only have one revenue goal.
You can see your progress towards your revenue goal as a percentage from the insights dashboard. This can be compared to your the monthly target line to see if you are on track, but Jobber doesn’t provide on-track or off-track indicators.
No. Revenue goals are available in the Insights dashboard.
"},{"id":39026037947543,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/39026037947543.json","html_url":"https://help.getjobber.com/hc/en-us/articles/39026037947543-Requests-and-Bookings-Settings","author_id":28229703108,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":1,"vote_count":9,"section_id":360005049833,"created_at":"2026-03-13T21:39:15Z","updated_at":"2026-07-04T10:24:12Z","name":"Requests and Bookings Settings","title":"Requests and Bookings Settings","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-23T21:56:58Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Use request and booking forms to collect information from customers and allow them to request work or schedule appointments online.
Forms gather the details you need about a customer’s request and can optionally include booking options. Depending on how the form is set up, customers can either submit a request for review or choose an available time to schedule work based on your team’s availability.
Forms start as request forms, which collect job details so you can review the work before scheduling. If you want customers to schedule work online, you can add booking questions to the form. Depending on the booking question you add, customers can either schedule an assessment or book a job directly based on your availability.
You can create different forms depending on the type of work you offer. For example, one form for general inquiries, another for assessment or walk-through bookings, and another for services that clients can book right away.
To manage all request and booking forms:
Sign into Jobber.com.
Requests and bookings are available on select plans. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nForms allow customers to contact your business, submit job details, and schedule work online. However, there are different types of forms for collecting different details and creating bookings.
Each form can be set up in one of three ways depending on how you want customers to contact you.
An assessment is scheduled on your calendar
New assessment booking forms require your approval before a booking is confirmed by default. You can turn this off in the form's settings.
A request is automatically converted
A one-off job is scheduled in your calendar.
If you previously used Jobber's Online Booking feature, we've released an update that requires you to review and update your online booking form. Now that requests and bookings are managed together, this is a small change so that your forms are ready for all types of intake.
One form for job bookings
One form for assessment bookings
Your existing booking link will continue to work.
\nWhen you update your booking form, Jobber automatically redirects your existing booking link to the updated form. Customers who use your current link (such as the one on your website, social media, or Google Business Profile) will still be able to submit a request or make a booking. You do not need to update the link anywhere it is already shared. If you create additional forms, each form will have its own unique link that you can share or embed where needed.
\nTo create a new form:
By default, forms start as request forms and include a few questions to help you get started. To customize your form, drag questions from the questions list in the right-hand panel into your form.
\nEvery form can be tailored to the type of work you’re offering. By dragging and dropping new sections and questions from the Manage Form panel, you can build forms that capture the exact details you need from clients, whether that’s measurements for a landscaping project, images of a repair, or a simple yes/no choice. Organizing your form this way helps set clear expectations and ensures you have the right information up front, no matter what kind of service the client is requesting.
Every form is built from sections and questions:
The request form will already include some sections by default, like the client's contact information, a section for service details, and and image upload field. These sections can be moved, removed, or have additional questions added.
The required fields to include on your request forms are:
Additional questions that can be added to your forms are:
Below the questions is a section for actions that can be added to your request form that includes:
Add products and services: This allows clients to select products or services as part of their request.
\nBy adding and organizing sections and questions, you can create forms that collect the right details for each type of request.
To add a new section to your form, follow these steps:
To add a new question to your form, follow these steps:
To make a question required on your form, follow these steps:
To reorder your form, follow these steps:
In the form editor, hover over the section or question you want to move.
Select the drag handle (⋮⋮).
Drag the content to its new place on the form.
Release the section when it’s in the right spot.
Your form will automatically update to reflect the new order.
Another option to reorder form sections is to select the More actions menu from a section, then select either Move section up or Move section down.
In the Settings tab of the Manage Form panel, you can set up how your form looks and behaves:
Your legal information, including your businesses' terms and conditions and your privacy policy are managed in your business profile in Jobber.
To add terms and conditions or a privacy policy:
Click the Gear Icon, then select Settings.
From the Settings menu, select Business profile
Scroll to the Legal information section.
Click Edit next to Terms and Conditions or Privacy Policy.
Paste the full URL to your policy.
Click Save.
Note: Both your terms and conditions and privacy policy must be hosted publicly online (for example, on your website). If you don’t already have a Privacy Policy, or you’re not sure what it should include, see our article on Privacy Policy Requirements for your Dedicated Phone Number Application.
Once added, your terms and conditions and privacy policy links automatically appear at the bottom of client-facing pages, including your:
Before sharing your form with clients, you can preview it to see exactly what they’ll experience. Preview mode shows you how the form looks on both desktop and mobile, so you can double-check the flow and make sure all your questions are clear.
Tip: Many clients submit requests from their phones. Use the mobile preview to make sure your form is easy to read and complete on a smaller screen.
To preview your form, follow these steps:
From the form editor, select Preview at the top of the page.
Use the device icons in the top right to switch between mobile view and desktop view.
When you’re done previewing, select Edit to return to editing mode, or choose Save to keep your changes.
From the requests and booking settings page, you can directly manage your forms and share request form settings:
Other settings shown on the requests settings page are managed elsewhere in Jobber but are surfaced here for convenience since they are used to customize your request form. These are broken down into sections for customization and availability.
In order for requests to start coming in, you need to make your forms accessible to your clients.
To share your form links, follow these steps:
Go to the requests settings page.
Hover over the form you want to share.
Select the More actions menu (...).
Click Share links to copy your request form URL
You can then paste this link anywhere you’d like clients to access your form, such as your website, social media, emails, or QR codes.
If you have multiple request forms set up, repeat the process for each form that you wish to share.
Tip: Keep your form visible so clients always have an easy, self-serve way to reach you.
Learn how to add request forms to your website and social media
Enabling this setting allows clients to access any form you’ve shared through their links, however only one request form can be set as the default. Only one request form can be set as the default and displayed in client hub at a time.
Note: When you refer a friend to Jobber through client hub, the link will always direct them to your default request form if you have multiple forms set up.
You’ll also have a unique URL for each of your request forms that you can share anywhere you connect with clients. Many businesses add this link to their website, include it in emails, post it on social media, or even create a QR code that links directly to their form. How you share it is up to you—the link will always take clients straight to your request form.
"},{"id":38642097101591,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/38642097101591.json","html_url":"https://help.getjobber.com/hc/en-us/articles/38642097101591-Receptionist-in-the-Jobber-App","author_id":30091394943511,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":-7,"vote_count":11,"section_id":7447387325463,"created_at":"2026-02-25T19:12:47Z","updated_at":"2026-07-17T22:19:20Z","name":"Receptionist in the Jobber App","title":"Receptionist in the Jobber App","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-02-25T22:21:31Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":["01H9VC15RR65YAXFKJXYKYEA0A","01J8K3NW3443YV6TCW6C252WSW"],"label_names":["Jobber app","2-way","AIR"],"body":"Stay up to date with your business’s Receptionist conversations anytime, anywhere with the Jobber mobile app.
Receptionist powered by Jobber AI is a powerful tool that ensures your business never misses a call that could lead to a job opportunity. With Receptionist in the mobile app, you can easily review conversations in the field that took place while you were busy working or off the clock, without having to switch to your browser.
There are two ways to access your Receptionist conversation logs in the Jobber app:
Note: The Receptionist section only appears in accounts that have an active Receptionist add-on subscription.
On the conversation log screen, you’ll be able to see:
When you select a specific conversation log, you are taken to a screen that includes the following conversation details and features:
While the more advanced configuration features remain in the browser version of your Jobber account, you have some configuration options in the app. From the Jobber app, you can toggle Receptionist on or off for phone calls, text messages, and webchats from Receptionist on your Jobber website.
In the two-way SMS screen, you can view related conversation logs where Receptionist was involved by tapping the three dots followed by View conversation log. This will take you to the most recent conversation log for the client.
To use two-way text messaging in Jobber with a dedicated phone number (DPN), you’ll need to have clear and accessible terms of service published on your website. This isn’t just a best practice—it’s a requirement set by The Campaign Registry (TCR), the body that oversees business text messaging in the United States.
TCR works with mobile carriers to make sure companies using A2P (application-to-person) messaging are transparent about how they handle customer data. If you don’t provide a link to your terms of service during your DPN application, your request will be rejected. That means you won’t be able to send or receive client texts through Jobber until it’s in place.
This article is for informational purposes only and isn’t legal advice. Your terms of service should reflect your business practices and comply with applicable laws. We recommend consulting a legal professional to assist in preparing your terms of service.
\nTerms of service (sometimes called terms & conditions or terms of use) explain the rules and guidelines for using your services, including how customers communicate with your business. When it comes to texting, this can include things like what types of messages you’ll send, how often customers might hear from you, and how they can opt out of messages if they choose.
When you apply for a dedicated phone number in Jobber, your application is reviewed through The Campaign Registry (TCR). TCR is an organization that carriers use to make sure businesses follow the rules for text messaging. One of the TCR's key requirements is that every business has a publicly available terms of service linked on their website that meets industry standards for SMS messaging.
Without a valid terms of service link, or if your terms don’t clearly explain how texting is used, your dedicated phone number application may be rejected.
Every business is different, so your terms of service should reflect how your business operates and ensure it complies with laws that apply to your business. Carriers will typically look for the below items in your terms of service when reviewing your DPN application, however this should not be considered an exhaustive list. As noted above, every business is different so their terms of service will differ as well.
Once your terms of service have been created, the next step is making it publicly accessible. This is important because carriers (through The Campaign Registry) require a link to your terms when reviewing your DPN application.
Here are some common ways to share it:
The important part is that your terms are publicly accessible so that anyone with the link can view them without logging in. Remember that you should always ensure your chosen method is compliant with applicable laws in your jurisdiction and meet your business' needs.
If your dedicated phone number application is rejected (for any reason), you will be notified through a banner in your account that states:
IMMEDIATE ACTION REQUIRED. Your Dedicated Phone Number for SMS/Text has been halted because your registration is FAILED. You have submitted incomplete or inaccurate information in your registration and must RESUBMIT with correct information. Jobber forwards your application upon submission, and applications can take up to 3 weeks to process. Submit immediately to minimize disruptions. NOTE: This registration is required by all US Cell Carriers and Jobber cannot modify this requirement.
To avoid delays, re-submit your dedicated phone number application and make sure your terms of service are published on your website and easy to find. We may also follow up to request a direct link to your terms if they aren't included in your application.
"},{"id":36628696269975,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/36628696269975.json","html_url":"https://help.getjobber.com/hc/en-us/articles/36628696269975-Schedule-Overview-New-Schedule","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":16,"section_id":36027068921367,"created_at":"2025-11-27T20:16:21Z","updated_at":"2026-07-18T22:17:07Z","name":"Schedule Overview | New Schedule","title":"Schedule Overview | New Schedule","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-28T18:21:19Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Your schedule on Jobber.com is the central hub where you manage and organize jobs, visits, tasks, and appointments for your team. It provides different views and tools to help businesses efficiently assign work, track progress, and optimize their workflow.
This article covers Jobber's New Schedule functionality. The new schedule is available to try before it officially rolls out.
\nTo enable the new schedule, follow these steps:
\nSelect the Schedule tab from the side navigation.
From the schedule, select Explore the New Schedule and toggle on New Schedule.
There are multiple schedule views on Jobber.com, including:
As well as supplemental panels that can be added to the schedule, including:
These schedule views display your:
Use the schedule view options to switch between different views as needed, each one offers a unique way to visualize your schedule and coordinate with your team.
From the top of the schedule, there are several icons for setting up your calendar and navigating between different dates:
1. Month and year: This controls the time range shown on the schedule. To navigate to a different date, click the month and year to open a date picker, then select the date you'd like to view.
2. Back button: Click the back button to navigate to the previous period. If you're viewing the day view this will bring you to the previous day. If you're using the week view this will be the previous week. If you're viewing the month view, it'll be the previous month.
3. Forward button: Click the forward button to navigate to the next period. If you're viewing the day view this will bring you to the next day. If you're using the week view this will be the next week. If you're viewing the month view, it'll be the next month.
4. Today button: Click the today button to bring the schedule back to the current day, week, or month.
5. Find a Time: Select the Find a Time button to quickly create a new calendar item (including a new job, request, task, or event). Select the Show availability toggle to show open times on your calendar where an appointment can be booked. Learn more about the Find a Time button.
6. Schedule views: Select the schedule view. The schedule view options are month, week, day.
7. Unscheduled visits: Select this icon to open a drawer to display your unscheduled visits. Unscheduled visits refer to job visits that have been created but have not yet been assigned a specific date or time. The unscheduled panel includes a sort dropdown that lets you organize visits by date, client name, value, or a custom manual order.
8. Map: Select this icon to open a drawer with a supplemental map to display your appointments for the day, week, or month (depending on your selected schedule view). Hover over each of the appointments in schedule to highlight them on the map.
The map pins correspond to the assigned calendar color for each team member.
When the unscheduled visits is open, the map also includes unscheduled visits so if you find yourself in the area, you may want to consider scheduling the visit. Hover over each of the appointments in the unscheduled drawer to highlight them on the map.
To expand the width of the map, click the arrow icon in the top right corner of the supplementary map panel.
9. More: View additional actions you can take on the schedule including:
10. Type filter: Select the types of items to display on the calendar. The options include visits, events, tasks, and requests. Multiple items can be selected from the dropdown. Select Clear to remove your selections, or click an item to deselect it.
11. Team filter: Select team members from the dropdown to show their schedule. Multiple team members can be selected from the dropdown. Select Clear to remove all selections, or click a selected team member to deselect them.
12. Status filter: Select the appointment statuses to display on the calendar. The options include Overdue, Completed, Upcoming, and Confirmed. Multiple statuses can be selected from the dropdown. Select Clear to remove your selections, or click a status to deselect it.
Below the schedule navigation options is the calendar view of your schedule.
Your company’s business hours (as configured in your Company Settings) are visually distinguished:
Appointments will show avatars for the assigned team members so you can quickly tell who is assigned to an appointment. If a team member doesn't have a profile picture set up, their avatar will be their initials based on how their name is entered in your manage team settings.
To add or update a team member’s avatar:
Team members' appointments will match the calendar color designated for them in your schedule settings.
The More button on each schedule view is where you will find additional scheduling settings and tools, including:
You can reschedule or reassign multiple appointments at once from the More button on the schedule. This makes it easy to adjust your team’s day or move visits to a new date without opening each appointment individually and be used when your schedule changes. While the Reschedule and Reassign popover is open, you can continue navigating the schedule as usual including, using filters, switching views, or opening the unscheduled and map sidebars as usual.
To bulk reschedule and/or reassign appointments:
Click the More button on the Schedule and select Reschedule & reassign.
\nSelect the appointments you want to update. Click on an appointment to select it, or click and drag to select multiple at once. You can make your selections from either the schedule or the map.
Note: The number of selected appointments will show on the Reschedule and reassign appointments pop-up.
Select Reassign to to select the team member(s) who will be assigned to these visits.
\nThe Create New Visits tool makes it quick and easy to schedule new visits for recurring jobs. This workflow is commonly known as Jobber’s snow removal workflow, however, this workflow can be useful for any industry that delivers services as needed as part of a contract (such as irrigation startups or seasonal maintenance), or on-demand recurring work.
Using this workflow, you can generate new visits in bulk based on tags, job details, or client criteria. By creating many visits at once and attaching them to the right recurring jobs, you can keep your team organized, stay ahead of weather-driven demand, and maintain clear records for billing and reporting.
Learn more about the New Visits Tool
This schedule view has both a vertical and horizontal layout that you can select depending on your preferences.
To switch between the vertical and horizontal day view:
Weekends (Saturdays and Sundays) can be hidden from the month and week views of the schedule. If you don't work weekends, this is a useful option so you can prioritize the days your work on your schedule.
To add or remove weekends from your schedule:
Select Hide weekends to remove Saturday and Sunday from the schedule view. This will expand the weekdays so you have more room on each weekday.
Select Show weekends to add Saturday and Sunday back to your schedule view. This will narrow the weekdays to fit in the weekend days.
The Schedule Settings is a quick way to navigate to your settings while working on this schedule, without having to click through the gear icon and settings menu.
The schedule settings page, includes settings for:
Note: Your availability is shown in your schedule settings as a reference for your business hours and working hours. However, these settings are managed elsewhere in Jobber. You business hours can be managed from your company settings and the working hours are set up for each individual team mate in your manage team settings.
The \"Find a Time\" button and \"show availability\" toggle speed up new bookings by highlighting open availability on your schedule. By default, the \"show availability\" toggle will be enabled when you open the \"Find a Time\" pop-up on the day and week views of the schedule.
\"Find a Time\" is available on the month, week, and day views of the schedule.
\"Find a Time\" is available on the Grow and Plus plans. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nWhen booking a new job, request, task, or event from the calendar, select either an empty time in the schedule or select the Find a Time button.
From the Find a Time pop-up:
A time slot is considered available if:
As you add details to the appointment, availability updates dynamically. For example, adding a client allows the system to calculate drive times between appointments, removing any slots that can’t accommodate travel.
The highlighted gaps represent combined availability across all team members. To find overlapping availability for specific team members, use the +Assign dropdown and select the team members.
Drive time estimates are based on realistic, turn-by-turn routes and historical traffic conditions between the appointment location and the location each team member must travel to or from. However, real-world traffic variations mean these estimates may not always be 100% accurate.
In the week view, the corner of each available time gap displays the range of total drive times for all available team members.
Once you select a time slot, drive time details become more specific:
To make scheduling easier, the calendar highlights suggested time slots and assignees with the shortest drive times in green.
Additionally, the system will warn you if a selected time is:
The schedule only calculates drive time between a team member’s previous and next appointments. Drive time to or from a team member’s home or business HQ is not included for first or last appointments of the day.
\nTeam member availability on the schedule is based on each employee's assignments on the schedule, drive time, as well as their working hours. Working hours are managed in each team member's user profile in Manage Team.
To edit an appointment from the schedule, click it to open a pop-up with an overview of the appointment. From the pop-up, select Edit to make changes to this appointment. To view the appointment in more detail, select View details.
From the appointment pop-up, the visit or task can be completed by checking the Completed box. Team members can also be added or removed from this appointment directly from this pop-up for easy access.
When you reschedule a visit, Jobber prompts you to send a rescheduling notification to your client. This keeps your client informed when appointment times change.
You can reschedule a visit by:
When the \"Notify client?\" prompt appears, you can select how the message is sent. You can choose to not send the notification, or send it by either text message or email. Use the dropdown to select how the message should be sent, then select Done.
Before the message is sent to your client, you will have the opportunity to review the message and customize it. A default template for rescheduling notifications can be set up in your Emails and Text Messages Settings.
For recurring jobs, the notification prompt applies only to the individual visit you changed. Other visits in the series are not affected.
When you reschedule a visit, Jobber automatically cancels any visit reminders tied to the previous schedule. This prevents your client from receiving a reminder for a time that no longer applies.
Editing the rescheduling notification message before sending requires the same permissions as editing other notification templates. Anyone who can reschedule a visit can send or skip the notification.
Note: The rescheduling notification is only available on visits, not assessments. The rescheduling notification is only for visits moved individually, not on bulk reassignments.
You can adjust how your schedule looks so it’s easier for you to work with. These settings are specific to your account so changing them won’t affect how your teammates view the schedule.
To navigate to your schedule settings, follow these steps:
Click Schedule from the side navigation.
From any view of the schedule, select More then Schedule Settings.
Note: The schedule settings are available to all users. Another way to navigate to the Schedule Settings is through the Gear Icon and Settings menu, however this navigation path is only available to admin users.
Use Appointment layout to choose how appointments appear in the Week view. Select between:
Note: Appointment layout is only available on the week view of the schedule.
Use Completed appointment styling to control how completed appointments display on your schedule. Select between:
Grayed out: Reduces visual noise and helps overdue items stand out.
Strikethrough: Keeps your original color coding while still showing completion.
Select how time is laid out on the day view of the schedule. Options include:
To view Saturday and Sunday on your calendar, enable the Show weekends toggle.
When this is enabled, Saturday and Sunday appear on your schedule. When this toggle is disabled, Saturday and Sunday are removed from your schedule and the weekdays are expanded.
Route optimization helps you plan your team’s day more efficiently by arranging anytime visits in the best possible order. Instead of manually deciding which appointment should come first, Jobber’s schedule can automatically reorder visits to reduce backtracking and make better use of travel time.
Click the link below to learn more.
Route optimization on the new schedule
"},{"id":35175044591127,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/35175044591127.json","html_url":"https://help.getjobber.com/hc/en-us/articles/35175044591127-Set-up-a-Custom-Domain-for-your-Website-Marketing-Tools","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":8,"vote_count":16,"section_id":19884998453399,"created_at":"2025-09-24T19:06:34Z","updated_at":"2026-07-24T14:39:54Z","name":"Set up a Custom Domain for your Website | Marketing Tools","title":"Set up a Custom Domain for your Website | Marketing Tools","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-02-26T19:40:15Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"Your Jobber Website is a simple way to create an online presence for your business. It gives you a professional-looking webpage where potential clients can learn about your services, request work, and get in touch—all without needing to build a site from scratch.
You can improve your branding and even boost your search ranking by customizing your website address with a custom domain—your own unique web address, like www.yourbusinessname.com. A custom domain adds a professional touch, helps reinforce your brand identity, and makes your site easier to find and remember.
Through Jobber’s partners, you can connect a domain you already own or purchase a new one to use with your Jobber Website. This way, your website feels like a seamless extension of your business and makes a stronger impression on potential clients.
In order to set up a custom domain, you must first publish your website. You won't see the option to add a custom domain if you website is unpublished.
\nTo add a custom domain:
There are two options when setting up a custom domain:
If you already have a custom domain, select Connect existing. If you'll need to purchase a domain name, select Purchase New for options.
Once you've selected the Purchase New button, the first step is making sure your desired domain name is available.
Enter a domain name, then select Check to view the availability. Domains are offered by IONOS.
Add a domain name to your cart and then complete your checkout when ready to purchase the domain.
Once your purchase is complete, you will see a confirmation in Jobber that you're ready to go. Your domain will be automatically set up with your Jobber website.
If you purchase a custom domain through Jobber, it will be managed by our domain partner, IONOS. Domains are registered for set terms (for example, one year), and you’ll need to renew and continue paying for your domain through IONOS to keep it active. If you ever decide to cancel or stop using your domain, that will also be managed directly through IONOS, not Jobber.
\nIf you’ve already purchased a domain from another domain host, you can connect it to your Jobber website. After selecting the Connect existing button, you’ll be prompted to use an app called Entri to look up your domain and link it to Jobber. Jobber partners with Entri to simplify the process—Entri provides the tools to securely manage your domain settings and keep your website connected.
Enter your domain name in the search bar, then select Continue.
Next, Entri will analyze your domain. If your domain provider is recognized, you’ll be prompted to sign in using your credentials for the domain provider.
If your domain provider isn’t automatically identified, you can choose your provider from a list. If you don't see your domain provider on the list, scroll to the bottom and select Go to our manual setup.
If your domain provider isn’t listed, you can still connect your domain by manually adding three DNS records from Jobber to your domain provider’s settings. This includes one CNAME record and two A records, which help route traffic so your domain connects correctly to your Jobber website.
\n Copy your CNAME and A records from Jobber. The records are:\n
\nwww\n and the required\n value to \n\n\n\n\n\n\n\n\n\n\n\n \n domains.jobbersites.com\n \n \n @\n and the required\n value to \n\n\n\n\n\n\n\n\n\n\n\n \n 3.33.229.73\n \n \n @\n and the required\n value to \n\n\n\n\n\n\n\n\n\n\n\n \n 15.197.212.204\n \n \n Once your CNAME and A records have been added, it can take up to 48 hours for your custom domain to go live for your Jobber website.
If you’re not sure where to find these settings, we’ve included links to guides for some common domain providers to help you locate where to add your records. If your domain provider isn’t listed, you can likely find instructions by searching Google for terms like '[provider name] edit A record' or '[provider name] edit CNAME record.'
Support: Squarespace Support
\nNote: You must be logged in to access Squarespace support.
\n\n\nIf you've connected a custom domain (for example, example.com) to your Jobber Website (such as example.jobbersites.com), you might notice that your sitemap.xml file still references the .jobbersites.com subdomain.
This is expected behavior and does not affect how your website appears in Google search results.
When you connect a custom domain, we explicitly set your custom domain as the canonical URL. A canonical URL tells search engines which version of a page should be treated as the primary or authoritative version. By setting your custom domain as canonical, you’re signaling to Google that:
Even though the .jobbersites.com subdomain may still appear in your sitemap for technical and Google-related reasons, Google will:
Crawl the pages
Identify the canonical URL
Consolidate ranking signals to your custom domain
Prioritize your custom domain in search results
Your website can be indexed by Google
Your custom domain receives SEO credit
If you've properly connected your custom domain and it’s resolving correctly, no additional action is needed.
"},{"id":35070809319319,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/35070809319319.json","html_url":"https://help.getjobber.com/hc/en-us/articles/35070809319319-Jobber-and-Eagleview-Integration","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":2,"vote_count":4,"section_id":115002622988,"created_at":"2025-09-19T20:36:47Z","updated_at":"2026-07-20T23:13:44Z","name":"Jobber and Eagleview Integration","title":"Jobber and Eagleview Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-27T23:09:58Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":["roofers","roofing"],"body":"Eagleview is a remote measurement solution built for pros who need fast, accurate roof data without ever stepping on-site.
Eagleview’s precise measurements flow seamlessly into Jobber, giving you everything you need in one place to send accurate quotes quickly, win more bids, and deliver projects faster.
The Jobber and Eagleview integration is available on Jobber's Connect, Grow, and Plus Plans in the United States and Canada. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nYou must have an active Eagleview account to use this integration. If you don't already have an Eagleview account, sign up here. You must have billing information set up in Eagleview before you can order reports from Jobber.
\nAs part of Jobber’s partnership with Eagleview, new and existing Eagleview users will be able to order their first 5 free reports via the integration, for a combined value of up to $450! There is no information you need to add during the order process to take advantage of this promotion, the promotion will be applied automatically to the first 5 reports you order with the Jobber and Eagleview integration.
Note: Promo codes cannot be applied to changes in delivery method. For example, if you choose to have your report delivered faster for an additional cost, the promo code discount will not apply to that upgrade. If you order a BidPerfect Report, you cannot use the promo code to upgrade the report to a Premium report.
Note: When you first connect the Eagleview integration to your Jobber account, it may take a few minutes for all the properties to show the Order Report custom field.
Once you’ve synced the Eagleview integration with your Jobber account, the properties section on a client's profile will show a new custom field for Eagleview with a link to Order Report.
If you create a new property in your Jobber account, once the property has been saved it will have the Eagleview Order Report custom field visible.
When you click the Order Report link, it will redirect you to a Order Report page, where the order will be pre-filled with the property address from Jobber. It’s important to ensure that the property’s address has been inputted correctly, so that it can be easily located on the order screen.
If the structure displayed on the map is not the structure that you want to measure, you can click on the map and drag the pin icon to the desired structure you want measured.
Note: The Eagleview integration uses both the address and the latitude/longitude coordinates of the structure, which will ensure the correct structure is measured in the report.
Once you have chosen your desired property, you will need to select your report type and add-ons. Use the drop down menus to make your selections:
If you are purchasing a report related to an insurance claim, you can enter this information in the Claim Information section. These pages are optional and not required to submit a report. If you do fill out these fields, they will be automatically synced to your Eagleview account and from there, transferable to Xactimate.
After you have filled out all the relevant fields, click Review Order to open the Order Confirmation window. This is where you'll see your selected report configurations and the total cost of the report.
Once your order has been placed, the property in Jobber will update to display some new fields, including:
These fields help provide more information about the current status of your report as it is processed with Eagleview. While the report is processing, the status will be \"In Process\".
When the report has completed processing, the data will be available on the property in Jobber.
The data points displayed from the report vary depending on the report you’ve ordered. The Eagleview custom field on the property in Jobber will show rows with info from the report, including a row for Report PDF with a link for View Full Report that you can use to view the full report from Eagleview, including the images of the property.
If you have reports that were previously completed in Eagleview and you would like to sync them to Jobber, you can do this from the Sync Property tab in your app settings. The integration will search for reports in Eagleview that are associated with the property address in Jobber.
Select the report you'd like to sync with Jobber and click Sync Report.
Note: The sync property tab only displays reports from Eagleview that are completed. If a report was ordered from Eagleview, but has bot finished processing, it will not be displayed in this tab.
One of Eagleview's most common reports, BidPerfect, has a unique feature different from all other reports. BidPerfect Reports allow a user to “upgrade” the report and order a more expensive premium report for the same property and only pay the difference in price.
After a BidPerfect Report has finished processing, the Eagle View custom field on the property in Jobber will have a row for \"Upgrade Report Link\" with a link for Upgrade Report. When clicked, this will redirect the user back to the Order Report page, again pre-filled with the property address.
Since we are ordering an upgraded report, the report type (along with the property address) cannot be changed. However, you can still edit the:
Once you have setup all your report configurations, click Place Order.
If you need help while using the Jobber and Eagleview integration, the right support team depends on what you're experiencing.
Reach out to Jobber Support for questions or issues related to the integration itself, such as setting up the connection between Jobber and Eagleview or using the Eagleview custom field in Jobber.
Jobber Support:
Reach out Eagleview Support for questions about specific reports, accuracy, and measurements.
Eagleview Support:
Business Goals in Jobber helps you set meaningful targets for your business and stay on track to reach them. By combining your goals with key data from Jobber, you’ll receive personalized insights and recommendations that make it easier to focus on what matters most—whether that’s growing revenue, improving cash flow, getting more organized, or building a stronger customer experience.
With Business Goals, you can:
This tool acts like a virtual advisor, giving you clarity on where your business is today and confidence in the steps to take next.
To join the Business Goals Jobber Lab, click the Gear Icon, then select Jobber Labs. Locate the Business Goals lab, then select Turn On to enroll in the Lab.
\nAfter joining the Lab, you'll start the set up process which takes about 3 minutes to complete.
\nAfter you've joined the Business Goals Lab, you'll be asked a few quick questions:
Once you’ve finished the setup questions, Jobber will create a personalized plan that includes:
Strategic goals aligned to your vision
Benchmarks to help you measure progress
Recommendations you can act on right away
From there, you’ll see your goals inside Jobber and can start tracking progress against them.
Once you’ve finished setup, your business goals are available anytime from your Insights Dashboard in Jobber.
For each of these goals, select the sparkle icon to open a chat where Jobber AI will provide details about your progress towards this goal.
Each cards with your business goals displays:
You can update your goals anytime from the Insights Dashboard.
Click Insights from the side navigation in Jobber.com.
In the Business Goals section, click Edit Goals in the top right corner.
You will go through the same goal set up questions as when you first set your goals. Fill out the questions with details about what you want to achieve or change from what you're currently doing.
On the first day of each month, the account owner will receive a Business Snapshot by email. This snapshot gives you a clear overview of how your business is performing and how you’re tracking against your goals.
Your snapshot highlights:
Snapshots are designed to help you reflect, course-correct, and plan ahead—keeping your goals front and center each month.
Jump to a FAQ
\nYes. You can update your goals anytime from the Insights Dashboard. Learn how to edit your goals.
No. Business Goals pulls together insights from across Jobber to complement what you already track. It won't replace anything you already use.
Recommendations may include things like adding deposits to quotes, optimizing job pricing, or improving client communication. They're tailored to your goals and current business activity.
Only you (and anyone you chose to share it with). Reports are emailed to the account owner and are not visible to other team members unless forwarded.
"},{"id":34647042014615,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/34647042014615.json","html_url":"https://help.getjobber.com/hc/en-us/articles/34647042014615-Tap-to-Pay","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":28,"vote_count":82,"section_id":7447387325463,"created_at":"2025-09-02T21:00:55Z","updated_at":"2026-07-14T01:40:53Z","name":"Tap to Pay","title":"Tap to Pay","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-05T16:39:25Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"With Tap to Pay in the Jobber app, your smartphone or device becomes a card reader. You can accept secure, contactless payments from your clients the moment the job is done, without carrying extra hardware. Payments are fast, professional, and card-present, which means you pay a lower rate of 2.7% + 30 cents per transaction when customers pay through Tap to Pay. And because everything runs through Jobber Payments, receipts and records are tracked automatically, so you spend less time on admin and more time on the work that matters.
Tap to Pay is available on all plans in the United States and Canada through the Jobber mobile app.
\nNote: In Canada, transactions over $250 may exceed Tap limits and will prompt a limit disclaimer to appear.
\nYou must have Jobber Payments enabled to use this feature. View our current pricing plans.
\nTo check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
\nWith Tap to Pay in the Jobber app, you can accept a wide range of payment types, making it easy for your clients to pay the way that works best for them:
All Tap to Pay transactions are processed securely through Jobber Payments, so you can be confident that payments are safe and reliable.
Before your team can start collecting payments with Tap to Pay on iPhone, an account owner or admin user must first complete Apple’s compliance steps. This includes:
\nYou’ll be prompted to complete this setup either when:
\nOnce this setup is complete, everyone on your team with payment permissions will be able to accept Tap to Pay transactions on both iPhone and Android.
\nThis setup is not required for Tap to Pay on Android.
\nTo collect a payment and have the client Tap to Pay:
In the event that the payment can't be completed, you will see a screen indicating that the payment failed.
Select Back to Payment Method to go back to the start of the payment collection workflow. From here, you can select a new payment method or try Tap to Pay again. Another option is to select Request Online Payment to send your client the quote or invoice so they can pay online through client hub.
When you collect a payment using Tap to Pay, Jobber Payments can automatically send your client a receipt by email. To make sure receipts are sent automatically, the client’s email address must be saved in their Jobber profile and the setting to “Automatically send receipts” must be turned on in your Jobber Payments settings.
With this setting enabled, your clients will get a digital receipt as soon as the payment is processed—no extra steps required.
If you’d like to send a receipt manually (or resend one), you can do that right from the invoice in your Jobber app:
Open the invoice associated with the payment.
From the invoice, scroll down below the invoice total to the Payments section.
Tap the Payment to open the receipt.
Tap Email Receipt.
This way, your client gets a professional, written record of their payment—either automatically or whenever you choose to send it.
The permission settings team members need to collect payments are:
Team members with these permissions will be able to collect all payment types, including Tap to Pay.
To use Tap to Pay on iPhone, Apple requires that an Owner or Admin accept Apple’s Tap to Pay Terms and Conditions and link an Apple account. This step is required by Apple to meet their compliance and security standards.
Owners and Admins will be prompted to accept these terms the first time they attempt a Tap to Pay transaction. To avoid delays at the jobsite, an owner can complete this step ahead of time by accepting the terms and linking their Apple account through the onboarding process, outside of collecting a payment. This ensures setup is complete before you take your first client payment.
To use Tap to Pay on iPhone, Apple requires that an Owner or Admin accept Apple’s Tap to Pay Terms and Conditions and link an Apple account. This is an Apple requirement to meet their compliance and security standards.
Tap to Pay works with most modern smartphones that support NFC (near-field communication). This includes iPhone XS or later and the majority of Android devices. If your phone supports contactless payments (like Apple Pay or Google Wallet), it likely supports Tap to Pay as well.
Tap to Pay on iPhone requires a supported payment app and the latest version of iOS.
To update to the latest version of iOS, follow these steps:
Tap General.
Select Software Update.
Some contactless cards may not be accepted by your payment app. Transaction limits may apply. The Contactless Symbol is a trademark owned by and used with permission of EMVCo, LLC. Tap to Pay on iPhone is not available in all markets.
For Tap to Pay on iPhone countries and regions, see https://developer.apple.com/tap-to-pay/regions.
Apple Pay is a service provided by Apple Payments Services LLC, a subsidiary of Apple Inc. Neither Apple Inc. nor Apple Payments Services LLC is a bank. Any card used in Apple Pay is offered by the card issuer.
Tap to Pay on Android must run on Android 11 or newer.
Unfortunately, iPads do not support NFC, so Tap to Pay is not supported currently in iPads.
Yes! Customers can tip using Tap to Pay. Learn more about Tip Collection in the Jobber App.
At this time, Tap to Pay is available in the US and Canada.
Jobber doesn’t place any limits on Tap to Pay transactions in the US. However, your client’s bank or card issuer may set their own limits on how much can be charged to a card, especially for contactless payments.
In Canada, transactions above $250 may exceed Tap to Pay limits. If the limit is exceeded, the transaction will require a physical card reader for offline PIN verification or it can be entered manually.
Since this is a card-present transaction, we are able to lower fees for the transactions you process through Jobber Payments using Tap to Pay.
Clients can pay using Visa, Mastercard, American Express or mobile wallet (Apple Pay, Google Pay, and Samsung Pay). Discover card is not yet supported on Android.
Your Jobber mobile app must be at minimum version 6.48 for Apple and Android. For the best experience, be sure to update your app or set it to auto-update.
Yes, you can absolutely continue using your card reader if that’s your preference. But if you have a compatible smartphone, Tap to Pay opens up the option to collect payments without the extra hardware.
Card numbers are never stored on your device or shared with Jobber.
No, you need an internet connection to process Tap to Pay transactions.
Customers will hold their card or mobile wallet near your phone as directed. There is no extra hardware needed.
Yes, customers receive digital receipts just like any other payment processed through Jobber Payments. Learn more about sending a receipt after a Tap to Pay transaction.
No, we don’t currently support saving card on file when a customer pays using Tap to Pay.
"},{"id":34647017424023,"url":"https://getjobber.zendesk.com/api/v2/help_center/en-us/articles/34647017424023.json","html_url":"https://help.getjobber.com/hc/en-us/articles/34647017424023-Sales-Pipeline","author_id":28229703108,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":29,"vote_count":33,"section_id":360005073793,"created_at":"2025-09-02T20:59:57Z","updated_at":"2026-07-18T15:03:19Z","name":"Sales Pipeline","title":"Sales Pipeline","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-15T22:12:13Z","user_segment_id":null,"permission_group_id":1932274,"content_tag_ids":[],"label_names":[],"body":"The Sales Pipeline in Jobber helps you stay organized and in control of your sales process by showing all your opportunities in one clear view. Requests and quotes appear as cards on a kanban board that moves through each stage of your pipeline, so you always know what’s new, what’s waiting for follow-up, and what’s ready to move forward. With this at-a-glance visibility, you can prioritize the right opportunities, respond faster to clients, and prevent work from slipping through the cracks.
Sales Pipeline is accessible to admin users or non-admin users with the following permission settings:
\nSales Pipeline is available on the Plus Plan, or as on add-on to your plan subscription.
\nA previous version of Sales Pipeline was available through Jobber Labs. This version provides a read-only view of the pipeline and does not include features such as custom stages, drag and drop actions, or closed won and lost reporting.
\nTo check what plan you're on, select the Gear Icon, then chose Account and Billing. If you have any questions about your plans features or pricing, our support team is here to help!
\nTo access Sales Pipeline, select the Pipeline tab on the side navigation.
Your pipeline is automatically filled with opportunities based on the work you already have in your Jobber account. Requests and quotes appear as cards that move through each stage of the pipeline.
In Sales Pipeline, an opportunity represents a potential piece of work with a client. Opportunities are created automatically from requests and quotes in Jobber. Each opportunity is shown as a card on the pipeline board, moving through stages as the sales process continues. A request becomes an opportunity as soon as it’s submitted by a client. When you create a quote, that quote is tracked as its own opportunity. If a client has multiple requests or quotes, each one will appear as a separate opportunity, so you can manage them individually.
\nThe Sales Pipeline is displayed as a Kanban-style board, where each card represents a sales opportunity. Opportunities are created from requests or quotes and move through stages as work progresses.
Cards are the building blocks of your pipeline and include:
The default stages cover the flow from new requests through to quotes, so you don’t need to set anything up. As you create and update requests or quotes in Jobber, those opportunities will appear and update in your pipeline automatically, giving you a clear, organized view of what’s happening in your sales process.
New opportunities in your Sales Pipeline flow through Jobber's workflow from the request stage up until the work is won or lost. Cards advance through the stages automatically when you take actions in Jobber. For example, when a quote is approved, the opportunity moves to Won.
The board only shows active opportunities, so once an opportunity is marked as won or lost, it's removed from the pipeline so you can focus on your active work. Your closed opportunities will still be accessible through the Sales Outcomes report.
Here is a breakdown of the stages within your Sales Pipeline:
To see an AI-generated summary of your current pipeline, select AI Insights in the top right of the Sales Pipeline page. This opens the Pipeline overview drawer.
The Pipeline overview includes:
Summary An AI-generated description of your pipeline state, surfacing stale quotes and requests that may need your attention.
Last 24 hours Four metric cards showing recent pipeline activity:
Note: Pipeline overview is a beta feature. The summary is generated from your live pipeline data and may change as Jobber refines it based on your feedback.
Salesperson assignment lets you add explicit ownership to each opportunity, so team leaders can see accountability at a glance and teams know who's following up.
Each opportunity can have one assigned salesperson, or remain unassigned. If a salesperson has been assigned on the request or quote level, that will appear on the Sales Pipeline by default. However, a salesperson can be assigned to an opportunity directly from the Sales Pipeline.
To assign a salesperson from the pipeline:
To remove a salesperson from the pipeline:
When you select an opportunity card, the Opportunity Brief opens as a panel on the right side of the screen. The Opportunity Brief gives you key context about the opportunity — the request or quote details, client information, and quick actions — without taking you away from the pipeline board.
The pipeline stays fully visible and interactive behind the panel. You can open and close the Opportunity Brief across multiple cards without losing your place on the board.
From the Opportunity Brief, select View Request or View Quote to open the full detail page for that opportunity. This takes you out of the pipeline view and into the individual record.
To close the Opportunity Brief and return to the full pipeline view, select anywhere outside the panel or select X in the top corner of the slideout.
Tasks let you track follow-up actions for any opportunity in your pipeline — a request or a quote. You can add a title, instructions, an owner, and a due date to each task. All task management happens from the Opportunity Brief.
Any user with Sales Pipeline access can create, edit, complete, or delete tasks on any opportunity, including ones they are not assigned to or do not own.
Tasks are internal only. No task action (such as creating, completing, or deleting) sends a notification or any other communication to your client.
Pipeline tasks are only available on Jobber.com. The Jobber mobile app does not support this feature.
Each opportunity supports up to 5 open tasks and 5 completed tasks. Complete or delete an existing open task before adding another if you've reached the limit.
Each opportunity card shows one task at a time — the open task with the earliest due date. If that task is overdue, it appears in red on the card.
If no open tasks have a due date, the card shows the oldest task by creation date. If two open tasks share the same due date, the one created first appears on the card.
To see all tasks for an opportunity, select the card to open the Opportunity Brief. Tasks cannot be completed directly from the pipeline card — you'll need to open the Opportunity Brief to complete one.
To reopen a completed task, select the checkbox again to uncheck it.
Tasks with a due date also appear on the assigned user's schedule alongside other Jobber tasks. Completing a task from the calendar has the same effect as completing it from the Opportunity Brief.
Tasks on an opportunity respond automatically when that opportunity moves to a new state:
| When the opportunity... | \nTasks are... | \n
|---|---|
| Converts from a request to a quote | \nMoved with the opportunity to the new quote record | \n
| Marked as Lost (request) | \nAutomatically marked as complete | \n
| Marked as Lost (quote) | \nPermanently deleted | \n
| Archived | \nPermanently deleted | \n
| Marked as Won | \nNot carried into the job | \n
Notes let you capture deal context directly from the Opportunity Brief without leaving the pipeline board. Notes attach to the opportunity's associated request, quote, or client record and appear in the brief alongside any existing notes.
Note: You can only add notes on Jobber.com. The Jobber App does not support this feature.
To add a note to an opportunity:
A confirmation briefly appears to confirm your note saved. The note then appears in the Notes section of the Opportunity Brief alongside any existing notes.
On the Plus Plan, you can use @ mentions in a note to tag a teammate and notify them directly.
\nTo mention a teammate in a note:
\nJobber sends the tagged teammate a notification letting them know they've been mentioned.
\nTrack closed opportunities more clearly, including those you didn’t win, so you can learn from them and strengthen your sales process. When an opportunity is won or lost, it is automatically removed from the board so you can stay focused on work that’s still in progress.
At the top of the Sales Pipeline, there two boxes that show your won and lost opportunities from the last 30 days. Click each box to open the Sales Outcome report filtered by either won or lost (depending on your selection).
For both won and lost, the boxes show the total count of opportunities and value.
Closed won means the opportunity has successfully turned into booked work. An opportunity is marked as Closed Won automatically when:
A quote is approved, or
A job is created (from a quote or as a standalone job).
Once marked as won, the opportunity is removed from the pipeline and included in your sales outcome reporting.
If an opportunity is no longer moving forward, you can mark it as Lost directly from the pipeline card (except in the Draft Quote stage). Marking a quote or request as Lost will automatically archive the quote or request.
To mark an opportunity as lost:
Open the opportunity from the pipeline.
Select Mark as Lost.
Choose a lost reason (optional).
Confirm your selection.
Once confirmed, the opportunity is removed from the pipeline. If the opportunity includes a request or quote, those records will be archived.
Custom stages let you personalize your Sales Pipeline so it matches the way your business sells. You can create up to 25 custom stages and place them almost anywhere on your board.
You can add a custom stage:
Before or after any existing stage
Between stages
In both the requests and quotes columns
To add a custom stage to your Sales Pipeline, follow these step:
From the side navigation, select Pipeline.
From the Sales Pipeline, select the More Actions button, then select Edit Stages.
Enter the stage name.
Note: The first stage in requests and quotes (e.g., new request, draft quote) cannot be replaced or moved. These built-in Jobber stages are system-driven and remain fixed. If an opportunity reaches a system-defined state — for example, if a quote is drafted — the card will automatically move into the correct Jobber stage, even if you previously placed it in a custom stage.
Once you’ve created a custom stage, you can:
Automations still rely on Jobber’s built-in stages (like draft quote or quote approved). Custom stages do not trigger automations.
You can move opportunities through your Sales Pipeline either manually using drag-and-drop or automatically through Jobber’s system-driven workflow.
Jobber will automatically move opportunities into certain stages when they meet system-defined criteria.
For example:
When a quote is drafted, the opportunity automatically moves into \"draft quote\".
When a quote is approved, it automatically moves into \"quote approved\".
Automatic movement happens even if the opportunity was previously placed in a custom stage.
The default stages in the pipeline represent key parts of your workflow in Jobber and have built in criteria they need to meet to stay in each stage (For example, a quote that hasn't been approved cannot be moved in to the Quote Approved stage). If the criteria aren’t met, the card will bounce back to its previous stage.
Opportunities can also be manually drag and dropped between stages. Dropping an opportunity into a state will start the required action for that state so you can stay on the Sales Pipeline board without needing to navigate away.
Dragging into these stages triggers an action:
Opportunities will stay in their initial stage until the action has run. Once the action has completed, the opportunity will move into the stage where it was dropped.
Note: Moving opportunities backwards through the Sales Pipeline is not supported. Actions cannot be undone this way.
Opportunities can be dragged and dropped into any custom stage without restrictions.
Use the filters above the sales pipeline to focus on the opportunities that matter most to you. Filters stack, so you can combine them to narrow your view further.
Filters on the sales pipeline include:
Custom range
\nSelect All to clear the date filter.
\nThe Sales Outcomes report shows all opportunities that have been marked as Closed Won or Closed Lost, along with their total value. Use this report to review your close rate, track revenue from won work, and identify trends in lost opportunities.
To view the Sales Outcomes report:
Select Insights from the side navigation.
Click Reports.
Select Sales Outcomes.
From this report, you can view a list of closed opportunities, adjust the date range, and see totals for both won and lost outcomes.
You can also access this report directly from the Sales Pipeline by selecting the Won (Past 30 Days) or Lost (Past 30 Days) totals at the top of the board.
The Sales Outcome report includes non-customizable columns for:
The sales outcome report can be filtered by: