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There are two kinds of jobs in Jobber, one-off jobs and recurring jobs. One-off jobs are used for:
- Jobs that have a single visit
- Jobs that have multiple visits and the client will be invoiced after the last visit. Eg. The job is four days long, and the client is invoiced after the last visit.
Create a one-off job
You can make a job from many areas in Jobber, including the calendar, from a client’s profile, or from the dashboard. You can also make a job by converting a quote. In each area, click the More Actions button in the top right, then click Job.
You will then be brought to the job creation screen.
To select the client, who the job is for, click the + button beside client name.
You can then choose an existing client or create a new one.
Job title, instructions, and job number
You can enter a short job title at the top of the job edit page. This will show up as the title of the job in the calendar and on the app. The job title will not show to the client.
The instructions field is where you an add directions for your team for this job. This is also an internal field and the instructions will appear on each visit.
You can also change the job number. Job numbers count up from the highest job number currently in your account. If your current highest job number is #123, the next job you make will default to #124.
To schedule the visit(s) for your job select a start and end date. If this extends across multiple days, then Jobber will make a visit for each day. If your visit schedule covers multiple days, you can set how often you will visit the client by entering if the schedule repeats. Eg. You could select custom schedule to make visits only on Mondays to Fridays if you will be visiting the client for multiple weeks, Monday to Friday.
A mini version of the month view of the calendar is shown to show what times are available, but the calendar can also be hidden to expand the other scheduling fields.
Select start and end times. If no time is selected the visit will show as an anytime visit on the calendar.
Assign your team to the visits. If no users are selected, the visits will be unassigned and can be assigned later.
If you do not want to schedule the job now, you can check off schedule later. The job will then have an unscheduled visit. This visit will appear on the calendar as unscheduled.
If you want to invoice for this job, keep the Remind me to Invoicing when I close the job checked.
If you do not want to invoice for this job through Jobber, uncheck this. The job will then go Archived when it is marked complete, and not ask to be invoiced.
You can add your line items with pricing for this job here:
Save and save and create another
When creating a new job, there are two save buttons:
- Save job will save this job and then take you of of the edit screen, back to the top of the job so you can look over the changes you have made.
- Save and Create Another will save the job and immediately take you to a new job creation screen with the the details remembered from the way you set this job up. These are the items that are copied:
- job title
- if the job is one-off or recurring
- scheduling information minus times
- team assignments
- billing information
- line items
- attached job forms
Note: The job instructions are not copied.