Jobber App

Jobber App Basics

Who is the Jobber App for?

The Jobber app simplifies tracking work in Jobber for Employees out in the field. On updated subscriptions, it is free for all basic Employees to access and view their assigned and scheduled Visits, Basic Tasks or Events. 

Upgrading basic employees to Pro in Jobber allows the ability to do more in Jobber such as tracking time, editing jobs, sending invoices, and collecting payment in the field. Learn more about Employee Permissions

 

Dashboard

When you initially load the Jobber App, it will open to the Dashboard, showing your assigned Tasks and Events scheduled for that date. You'll see a few different icons for different scheduled items:

  • Green Truck (icon): Visits to a Job
  • Blue Clipboard (icon): Basic Task
  • Yellow Calendar (icon): Event

Anything on your Dashboard is either assigned to the Employee you're signed in as, or is a company-wide event. Anytime Events or Visits will appear below any items that have a scheduled time, on the bottom of the list. The item on the dashboard will show the scheduled time, Visit titleClient nameand Property address. 

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Note: The following sections on visits and information shown can be shown or hidden from Employees through editing permissions. 

 

Visit Details

To find information on visits in the app, tap on the visit in the dashboard. This will bring you to the visit details page, where you will find 4 sections:

  • Info
  • Job
  • Client
  • Notes

 

  • Info will show the Line Items on the Visit and the Description entered for that Visit. It will also show the quantity of the Item, however pricing is not shown at this time.

 

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  • Job will give you information about the job this visit is attached to

 

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  • Client will show the client's contact and property information 

 

Screen_Shot_2017-04-18_at_5.10.51_PM.png

 

  • Notes will show any Notes and Attachments on the Job level for that Visit. As long as the Employee has access to this from their Permissions settings, they'll be able to view Job Notes and Attachments. 

 

Screen_Shot_2017-04-18_at_5.13.07_PM.png

 

Collecting Payment 

When the last visit of a job is completed, you will have the option to invoice for it now, to invoice for it later, schedule another visit, or to put the job on hold. 

Screen_Shot_2017-04-18_at_5.19.25_PM.png

  

Choosing to create an invoice will bring you to the invoice creation screen in the app, where you can edit the information, email the invoice to your client, or collect payment. 

  

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Tapping Collect Payment will bring you to the Add Payment screen, allowing you to input payment information.

Screen_Shot_2017-04-18_at_5.21.57_PM.png

Learn more about collecting Jobber Payments in the Jobber App

 

Employee Information

The information related to the Employee logged in to the App is shown when you hit the profile/settings button in the top left of the Dashboard. This is the Gear Icon. This will bring you to a page outlining your Company name, address, and a quick link to the Jobber web app, that allows Pro users full access to all features in Jobber. 

The Settings button in the bottom right of the Employee Information tab will allow you to change your Name and Login E-Mail, as well as update your password.

You can also start a chat and ask for help any time by hitting the Need Help? button in the bottom left of the Employee Information tab. This will open a message with our Success Team and you'll be on your way to a solution in no time.

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