Jobber App

Creating a One-Off Job in the Jobber App

You can create a one-off Job in the Jobber App either through the day view, the quick create menu, the client's page, or converting a quote to a job.

 

Team View

To see your team's schedule click on the team icon at the top left of your schedule and select team members from the list. When you click continue you will see a side-by-side comparison of everybody's day. If you want to schedule a job or task just tap on an opening in their day. Your job or task will be booked for the time you selected with that team member assigned. If you want to get back to your regular view, just de-select your team members in the team selector.

Use the progress indicator on the team selection view and calendar view to get a feel for how much each team member has on their plate—it shows what's completed out of the total amount of work assigned to them that day (ex. 2/7 → 2 completed of 7 assigned). This count will include tasks, jobs, and events assigned to that team member.

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Day View

To create a job through the day view, tap on an open space in your schedule and then tap Job in the quick create menu. To create a job for another user you can switch users to view their schedule.

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Quick Create Menu

To create a job through the quick create menu, open it by clicking on the + in the bottom right. Then tap Job. On the new job form, select a client, and continue setting up your one-off job. 

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Clients

To create a job through a client's page, go to Clients at the bottom, search for the client and click on their name. If this is a new client, click the green + button to create them in the Jobber App.

On the client's profile, click on the Jobs tab. Then click New Job.

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This will take you to the job creation screen, where you are prompted to enter all the information for this job. 

You will be asked to select a Client for the job, followed by entering any job instructions. The section for Additional information is where your job custom fields will appear.

 

When you scroll down, you will be asked to add a schedule next. Today's date is highlighted as a reference, but it's not preselected as the date of the job. Tap on the dates to schedule the job for those days. If you are unsure about when to do this job, check the option for "schedule later". This will create the job, but leave it without visits. Later, when you know when you will be going out to do the work visits can be added.

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Keep scrolling and you can select the user(s) assigned to the job. You (the person creating this job) will be auto-assigned unless you are making this job on another user's schedule using team view, then they will be assigned. You can add team members here to assign them to this job.

This is also where line items can be added to the job. Click the green "add line item" button to select the products and services that will be needed on this job.

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Keep scrolling and at the very end, we have how this job will be invoiced. Chose "once the job is complete" to be prompted to invoice once the final visit for this job is completed, or "don't remind me to invoice" to skip creating an invoice reminder. This option won't prompt you to invoice for the job.

 

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And that's it! The job is now set up!

 

 

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