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.

team-view-product-changelog.gif

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.

day-view.gif

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. 

LgKvdTXTolgkaZRGk8TK0EG2TekS7xcvJGzONvHvpWeknzWzN3CJb1pe_JueZpbzUWYj1y1oP1AVT9Qrx59gTajoRMLhShf9Sbw6nvW7ftil5LwjzdW6YqYH9lECVZwvBEOzxDc.gif

 

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.

Screen_Shot_2017-08-13_at_2.50.41_PM.png

In the Info tab, enter a job description, select the property the job is for, and enter in any applicable Custom Field information. 

Screen_Shot_2017-08-13_at_2.54.15_PM.png

Tap on the Line Items tab, to enter line items for this job:

Screen_Shot_2017-08-13_at_2.51.56_PM.png 

Then, go into the Visits tab to select dates to schedule visits on, and below set your time, and assign your crew for the Job:

Screen_Shot_2017-08-13_at_2.52.30_PM.png

In the Billing tab, select the invoice frequency, then click Save when you're done inputting the Job:

Screen_Shot_2017-08-13_at_2.53.14_PM.png

 

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.