Table of Contents
Overview
Show off your company's logo and customize your PDFs to reflect your brand.
Your business profile brings together key information about your business, including your policies, services, brand assets, and social media accounts - to help AI tools and client-facing communications represent your business accurately and consistently.
You can find your business profile by going to the Gear Icon, then select Settings and then Business Profile. This is where you can upload a logo, edit client documentation settings (like PDFs), and add social links. Your company name and contact information is found in company settings.
Add your essential business information
The Essential information section in your Business Profile helps Jobber’s AI-powered tools (like the AI receptionist) better understand your business and answer questions on your behalf. This information gives context that helps AI respond more accurately and confidently to your clients.
You can provide up to 1,000 characters in each of the following sections:
- About: Describe who you are, the communities you serve, and what sets your business apart.
- Policies: Share important details about your policies, like cancellation terms, warranties, or payment methods.
- Services: Add information about your services that may not be included in your online booking or request forms, such as products you use, seasonal offerings, or services you don’t provide.
To help you get started, you can use AI to generate suggested content for each section based on your website and Jobber account details. Just check the box to confirm that you own the website, then click Generate. You can also choose to fill out the sections manually if you prefer.
Best practices for your Essential information
To make sure AI Receptionist uses your business information effectively, keep these tips in mind:
- Be clear and concise. Use bullet points or simple sentences so the AI Receptionist can easily interpret your content.
- Stay relevant. Focus on information that helps answer client questions—like services offered, policies, or what makes your business unique.
- Align with your forms. Make sure any services listed here match what’s available in your request or online booking forms.
- Avoid action-based instructions. Don’t include directions for AI Receptionist like “send an email” or “look up client history.” This section is for knowledge, not commands.
- Use Generate if needed. You can generate a draft using your website and Jobber account. You’ll need to confirm website ownership first.
- Test your changes. After saving, try calling your Jobber number and asking questions to see how AI responds.
You’re responsible for the content you add, so make sure it’s accurate and appropriate.
Add your brand assets
The brand assets section of your business profile lets you personalize the way your company looks to clients. From here, you can upload your logo and customize how your branding appears on client-facing documents like invoices, quotes, and more. These visual elements help reinforce your business identity across the client hub, email messages, and all downloadable PDFs.
In the sections below, you’ll learn how to:
Add a logo
To add your company's logo:
- Navigate to the Gear Icon then select Settings then then from the settings menu, Business Profile.
- Locate the logo section (under Brand Assets) and select Add logo. If you already have a logo, select Replace.
This logo will show on requests, client hub, email messages, and on all PDFs. The max file size for logos is 5 MB. The supported file types for logos are JPG and PNG.
Customize client document settings (including PDFs)
Your client document settings control how your Jobber documents—like quotes, invoices, and receipts—appear to your clients. You can customize things like layout, which fields are visible to your clients, and terms and conditions.
To customize your client document settings:
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Click the Gear Icon in the top-right corner of Jobber, then select Settings.
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From the settings menu, select Business Profile.
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Scroll to the Client documentation settings section.
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Click Edit settings to update your PDF formatting.
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Use the preview to see how your changes will appear.
Learn more about
client document settings
Add your social networks
In this section, you can add links to connect Jobber with your company's social network accounts:
We support the following profiles:
- X
- Yelp
- Angi
- Google Business Profile
Inputting your accounts in the spaces will allow them to be shown in the following places:
- Client Hub:
- On emails being sent from Jobber: