List Pages and Key Metrics Updated October 09, 2025 20:29

Overview

From the side navigation in Jobber.com there is a section of work items, including:

• Clients
• Requests
• Quotes
• Jobs
• Invoices

Selecting one of these opens a list page for that item. The list is where you'll see key metrics for your selected item type, as well as a filterable list of all items of your selected type. For example, selecting Quotes opens the quotes list, including key metrics such as your quote conversion rate.

Clients

The Clients tab on the side navigation in Jobber.com opens your client list. You can search for clients and properties using the search bar in the top left. 

Client key metrics

At the top of the list are some metrics to help you understand how your business is performing, including:

• New leads: On pricing plans that include lead management, new leads added in the last 30 days (including today) will show. There is a trend indicator to show change over the previous time period. Hover over the trend indicator to see a breakdown of the leads per period. 
• New clients: This is the number of new active clients added in the last 30 days (including today). There is a trend indicator to show change over the previous time period. Hover over the trend indicator to see a breakdown of the leads per period.
  Note: When clients are imported, they will appear as both "new leads" and "new clients".
• New clients YTD: This shows the number of new active clients added this calendar year (including today). 

Note: If a lead becomes a client within 30 days of the lead being created in Jobber, it will appear in both the "new leads" and "new clients" counts. A lead becomes an active client when they take one of the following actions:

• approve a quote
• have a scheduled job
• receive an invoice

Filter and search your client list

To narrow down your client list, tags and statuses can be used as filters. Click Tags or Status to open a list of all tags and statuses and select one to filter the list. If you are filtering the list with tags, multiple tags can be selected. Learn more about Tags.

Clients can be sorted by name or last activity. Click on the Name or Last activity headings to sort your client list in ascending or descending order. 

To remove filters from your client list, click the Status dropdown, then select All. 

Clients can also be searched using the search bar. When filters are applied to the client list, the search bar text will say "Search filtered clients". When no filters are applied, it will read "Search all clients". 

Actions on the client list

There are actions you can take on clients directly from the client list that save you the time of clicking into the client. These actions are:

• Edit tags (including adding and removing tags)
• Sending a general email
• More actions - Select ... (More actions) to:
  • Archive client
  • Delete client

Hover over the client in the list to view the actions. 

Bulk actions on the client list

Tags can be edited for multiple clients at once. To edit tags for multiple clients:

1. Select Clients from the side navigation to view your client list.
2. From the client list, check the boxes next to each client name, then select Bulk edit tags from the menu above the client list to open the Edit tags pop-up.
3. For the selected clients, select tags to add or remove.
4. Then select Save. 

Note: A maximum of 10,500 tags can be bulk added at a time.

To select all clients, check the box above the list to check the box beside every client. 

To deselect all your selections, click Deselect all located above the list. 

Requests

The Requests tab on the side navigation in Jobber.com opens your requests list. 

Requests key metrics

At the top of the list are some key metrics relating to requests to help you understand how your business is performing, including:

• Overview: This is the breakdown of all your requests across different statuses. 
• New requests: This is the number of requests with a created date within the last 30 days. There is a trend indicator to show the percentage change over the past 30 days. Hover over this indicator to view the breakdown the last 30 days and the previous 30 day period. Click this insight to view the requests report. From the requests report, you can change the date range and add additional columns.  
• Conversion rate: This is the rate at which new requests are converted into a quote or job. The conversion rate is calculated as ((number of requests with a created date in date range AND a converted to quote OR job date) / number of requests with created date in date period) * 100. 
  Note: This doesn't include requests with a created date outside the date range but with a conversion date within the date range. This number will never be over 100%. 
  The trend indicator is calculated as ((conversion rate in the past 30 days) - (conversion rate in pervious 30 days) / (conversion rate in previous 30 days)) * 100. 

Filter and search the requests list

The requests list can be filtered by: 

• Status 
• Request created date, the date range options are:
  • All
  • Last week 
  • Last 30 days
  • Last month
  • This year
  • Last 12 months
  • Custom range

When the requests list is filtered, the "All requests" heading changes to "Filtered requests" to indicate that the list only reflects requests that match the filters.

The requests list includes columns for:

• Client - This is the client's name
• Request - This is the request's title
• Property - This is the address of the property where work has been requested
• Contact - This is the phone number and email address of the client who submitted the request
• Requested - This is the date the request was submitted
• Status - This is the status the request is currently in. Learn more about request statuses.

The itemized requests list can also be sorted by clicking the ascending or descending arrows in these column headers:

• Client
  • first name (A-Z)
  • first name (Z-A)
• Request
• Created date
• Requested date
• Status

Request statuses

There are several statuses for requests:

• New: these are requests that have been created internally or submitted by a client, but no further action has been taken yet.
• Unscheduled: requests with an assessment required but not scheduled.
• Overdue: the assessment for the request has not been completed, but its scheduled date has passed.
• Assessment Completed: the assessment for this request has been completed, but the request hasn't been converted (if moving ahead) or archived. This status is a prompt that something needs to be done with the request, whether that's archiving it or converting it.
• Converted: these requests that have been converted into a quote or job. This is a final status for a request.
• Archived: these are requests that are not moving ahead. Archived requests were never converted and are not visible to clients. This is a final status for a request.

Quotes

The Quotes tab on the side navigation in Jobber.com opens your quotes list. You can search for properties using the search bar in the top left. 

Quote key metrics

At the top of the list are some key metrics relating to quotes to help you understand how your business is performing, including:

• Overview: This is the breakdown of all your quotes across different statuses. 
• Conversion rate: The conversion rate is calculated as ((number of quotes converted in the date period ) / number of quotes sent in the date period) * 100.
  Since this measures a specific date range, it's possible that there may be more converted quotes than sent quotes within that date range, which means that the quote conversion rate may exceed 100%. 
  The trend indicator for the conversion rate is calculated as ((conversion rate in current date period) - (conversion rate in previous date period) / (conversion rate in previous date period) * 100. 
• Sent quotes: These are quotes that have a sent date within this date period. The dollar value displayed reflects the value of sent quotes after discounts and tax.
  The trend indicator is calculated by ((quote sent in current date period) - (quotes sent in previous date period) / (quotes sent in previous date period) * 100. 
• Converted quotes: These are quotes that have been converted to a job within this date period. The dollar value displayed reflects the value of converted quotes after discounts and tax.
  The trend indicator is calculated by ((quote conversion rate in current date period) - (quote conversion rate in previous date period) / (quotes conversion rate in previous date period) * 100.

Filter and search your quotes list

The quotes list can be filtered by: 

• Status 
• Quote created date, the date range options are:
  • All
  • Last week 
  • Last 30 days
  • Last month
  • This year
  • Last 12 months
  • Custom range
• Salesperson

When the quotes list is filtered, the "All quotes" heading changes to "Filtered quotes" to indicate that the list only reflects quotes that match the filters.

The itemized quotes list can also be sorted by clicking the ascending or descending arrows in these column headers:

• Client
  • first name (A-Z)
  • first name (Z-A)
• Quote number
• Property
• Created date
• Status
• Total

Quote statuses

There are 6 statuses a quote can be in:

1. Draft: This is a quote that has not been sent to your client yet, and is only visible to you. Once a quote has been sent (or marked awaiting response) it is not possible to put the quote back into draft status. 
2. Awaiting response: This is a quote that has been sent to your client and is awaiting approval or a change request.
3. Changes Requested: This is a quote that a client is requesting changes on.
4. Approved: This is a quote that has been approved by the client, or has been marked as approved manually. Learn more about Quote Approvals
5. Converted: A quote that has been converted into a job. Converted is a final status for a quote,  once it's converted the status will stay converted even if the linked job is deleted.
6. Archived: A quote that has been archived in the system. These are only visible to you in Jobber, not to your clients in client hub.

There is an overview of your quotes by status at the top of the quotes list along with the quote metrics. 

Bulk actions on the quotes list

There are some actions on quotes that can be done directly from the quotes list, including:

• Archive quotes: Quotes can be archived individually from the quotes list, or multiple quotes can be archived at once. Quotes must be in one of these statuses to be archived: awaiting response, approved, or changes requested. A draft quote cannot be archived. 
• Convert a quote to a job
• Send a single quote via text or email
• Delete quotes: Quote can be deleted individually from the quotes list, or admin users can delete multiple quotes at once.

To archive or delete quotes in bulk:

1. Select Quotes from the side navigation to view your quotes list.
2. From the quotes list, check the boxes next to each client name.
3. Select the more actions button above the quotes list, select the icon for Bulk Archive or the ... icon > Bulk delete.

To take an action (including deleting, archiving, or converting) on a single quote from the quotes list:

1. Select Quotes from the side navigation to view your quotes list.
2. From the quotes list, locate the quote you wish to archive or convert to a job. From that row, select the more actions button (...) then select Convert to Job, Archive, or Delete. 

Jobs

The Jobs tab on the side navigation in Jobber.com opens your jobs list.

Job key metrics

At the top of the list are some key metrics to help you understand how your jobs are performing, including:

• Overview: This is the breakdown of all your jobs across different statuses.
• Recent visits: This is the number of visits with a scheduled start date within the last 30 days (including today) for all job types. The dollar value is the line items total for:
  
  • One-off jobs with a last scheduled visit date in date range
  • Recurring jobs with per visit billing x number of visits in the date range
  • Recurring jobs with per visit billing with custom visit line items within the date range
  • Recurring jobs with fixed price billing where an invoice reminder start date is in date range
• Visits scheduled: This is the number of visits scheduled within the next 30 days (not including today) for all job types. The dollar value is the total of:
  • One-off jobs with a last scheduled visit date within the date range
  • Recurring jobs with per visit billing x number of visits in the date range
  • Recurring jobs with per visit billing with custom visit line items in the date range
  • Recurring jobs with fixed price billing where an invoice reminder start date is in the date range

Filter and search your jobs list

The jobs list gives you a list of your jobs, an overview, as well as buttons for actions you can take from this page. This page can be used to monitor the statuses of your jobs to make sure that nothing is slipping through the cracks.

You can filter the jobs list by:

• Status: Filters the list by status (such as active, requires invoicing, or late visits).
• Type: Filter by one-off or recurring jobs. 

When the jobs list is filtered, the "All jobs" heading changes to "Filtered jobs" to indicate that the list only reflects jobs that match the filters.

The itemized list can also be sorted by clicking the ascending or descending arrows in these column headers:

• Clients 
  • First name (A-Z)
  • First name (Z-A)
• Job number
• Next visit/schedule
• Status
• Total

The jobs list has columns for the property address as well as the next visit for the job and the schedule.

Job statuses

In addition to the overview, the status filter dropdown shows each of the job statuses as well as the number of jobs you have in each status. 

The job statuses are:

• Active: Active jobs are the jobs in progress.
• Upcoming: These are jobs with future visits scheduled.
• Today: Jobs with visits scheduled today.
• Late: These jobs are active. They have visits where the scheduled visit date has passed, but the visit wasn't completed.
• Unscheduled: These are jobs that have visits created, but the visits have been set up to be scheduled later.
• Action Required: These are jobs that are still active, but they have no more upcoming visits. You can think of action required like being "on hold". Action required is a prompt to either schedule more visits or close the job.
• Requires Invoicing: Jobs that are in requires invoicing status have an overdue invoice reminder. This is a prompt to create an invoice for this job.
• Ending Within 30 Days: These are jobs that have an end date that falls within the next 30 days. After their end date, this job won't appear on the calendar anymore.
  Note: This status refers to jobs (not visits) where the job duration is ending in the next 30 days. The end date of a job isn’t the date of the last visit, it’s the start date + the duration.  
• Archived: These are closed jobs that no longer need to be invoiced. These are the jobs that you are done with.

Actions on the jobs list

There are two actions you can take from the jobs list.

Creating a new job is the recommended action. You can do this by clicking the New Job button in the top right of the page.

From the More Actions button, you can select to Manage Job Forms. This option will take you to Settings > Job Forms where you can create new job forms and edit existing ones.

Invoices

The Invoices tab on the side navigation in Jobber.com opens your invoices list.

Invoice key metrics

At the top of the list are some key metrics to help you understand how your invoices are performing, including:

• Overview: This is the breakdown of all your invoices across different statuses.
• Issued: This is the number of invoices you have issued over the last 30 days (not including today), as well as the dollar value of all invoices issued during this time. Hover over the trend indicator to view how this compares to the previous 30 day period. 
• Average invoice price: This is the average dollar value of all invoices issued over the past 30 days (not including today). Hover over the trend indicator to view how this compares to the previous 30 day period. Select this insight to view the invoices report. The invoices report has a column for "days to paid" that shows the number of days from when the invoice was issued until the status on the invoice switched to "paid".
• Average time to get paid: This is the average number of days that all invoices paid in the past 7 days took to get from issued to paid status.

Filter and search the invoice list

The invoice list can be filtered by:

• Status
• Invoice due date

When the invoice list is filtered, the "All invoices" heading changes to "Filtered invoice" to indicate that the list only reflects invoices that match the filters.

To filter by status, select the Status filter, then select a status.

Another way to filter by status is to select an invoice status from the overview. 

To filter by invoice due date, select the Due date filter, then from the drop down select:

• All
• This month
• Last month
• This year
• Custom range

Then select Apply to add the date range filter to the invoices list. 

The invoices list is where you'll find a list of all your invoices where you can filter by status as well as sorting by:

• Client
  • first name (A-Z)
  • first name (Z-A)
• Invoice number
• Due date
• Status
• Total 
• Balance

Invoice statuses

The invoice statuses are:

• Draft: The invoice has been created, but hasn't been sent to a client or marked as sent
  • A draft invoice will move into the next status when it is sent (either by email or text message), or marked as sent. 
• Awaiting Payment: The invoice has been sent to a client, and has not been paid yet. The invoice due date has also not passed yet. 
• Past Due: The invoice is past its due date, and hasn't been paid for, or marked Paid
• Paid: A payment for the full invoice balance has been applied, or the invoice has been manually marked as Paid
• Bad Debt: An invoice in bad debt status has been deemed partly or fully uncollectible. Either part of the remaining balance or the full invoice balance has been marked as bad debt to close out the invoice and remove it from the client’s billing history. The invoice remains in Jobber for your records.

Payments

The Payments list page provides a centralized view of the payments your business has collected and the payouts deposited to your bank account. This page helps you track, review, and manage all of your payment activity in one place, including both online payments processed through Jobber Payments and offline payment methods such as cash or checks.

The payments list page has two tabs: Overview and Payouts.

The Overview tab contains information about the payments you've collected (including offline methods like cash and check), whereas the Payouts tab has information about the online payments that will be deposited into your bank account through Jobber Payments. 

In the upper right corner of the Payments page, you can access:

• Settings: Opens your Jobber Payments settings, where you can manage payment configurations, payout preferences, and other related options.
• Disputes: Opens the Disputes dashboard, where you can view and respond to payment disputes.

Overview tab on the payments list page

Click Payments on the side navigation in Jobber.com to open the Payments list page. This page opens to the Overview tab of the payments list by default.

Payments key metrics

The key metrics at the top of the payments overview tab are:

• Available funds: The amount ready for an instant payout to your bank.
• Invoice payment time: The average time it takes an invoice for a residential client to be paid once sent. There is a trend indicator to show how this compares to the previous 30-day period. 
• Invoices paid on time: This is the percentage of invoices that were paid on time (before their due date passes) over the last 60 days. There is a trend indicator that shows how this compares to the previous 60-day period. 

Filter and search the payments list

Below the key metrics is a list of all the payments you've collected. This includes online payment methods like card and ACH payments processed through Jobber Payments as well as offline payment methods like cash, check, and other. 

The Payments Overview page includes multiple filtering and search options to help you locate and review specific payments. Filters can be applied individually or in combination to narrow the list of results.

To filter payments:

Use the status filter

Select the Status dropdown to filter payments by their current status.

The following payment status options are available:

• All: Displays payments with any status.
• Pending: Payments that are still processing.
• Succeeded: Payments that were processed successfully.
• In Dispute: Payments that are currently disputed. Learn more about Jobber Payments disputes. 
• Disputed: Payments with a completed dispute.
• Refunded: Payments that were fully refunded. Learn more about Jobber Payments Refunds.
• Partially Refunded: Payments with a partial refund issued.
• Failed: Payments that could not be completed.

Use the method filter

Use the Method dropdown to filter payments by the payment method used.

The following payment methods can be selected:

• All: Includes all payment methods.
• Jobber Payments
• Jobber Payments – Bank Payment (ACH)
• Jobber Payments – Card
• ACH Bank Payment
• Bank Transfer
• Cash
• Cash App
• Check
• Consumer Financing
• Credit Card
• ePayment
• e-Transfer
• Money Order
• Other
• PayPal
• Venmo
• Zelle

Use the date filter

Click the date selector to filter payments by date range.

The following date range options are available:

• All: Includes payments from all dates.
• Last week: Payments collected within the past 7 days.
• Last 30 days: Payments collected within the past 30 days.
• Last month: Payments collected during the previous calendar month.
• This month: Payments collected during the current calendar month.
• This year: Payments collected during the current calendar year.
• Last 12 months: Payments collected over the past 12 months.
• Custom range: Select a specific start date and end date.

Each column in this report can be used to sort the report. Click the arrows to arrange the report in ascending or descending order. The columns include: 

• Client: This is the client's name.
• Payment date: The date the payment was received. 
• Payout date: The date when the funds from this payment were included in a payout and deposited to your bank account.
• Status: The payment status. 
• Method: How your client paid. Learn more about payment methods. 
• Amount: Total the client paid. 

You can search for payment using the search bar in the top left.

View individual payment details

Reviewing payment details can help you confirm the payment method, verify when a payment was collected, and see which invoice it was applied to. This view also provides a timeline so you can track the payment’s progress from collection to deposit.

To view a specific payment, click a row from the payment list to open the details of that payment. This includes the payment's: 

• Transaction date: The date the payment was collected.

• Method: The payment method used (e.g., Card, e-Transfer, Cash).

• Applied to: A link to the invoice or quote associated with the payment.
• Card details: For card payments, the masked card number, expiry date, and cardholder name.

• Billing address: The address associated with the payment.

• Paid through: How the payment was collected. Methods include:

  • Jobber App
  • Employee Online Payment
  • Digital Wallet
  • Mobile Payment
  • Card Swipe
  • Automated Payment
  • Card Reader
  • Other

• Transaction number: A unique identifier for the payment.

• Additional details: Notes about how the payment was applied.

There is a timeline on the right side of the page that shows this payment's progress from when you collect it, to when it's deposited in your bank account. The stages are:

• Collected: The date and time when the payment was successfully received.

• On the way: Indicates when the funds are processing for payout.

• Deposited: Confirms when the funds have been deposited into your bank account.

The timeline updates as the payment progresses, providing clear visibility into each step.

Payouts tab on the payments list page

The Payouts tab displays the funds that have been deposited to your bank account from payments processed through Jobber Payments. This tab provides visibility into the timing, amounts, and details of each payout, including processing fees and related transactions.

To access the Payouts tab, click Payments in the side navigation, then select Payouts.

Payouts key metrics

At the top of the Payouts tab, you’ll see three summary sections:

• Processing: Shows the amount collected that is processing for a future payout. If you would like to access these funds sooner, you can click Get it now to initiate an instant payout to your bank account.
• On the Way: Displays the total amount that is currently in transit to your bank account. The visual bar chart shows a breakdown of payout amounts and dates to help you understand when you can expect deposits.
• Deposited: Shows the total amount deposited in your bank account for both the current week and the current month.

Filter and search the payouts list

Below the key metrics is a list of payouts. Each payout includes the following columns:

• Date: The date the payout was initiated. If a payout is still processing, the expected deposit date appears in parentheses.
• Type: Indicates whether the payout is Regular or Instant.
• Status: Displays the current status of the payout:
• On the way: The payout is processing and will be deposited soon.
• Deposited: The payout has been initiated and will be in your bank account within the same business day of this status changing. 
• Gross: The total amount of payments included in the payout before fees.
• Fees: The total processing fees and adjustments deducted from the payout.
• Net:The amount deposited into your bank account after fees have been deducted.

Use the Type, Status, and Date filters above the list to refine which payouts are displayed. You can also use the Email CSV button to email yourself a CSV file of the payout list for recordkeeping or reconciliation.

View individual payout details

To see the transactions included in a payout, click the arrow to expand a payout row. The payout details panel displays each transaction processed in that payout, including:

• Payments: Lists each payment included, along with the client name and transaction date.
• Refunds: Any refunds processed within the payout.
• Fees: Details about processing fees or instant payout fees deducted from the gross amount.
• Financing Repayments: If applicable, any financing repayments deducted from the payout.

Each transaction record includes a timestamp for reference.