Set Up Jobber Payments in the Jobber App Updated January 29, 2025 21:08

Overview

Fast, simple, convenient payments with no hidden fees.

Jobber Payments is our fully integrated payment processing platform. It allows you to accept credit card transactions in person with the Jobber app or card reader as well as payment options for clients to pay online or for cards to be saved and charged. Having Jobber Payments enabled also gives you access to automatic payments. Studies have shown that having an option for your clients to pay online means that you can get paid up to 4x faster than with a check. 

You can sign up for Jobber Payments and manage your settings, in both the Jobber App as well as Jobber.com. This article covers setting up Jobber Payments in the Jobber App, as well as your Jobber Payments settings in the app. 

Jobber Payments must be set up by the account owner.

What is Jobber Payments

Jobber Payments offers:

• A convenient payments option for your clients to make online payments through client hub
• The ability for both you and your clients to securely save credit cards on file. You can charge these as needed or set them up to bill automatically on a recurring basis
• Quote deposits can be paid internally by the client's saved card or by the client making a payment online
• Reports on transactions processed through Jobber Payments and payouts to your bank
• Refund processing directly within Jobber
• A card reader to collect payments in person that is compatible with Apple Pay and Google Pay
• A tipping option for your clients

Jobber Payments can process all major debit and credit cards. That means as long as it has a Visa, Mastercard, Amex, or Discover logo on it you can accept the card. When making a payment through client hub, clients can also choose to pay their invoice with Apple Pay or Google Pay. With Jobber Payments the minimum payment is $0.50.

Jobber Payments is available in the UK, US, and Canada. This article goes over setting up Jobber Payments in North America. To learn more about Jobber Payments in the UK, check out Setting up Jobber Payments in the UK.

Set up Jobber Payments in the Jobber app

Start by signing into the Jobber App, then select More from the bottom menu, then select Payments.

Next you'll be presented with a screen that covers some of the benefits of using Jobber Payments. Select Get Started to begin the set up process. 

There are three steps to set up Jobber Payments in the Jobber App:

1. Verify your phone number   
2. Add your business details
3. Connect your bank account where you will receive your payouts 

Verify your phone number

First you will be asked to verify your phone number, this will be used for two-step verification when taking certain actions with Jobber Payments as a security measure. Learn more about two-step verification for Jobber Payments. 

Enter your mobile phone number, then select Send Code.  

We will send a 6 digit code to the number entered. Once you've received the text message, enter the code on the verification code line, then select Verify.

Two-step verification is an extra layer of security to protect your Jobber account and uses your trusted mobile phone number to protect certain actions that are associated with Jobber Payments. With two-step verification, when making important changes to your Jobber Payments settings or following an unusual login you will be required to enter a verification code that is sent to your mobile phone via text message. While two-step verification is not required on every login, having to enter a code when making sensitive changes prevents anyone else from making changes to your account even if they know your password. This adds an additional level of security to your Jobber account. 

Two-step verification can only be set up by account owners.

Learn more about Two-Step Verification for Jobber Payments.

Add your business details

Next is the business verification step which includes collecting information about both your business as well as a representative for your business. Select Continue to start adding business details.

The fields required include:

• type of business - Learn more about types of businesses and what information is required for each business type
• legal name (first and last names) 
• email address
• date of birth
• home address
• phone number
• your business website (If you don't have a website, you may use your social media page or enter a product description)

Connect your bank account

Next is connecting your bank account. This is where the funds collected through Jobber Payments will be automatically deposited according to your payout window. There are two methods to connect your bank account:

1. Connect with Plaid
2. Enter details manually 

You’ll be able to start charging cards without entering a bank account, however to receive the funds you will need to connect a bank account so we know where to deposit the transactions you've processed.

Note: if you don’t connect a bank account for Jobber Payments within 90 days of signing up for Jobber Payments, the funds will be automatically refunded. 

Connect with Plaid

If you select the option to connect with Plaid, you will be prompted to select your financial institution from a list, then asked to enter your username and password for your online banking.

Note: If your financial institution does not appear in the list, you will need to connect your bank account to Jobber Payments manually. 

Once you've signed into your online banking, Plaid will ask which account you want to connect to Jobber Payments, select your Checking account, then select Continue.

Note: Jobber Payments must be connected to a checking account, not savings. 

Next, review your selected account and check the box for I have read and accept the terms and conditions. Then select Connect account information.

That's it! Once your bank account is connected to Jobber Payments, you're all set to start collecting payments. You will see a "Welcome to Jobber Payments" screen and a push notification letting you know you're ready to go. From the welcome screen, tap Finish to end the set up.

Please note that your first collected payment will initiate an authorization period. In Canada and the US, there is a period of 5 business days to authorize your account and send payments to your bank account. After the initial authorization period, your payouts will be within 2 business days. 

Learn more about
Jobber Payments Payout Windows

Enter details manually

If you don't use online banking, or your financial institution isn't supported by Plaid you can connect your bank account to Jobber Payments manually.

You will be prompted to enter your full name, transit number, and account number. 

• Your routing number is normally the first 9 digits on a check from your bank.
  • Note: Some Canadian financial institutions combine the routing number and institution number. If this applies to you, enter the routing and institution numbers together in the routing number field.
• Your account number is normally the second set of numbers (usually 10-12 digits) on a check from your bank.

Once all your information is entered, select Connect Account.

Note: If you are connecting your bank account manually, it is possible in the future we will need to verify your bank account. In that situation, we will ask you for a void check to verify your bank details. 

That's it! Once your bank account is connected to Jobber Payments, you're all set to start collecting payments. You will see a "Welcome to Jobber Payments" screen and a push notification letting you know you're ready to go. From the welcome screen, tap Finish to end the set up. 

Please note that your first collected payment will initiate an authorization period. In Canada and the US, there is a period of 5 business days to authorize your account and send payments to your bank account. After the initial authorization period, your payouts will be within 2 business days. 

Learn more about
Jobber Payments Payout Windows

Manage Jobber Payments Settings in the Jobber App

Once Jobber Payments is set up, you will be able to manage your Jobber Payments settings directly in the app by navigating to More > Payments.

Payments in the app is also where you will see the dollar value of your expected payouts as well as the funds currently in transit to your bank account.

The Jobber Payments settings in the app are:

Payment Options

• Card payments (such as credit and debit)– Your Jobber Payments rate is determined by the Jobber subscription plan you are on. The fees you pay per card payment transaction are displayed in this section along with the logos of the types of cards you can accept such as Visa, MasterCard, or AmEx as well as Apple and Google Pay.
  • Note: If you are on a plan where you have a different rate for American Express (AmEx) transactions, there is a toggle for Accept American Express payments. When this is turned off, your customers will not be able to pay via American Express.
• ACH bank payments–This feature is available in the US only. When the ACH limit is exceeded, Jobber will automatically disable ACH bank payments as an option on invoices and quotes. Learn more about bank payments (ACH). 

Quote preferences

• Accept quote deposits on client hub –This setting will give clients the option to pay a quote deposit online through client hub. When this setting is turned OFF, there is no online payment option for quotes in client hub.
• Require payment method to be saved on file –This setting automatically saves a card on file for future use when your client pays a quote deposit. Learn more about Saving and Charging Payment Methods with Jobber Payments.
• Default payment options – You have the option to select which payment methods you'll accept for quote deposits. Your selection here sets the default for all quotes. The options are:
  • Both card and ACH bank payments
  • Card payments only
  • ACH bank payments only

Invoice preferences

• Accept payments on client hub–This setting controls the option for clients to pay invoices online through client hub. When this setting is turned OFF, there is no online payment option for invoices in client hub. 
• Accept tips from clients–Use this setting to prompt clients to add a tip when paying in client hub. Tips are a global setting so when enabled it applies to all clients and will be an option on any invoices awaiting payment. After signing up for Jobber Payments, tip collection is defaulted ON for the following industries, but tipping can be enabled or disabled in your settings at any time:
  • Residential cleaning
  • Pool and spa service
  • Window washing
  • Handyman
  • Pressure washing 
  • Lawn care & lawn maintenance
  • Junk removal
    Learn more about Tip Collection with Jobber Payments
• Default payment options– You have the option to select which payment methods you'll accept for quote deposits. Your selection here sets the default for all quotes. The options are:
  • Both card and ACH bank payments
  • Card payments only
  • ACH bank payments only

Notifications

• Get notified of payments by email– When this setting is enabled, a payment notification email will be sent to all of the admin users in your Jobber account. These emails are triggered when a quote deposit or an invoice is paid by one of your clients, not when payments are manually entered.
• Send email receipts to clients– When this setting is enabled, your clients will be sent a confirmation email following a successful quote deposit or invoice payment.

Disable Jobber Payments 

Select Disable to remove the option for your clients to pay online on any quotes and invoices. Before you go, you'll be prompted to select the reason you're disabling Jobber Payments. Once you've made your selection, tap Submit.

Once Jobber Payments is disabled, when navigating to the Payments screen in the app you'll see the option to turn Jobber Payments on again.