Table of Contents
Overview
Keep things running smoothly with home. A single place to monitor and act on the most time-sensitive aspects of your business.
Know exactly how your business is performing in one glance. The new home dashboard helps you stay focused on the most important and urgent work at hand so you can keep your business and team on track. Home is the landing page for admin users on both Jobber.com and the Jobber app. Learn more about Home in the Jobber App.
Home includes:
- Dynamic setup guide: Actions that will help you get your Jobber account up and running will be highlighted in this section.
- Today’s appointments: See how your team is progressing through their day, and through their current appointment, so you can get ahead of any delays.
- Jobber Payments: See exactly how much money is on its way to your bank and what’s available as an instant payout.
- Reminders: Appearing only when there’s relevant information, reminders highlights upcoming items that may need your attention, such as recurring jobs ending soon.
- Business performance: Keep a pulse on your business health. At a glance, see your revenue from the past 7 days and projected revenue for the next week.
Who can view home?
Home is the landing page for admin users in both Jobber.com and the Jobber app. Non-admin users have a different landing page on Jobber.com called dashboard where they can see an overview of their work (according to their permissions).
In the Jobber app, non-admin users have their own version of home. Learn more about Home in the Jobber App.
To access home from Jobber.com, select Home from the side navigation.
Dynamic set up guide
The dynamic set up guide uses the information you supplied while creating your Jobber account to get you started with actions in Jobber that align with your goals. The set up guide will prompt you to complete tasks that fall into three categories:
- Business essentials
- Personalizing
- Client experience
Today's appointments
Today's appointments breaks down your total appointments for the day, including visits, assessments, and tasks. Today's appointments can be displayed by visit or by employee.
From both the visit or employee views, there is a heading at the top of the today's appointments section of home that shows the dollar value of the day appointments, including:
- total appointments
- active appointments
- completed appointments
- overdue appointments
- remaining appointments
As your employees complete their work throughout the day, these dollar values will update as work moves from active to completed.
- For one-off jobs, the daily revenue is calculated by summing up the line items on the job. If a one-off job has more than one visit or a visit that spans multiple days, the revenue is attributed to the final visit or day of the job and the other visits don't show a dollar value in the revenue tracker.
- For recurring jobs, the daily revenue is based on the billing frequency for the job:
- For visit based billing, the line items for all the visits happening today are summed up.
- For fixed price billing, these jobs are not included in the daily revenue tracker since the revenue for these jobs is not always attributed to individual visits.
To switch between today's appointments views, select either Visit or Employee from the toggle.
Today's appointments by visit
From the Visits tab, today's appointments are organized by their status.
Below the heading, there is a breakdown of appointments in each category displaying the title and (if applicable) client name. For each appointment, you will see the profile picture of the assigned team members on the appointment. If one of the team members has a timer running for that visit, the time logged will appear next to their profile picture.
When a category has several appointments that can't all be displayed at once, the section can be expanded to view all appointments in that section.
Today's appointments by employee
From the Employee tab, under the heading, today's appointments are organized by the assigned team member.
Each employee's name will be a heading with their time for the day logged next to their name. When a timer is currently running, the clock icon will be moving.
When an employee has several appointments that can't all be displayed at once, their section can be expanded to view all appointments.
Reminders
The reminders section on home highlights important upcoming items that may need your attention. If there’s something to review you’ll see a card here with a quick link to review the details. This section only appears when there’s something to show, so you can focus on the tasks that matter most.
Reminders include:
- Jobs ending within 30 days: These are your recurring jobs that have an end date coming up within the next 30 days. These may be jobs to review to see if the client would like to renew their service or extend the work.
Business performance
The business performance section of home on Jobber.com is where you will find information about your expected revenue, including:
-
Receivables including:
- Total amount owed across all clients
- Number of clients with balances
- Top three overdue clients with overdue balances, including how much each owes and how much is late (in red)
- To view all clients who have outstanding balances, select View all to jump to the client balance summary report
- Upcoming jobs: This is your projected income for jobs scheduled for this week (including a trend compared to the previous week). Select Upcoming job to open the jobs list where you can view your recent and upcoming visits and their projected revenue, as well as a list of all your jobs.
- Revenue: This revenue reflects the value of sent invoices after discounts and before tax for the current month.
-
Upcoming payouts: If you have Jobber Payments enabled, under the Upcoming payments section of home you will see an overview that includes:
- Money on its way to your bank. Select View all upcoming payouts to open the Jobber Payments Payouts Report.
- Available funds for instant payouts. Select Get it now to initiate an instant payout.
- If you have not yet set up Jobber Payments, in the Payments section you will see information about Jobber Payments. Select Enable Jobber Payments to start the signup process so that you can get paid faster by accepting online payments.
Today's appointments
Today's appointments breaks down your total appointments for the day by status of the appointment:
- Total: This is the number of appointments for the day (including tasks, visits, and assessments).
-
Overdue: An appointment is considered overdue when the end time of the appointment has passed, but it has yet to be completed.
- Note: an appointment being late does not reflect when a timer was started on the visit.
- Active: These are appointments where the current time of day falls within the scheduled appointment time.
-
Remaining: these are appointments that are yet to go, including anytime visits.
- Note: Since anytime visits don't have set start and end times, they will show as remaining until completed.
- Completed: These are appointments where a team member has marked the appointment as complete.
On each appointment for the day, the assigned team member's profile picture is displayed to indicate which users are assigned to each appointment.