These links will cover some need-to-knows for how to get started working in the field and in the office.
In the Field:
Mobile training video
Get an introduction to the mobile app works with this article.
Quick Create in the App
Learn how to quickly create new items in the app. This includes clients, expenses, jobs, quotes, requests, and tasks.
Create a Shortcut
If you would prefer to use Jobber Online rather than the Jobber App, you can set up a shortcut to access Jobber Online from your phone.
In the Office:
Learn how to use our Work Request feature! You can create internal work requests to schedule your team when they need to visit a property to create a quote. Your clients can also submit work requests to you when they need some work done and you can then schedule and convert these work requests into a quote or job.
Learn how to create a quote and send it to your client for their approval before you begin the work.
Getting Started Videos
Invoicing & Batch Invoicing
Learn how to create and send an invoice. To create many invoices at once, learn how to use our batch invoice creation feature.
Learn how your clients can sign into their secure portal where they can request work from you as well as view their quotes and invoices.