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Getting the Most From Jobber - Advanced Account Setup

Congrats! You've made it past the basics and have your account setup. These are the features we suggest exploring to take your Jobber account to the next level. 

Job forms

Learn how to create forms and checklists that your team can view and complete in the field. You can also download these forms or email them to your clients.

Notifications

Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work. 

Online Booking & Requests

Learn how to use our Online Booking feature!  Your clients can submit requests to you when they need some work done and you can then schedule and convert these into a quote or job. You can also create internal requests to schedule your team when they need to visit a property to create a quote.

Client Hub

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. 

Expenses

Learn how to record expenses and associate them with jobs, upload receipts, and indicate who they need to be reimbursed to. 

GPS Waypoint Tracking

See where your employees are with a GPS waypoint when they take certain actions such as starting/stopping a timer or marking a visit, assessment, or basic task complete. 

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