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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.

Client Follow-Ups

Have you finished up a job and want to send a follow up with your client? Learn how to send them an automated email for once the job is closed and even send them a survey!

Client Reminders

Want to remind your client that you will be coming to their property? Send them an SMS or email reminder.

Work Requests

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 into a quote or job. 

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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