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What is the activity feed?
Keep a pulse on the everyday activities happening in your business and stay on top of who is doing what, when, and where.
The activity feed gives you a real-time snapshot of everything happening in your Jobber account—all in one place. Whether a quote was approved, a payment was collected, or a team member completed a visit, the Activity Feed keeps you in the loop without needing to dig through individual records.
You’ll see a running list of updates as they happen, complete with details like who made the change and which client or item it relates to. It’s an easy way to monitor progress, stay organized, and keep your finger on the pulse of your business.
In this article, we’ll show you how to access the Activity Feed, customize what you see, and use it to streamline your daily workflow.
Activity feed availability
Activity feed is available on the Connect and Grow plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon then select Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
Note: Only admins can view the activity feed.
Bell Icon
You can find the activity feed option in the top right of your account displayed as a bell. When there is a new notification, it will be highlighted in red.
Clicking on the Bell Icon will open a sidebar where you can see the feed of updates.
Each activity feed notification displays:
- the team member who made made the update
- updated item (for example, if it was a client, quote, job, invoice, note, etc)
- client name (if applicable)
- item number (if applicable)
- Total (if applicable)
Note: The visit date shown for confirmed visits in activity feed follows the date format set up in your company settings.
Notifications
Notifications are triggered by the following actions:
- Timers: Users clocking in and out.
- Clients: When clients and leads are created, deleted, archived, and unarchived as well as when CSV imports are started and completed.
- Requests: When requests are created, submitted, converted (into a quote or job), and deleted.
- Quotes: When quotes are created, sent, viewed by the client for the first time, changes are requested, converted, approved, and deleted.
- Jobs: When jobs are created or deleted.
- Visits: When visits are confirmed as well as when they are completed.
- Invoices: When invoices are created, sent, and deleted.
- Deposits: When a deposit is collected, edited (such as added to an invoice), or deleted.
- Payments: When a payment is collected (either manually or through client hub), edited, and deleted.
- Automatic Payments: When automatic payments are collected, or when Jobber is unable to collect an automatic payment.
- Notes: When notes are created and deleted.
- Cards: When a client saves a card on file.
- Reviews: When a client leaves a review through Reviews | Marketing Tools.
Customize Feed
To select which items are shown in the activity feed, click the Bell Icon from the top navigation, then select Customize Feed.
To customize which items appear in the activity feed, use the toggles to enable or disable each type of notification.
Activity feed shows the most recent 100 notifications when unfiltered. You can add additional toggles to activity feed to narrow down which items are shown out of those 100 items.
The notification preferences are remembered for each admin user. This means that different admins can have different preferences for the kinds of notifications they see by default when they open the activity feed.