These articles cover the basics of getting your Jobber account set up and are good first practices before you have a call with our product setup team. If you are someone who likes to self-teach and try things out yourself, this is a great place to start!
There are two main things to accomplish when getting started with Jobber:
- Getting your account set up, and
- Learning the Jobber workflow
First things first, let's get your settings ready.
Set up your account
These are the settings that will get your account set up and ready for work. Settings can be accessed by navigating to the top right corner of your screen and clicking the Gear Icon > Settings. You must be an admin user to access settings.
Step 1: Company settings— Add or edit company info that clients will see such as your company name, phone number, email, and address.
Step 2: Branding & set up PDF templates— Upload or edit your company logo as well as customize professional templates for quotes, invoices, and job.
Step 3: Personal settings— Add or edit personal details- name, email, password, and physical address.
Step 4: Tax rates— Add tax rates and location details for accurate accounting.
Step 5: Add your team— Have your whole team connected and working in sync.
Step 6: Get the Jobber App— Download the app so your team can view their schedule and log their time.
Step 7: Set up Jobber Payments— Unlock the ability to charge credit cards in the field or in the office.
Advanced account set up
Once you've made it through the basics, these are some next steps to finish getting your settings in order. These can wait until you're a bit more familiar with Jobber but are still good to do early on so that you have everything in place for when you're up and running with Jobber.
Step 1: Create custom fields— Custom fields allow you to store additional information on various items within Jobber. Using custom fields also adds extra columns to your reports so you can track everything in one report.
Step 2: Customize templates— Make the messaging that is sent via email and text message sound like you! Customize templates of the communications that accompany requests, quotes, invoices, and more.
Step 3: Sync data with QuickBooks— If you already have a QuickBooks Online account, sync it with Jobber to bring over your clients as well as products and services.
Step 4: Catalogue your products and services— Import your list of products and services, and manage your line items. Note: If you are syncing with QuickBooks you can skip this step since your products and services will already be in Jobber.
Step 5: Setup job forms— Get your job forms ready to go for when you start creating jobs.
Step 7: Get your routes ready— Learn how to route and optimize your daily route.
In the video below, Parker goes over the typical workflow in Jobber.
Step 1: Request— Requests are the first optional step in the Jobber workflow. They can be created either internally or submitted by your clients online. Requests can be converted to a quote or job depending on what your next steps are.
Step 2: Quote— Let your clients know what services and costs they're looking at. Create a quote and send it! Quotes can be viewed and approved online.
Step 3: Job— Set up a job with either a recurring or one-off schedule, assign your team, and enter your line items.
Step 4: Invoice— It's time to bill your client for services rendered. Create an invoice, send it off, and wait for that payment to roll in.
Step 5: Payment— Congrats! You've been paid. Now it's time to record it in Jobber.