Table of Contents
Overview
This article covers basic account set up. It is part of a series that covers 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!
If you are on a Connect or Grow Plan, follow along with this article. If you are on a Core plan, check out First Steps: Just for Core.
This article is part of a series to get you up and running with Jobber.
- Basic account set up (you are heređź“Ť)
- Advanced account set up
- Jobber workflow overview
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.
Time to complete: 5 minutes.
Step 2: Branding & set up PDF templates— Upload or edit your company logo as well as customize professional templates for quotes, invoices, and job.
Time to complete: 10 minutes.
Step 3: Personal settings— Add or edit personal details- name, email, password, and physical address.
Time to complete: 5 minutes.
Step 4: Tax rates— Add tax rates and location details for accurate accounting.
Time to complete: 10 minutes.
Step 5: Add your team— Have your whole team connected and working in sync.
Time to complete: 5 minutes.
Step 6: Get the Jobber App— Download the app so your team can view their schedule and log their time.
Time to complete: 5 minutes.
Step 7: Set up Jobber Payments— Unlock the ability to charge credit cards in the field or in the office.
Time to complete: 10 minutes.
Next step: advanced account setup
Now that you have the basics complete, it's time to move onto the advanced account set up or learn about the workflow in Jobber.