Table of Contents
This guide is intended for users who mainly deal with the Jobber app and walks through their day-to-day workflow. This guide (along with the rest of the help center) is printable, so feel free to print off a copy to keep in your truck. Like anything printed though, make sure to check back so that you always have the most recent version handy.
This article for fieldworkers covers what you might need while out on the job site and covers your day-to-day workflow. For roles that involve invoicing and collecting payments while out in the field, there is a section that covers how to create invoices and collect payments. If your role involves some service manager or team lead responsibilities, there is a section that covers how to use the app to view your client list and job statuses. Since your work typically happens outside of the office, these features will cover the Jobber App.
Check out the Spanish PDF version of our Guide to Mastering the Jobber App.
This article is part of a series on how Jobber Works for Different Roles in a Company. This article covers the role of team members who are in the field doing the work, but check out our other articles that cover:
Clock in at the start of your day and then into any jobs along the way to prep your timesheet for the day. View your schedule for the day to see all your upcoming appointments for the day.
Start your day by clocking in
If you are working for a company that is tracking your time through the Jobber app, you will want to start your day at work by clocking in to the general timer. This can be found from the Time Sheet tab on the bottom of the app. From this page, tap Clock In. At the end of the day, you will return to this page to Clock Out.
Once time is logged, you can add a note to your recorded time by tapping on it.
View your schedule
Tap the Schedule tab from the menu on the bottom of the app. This is where you will see what is on your calendar for today. Jobs appear here as well as any tasks or requests where an assessment has been scheduled.
If you have permissions that allow you to use team view, you can see other colleagues schedules.
There are also different views of the schedule that display your day either as a list or on a calendar with time slots.
Doing the work
On the appointment
When you select one of the visits or assessments from the schedule, you will be able to see the visit details. This screen shows the property address where the visit is happening as well as icons to phone the client, get directions, and send them an "on my way" text message.
Note: If you cannot see the option to send an "on my way" text message, it's because the client doesn't have a text-enabled phone number.
You can also start a job timer from the visits page by tapping Start Timer. This records the time you spend working on this job specifically with this job instead of the general timer. When you are finished, you can stop the timer by pressing Stop Timer. When you stop the job timer, the general timer will start again automatically.
You can also view visit details like if there are instructions or add or view notes from the notes tab.
Adding a note
To record a note, tap the Notes tab and New Note. You can add a photo, video or upload documents using the Add Attachments button. Don't forget to save!
Fill out job forms
There might be a job form on some visits, which is a checklist or form to be filled out while you're at the visit. Tap on the name of the job form that you'd like to fill out.
When the job form opens, you will need to click Edit to start filling it out, then tap Save when you are done. There are also buttons for Email which emails the job form from this visit to the client and a button for Download where you can download a PDF version.
Stop the timer and complete the visit
Once you are done all the work on the visit, make sure to stop the timer if you started one and then tap Mark as Complete. When you stop the job timer, the general timer will start running again.
If you have permissions to create an invoice, you will then be prompted to either Create Invoice Now or Invoice Later. If you are not creating an invoice right now or don't invoice as part of your role, choose Invoice Later. This will put the job into "requires invoicing" status to flag this job so that an invoice can be created later or by another team member. Then tap the Schedule tab from the bottom menu to see what else is on the go for today.
End of day
When you are done work for the day, go back to the Time Sheet tab on the bottom menu. Tap the button to Clock Out. This stops the general timer for the day and ends any job timers that might be running.
Invoicing and payments
If your role also includes invoicing while out in the field, here is how to create an invoice and collect payment.
When a visit is completed, you will see a prompt to invoice, choose Create Invoice Now. The line items from the job will appear on the invoice, but you can tap edit to add or change the line items.
Tap the Collect Payment button to record how you've been paid for this invoice. If you are accepting credit card payments through Jobber Payments, you can charge the credit card with this option.
The More Actions button has options to send this invoice via email, text message, and collect a signature.
When collecting payment, if you have Jobber Payments turned on in your account, when you tap Collect Payment, you can select "Credit Card" as a method, and process a credit card payment through the app. Learn more about Jobber Payments in the App.
If your client is paying with cash or check, you can select these as payment methods to show that this has been collected from the client. For any other payment method, select "other". Once all the details been entered, tap Save.
If you are in a team lead or service manager role, where you're also working in the field you likely have some responsibilities that relate to staying on top of job progress and working with clients to resolve any inquiries they have about the work. One way to track progress is from the Clients tab in the app.
The Clients tab in the app shows clients that have recently had work done, which comes in handy for those times you know you've recently visited a client but can't quite remember their name or the details.
Beyond just clients, you can also view recently updated requests, quotes, jobs, and invoices. This client list shows to users who have the user permissions to view all clients, or the worker default permission (or higher).
The clients tab is located in the bottom menu in the app beside the quick create icon.
To search your client list in the app, tap Clients from the bottom menu.
The clients tab shows the 100 most recent clients or work items that have been recently updated in Jobber, but other items can be pulled up using the search.
These are the items that can be searched:
- Client name
- Client phone number
- Custom field entry
- Line item
- Quote/job/invoice number
- Subject or description
- Request titles
- Client notes
- Transaction number
To narrow down the list even more, different work items can be tapped from the top of the list to show only that type of item. For example, tapping Quotes would remove requests, jobs, and invoices from the list and only show quotes. The list will show the most recent 100 items of that type, but items beyond the most 100 recent can be pulled up from the search.
Note: The search results vary based on what item you've selected to search. For example, property addresses can only be searched when clients are selected.
The status for each item will show in the list, so you'll know at a glance which items will need to be followed up with including scheduling an unscheduled job.
Now that you've read about the features that support your role working in the field, it's time to get comfortable using them. Use this checklist to familiarize yourself with the tools that will support your day-to-day.
✅ Clock into the general timer in the app to start your day.
✅ View your schedule in the app and tap on a visit. Familiarize yourself with where to start a job timer, leave a note, as well as where to view and fill out a job form.
✅ From the visit, locate where to send an on my way message.
If you invoice as part of your role:
✅ Generate an invoice from a job.
✅ Familizarize yourself with collecting payment and how to change the payment method and amount.
If you're a team lead or service manager:
✅ Navigate to the clients list in the app and view your ongoing work.
Want some 1:1 help to get up and running with Jobber? Our product coaches can work with you and your team to ensure everyone is comfortable using Jobber for their roles. Start a chat with us or send us an email at email@example.com and we can get you booked in for a training session.