Table of Contents
Overview
This guide is designed for users with a Core subscription and will walk you through setting up your account and customizing your settings. Taking the time to configure your settings first ensures that your quotes and invoices reflect your company’s branding and contact information, making it easy for customers to recognize and reach you. By entering details like your tax rates and product or service list up front, you’ll be ready to create work efficiently—everything you need will already be in place.
There are two main things to accomplish when getting started with Jobber:
- Getting your account set up (which is covered in this article)
- Learning the Jobber workflow (which is covered in Core Account 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.
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: Business profile— 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: 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.
Time to complete:15 minutes.
Step 6: Catalogue your products and services— Import your list of products and services, and manage your line items.
Time to complete: 7 minutes.
Step 7: Get the Jobber App— Download the app so your team can view their schedule and log their time.
Time to complete: 5 minutes.
Step 8: Set up Jobber Payments— Unlock the ability to charge credit cards in the field or in the office.
Time to complete: 10 minutes.
Next steps: Learn the core account workflow
Meet Graham. He's going to tell you about how he uses Jobber throughout his work day, moving through each step of his workflow. He receives creates a request, which then becomes a quote, is scheduled into a job, then the job becomes an invoice, and the invoice gets paid