This guide was put together with a Core subscription in mind. These articles cover the basics of getting your Jobber account ready to go and introduces you to quoting, scheduling, and invoicing. 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.
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: 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 6: Catalogue your products and services— Import your list of products and services, and manage your line items.
Step 7: Get the Jobber App— Download the app so your team can view their schedule and log their time.
Step 8: Set up Jobber Payments— Unlock the ability to charge credit cards in the field or in the office. On a Core plan your rate is 3.1% +$0.30 per transaction.
These steps show the flow of work using the features available on a Core subscription.
Step 1: 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 2: Job— Set up a job with either a recurring or one-off schedule, assign your team, and enter your line items.
Step 3: 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 4: Payment— Congrats! You've been paid. Now it's time to record it in Jobber.