Table of Contents
Overview
This guide was put together with a Core subscription in mind. This article covers setting up your account and customizing your settings. Getting your settings in order first is important so that when you start sending out quotes and invoices, you have your company contact info, branding, and templates set up so that your communications sound like your company and your customers will know how to reach you. Entering details like your tax rates and your products and service list will set you up to create new work quickly and easily since everything will already be entered for you.
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: 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: 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. On a Core plan your rate is 3.1% +$0.30 per transaction.
Time to complete: 10 minutes.
Next steps: Learn the core account workflow
Meet Simon. He's going to tell you about how he uses Jobber throughout his work day, moving through each step of his workflow.