Meet Simon. He's going to tell you about how he uses Jobber throughout his work day, moving through each step of his workflow. He creates a quote, which is then scheduled into a job, the job becomes an invoice, and the invoice gets paid. Simon loves getting paid.
Core account workflow
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.