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.
Note: Optional line items are not available on Core.
Core account workflow
These steps show the flow of work using the features available on a Core subscription.
Step 1: Request— Requests are the first optional step in the Jobber workflow. They can be created either internally or submitted by your clients online. Requests can be converted to a quote or job depending on what your next steps are.
Step 2: 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 3: Job— Set up a job with either a recurring or one-off schedule, assign your team, and enter your line items.
Step 4: 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 5: Payment— Congrats! You've been paid. Now it's time to record it in Jobber.