Home in the Jobber App Updated August 21, 2024 16:15

Overview

Home in the Jobber App has been redesigned with new experiences for both admin and non-admin users. Home now features a map of your daily appointments, and for admin users a to-do list of the tasks that require your attention. 

To navigate to Home, select the Home tab from the bottom navigation.

Anatomy of home in the Jobber App

There are three main sections of Home:

• Map and up next
• To do
• Discover

The top menu of Home has some important navigation options:

• More: Jobber app settings
• Activity feed
• Messages

Map and up next

Both admin users and non-admin users see a map of their daily appointments on Home. The map will be focused on the first appointment of the day, however scrolling through the daily appointments will show map pins for each appointment. 

Admin users will also see a total for the expected revenue for the day based on your visits. The daily revenue is calculated as follows:

• For one-off jobs, the daily revenue is calculated by summing up the line items on the job. If a one-off job has more than one visit or a visit that spans multiple days, the revenue is attributed to the final visit or day of the job and the other visits don't show a dollar value in the revenue tracker. 
• For recurring jobs, the daily revenue is based on the billing frequency for the job:
  • For visit based billing, the line items for all the visits happening today are summed up. 
  • For fixed price billing, these jobs are not included in the daily revenue tracker since the revenue for these jobs is not always attributed to individual visits.

Note: Deposits, discounts, or taxes associated are not included in the daily revenue totals. Daily revenue is associated specifically with visits although assessments also show up in the Today's Appointments section.

Your appointments in the Up Next section are listed in order of their schedule start time. Anytime appointments will appear at the end of the list after the scheduled appointments. If there are no appointments for today, then the map pin will show your company address. If you have not set a company address, then your location will be used.

To view all appointments, select View all to open Today's appointments.

Today's appointments shows the appointments for each team member and can be filtered by status (completed, active, and to go).

Each employee with assigned work for the day appears on this list, with each of their appointments on cards. If there is any work that is happening today that is not assigned to an employee, it will appear in a row at the bottom of the list under Unassigned. 

The cards on this page can be scrolled through by swiping left to see all the appointments for the day. Tapping on the card brings you to either the visit details or the request details, depending on the type of appointment. 

The cards display:

• If the appointment is completed, active, or still to go.
• Time tracked: when a timer is started on a visit, the logged time appears next to the clock icon.
• Time of the appointment: The appointments scheduled start and end time are displayed. When an appointment does not have a scheduled time (or is anytime) the time is displayed as unscheduled. 
• Title of the appointment: for visits, the details that appear in the title follow the visit title formatting that is set up from jobber.com in Settings > Work Settings. For assessments, the assessment title is displayed.
• Client name
• Appointment status:
  • Completed means a team member has marked this appointment as complete.
  • An appointment is late when the end time of the appointment has passed, but it has yet to be completed.
    • Note: an appointment being late does not reflect when a timer was started on the visit. 

To do

Admin users will see a to-do list on home. This is a list of items that require your attention in order to move them to the next stage of your workflow. The to-do items that may appear include:

• Review new requests: These are requests in "New" status. These requests have been submitted, but no action has been taken on them yet–such as scheduling an assessment, converting it to a quote or job, or archiving the request. Tapping this item from the to do list opens a list of your requests filtered by "New" so that you can review and action these requests.
• Assessments ready for quotes: These are requests where an assessment has been completed, but the request hasn't been converted into a quote or job, or archived if you aren't moving forward with the request. Tapping this item from the to do list opens a list of your requests filtered by "Assessment completed".
• Review changes requested (to quotes): These are quotes that have been sent to your client, but they have responded back requesting changes. These quotes need to be followed up on to review the changes the client has requested, then (if applicable) make the changes and send back to your client for approval. Tapping this item from the to do list will open a list of your quotes in the "changes requested" status so you can review these quotes and get back to the client about the change they're asking for.
• Schedule approved quotes: These are quotes that have been approved either by the client or internally. The next step is to convert these quotes to jobs. Tapping this item from the to do list will open a list of your quotes in "approved" status that you can go ahead and convert them into a job. Creating the job is where you'll set up a schedule for the quoted work.
• Review jobs needing action: These are jobs that are still open, but no longer have any upcoming visits. Tapping this item from the to do list will open a list of your jobs in "action required status". The action that is required here is to either close the job (if it's done), or schedule more visits (if there is still work to be done).
• Invoice completed jobs: These are jobs that have an active invoice reminder. Creating an invoice for this job will remove it from this status.  Tapping this item from the to do list will open a list of your jobs in "requires invoicing status". The next step for these jobs is to generate invoices for them. 
• Follow up on past due invoices: These invoices have an outstanding balance and their payment due date has passed. Tapping this item from the to do list will open a list of your invoices in "past due" status. You may wish to reach out to the client to follow up on their overdue payment, either manually or automatically with invoice follow-ups. 

When an item is considered urgent, it will be highlighted and moved to the top of the to do list. Tapping an item on the to do list will open the list of work items that fall into that status so that you can review and action these items.

Discover

The discover section is visible for admin users and has information about some of Jobber's features that you may find helpful for your business. Here you'll find information about client hub, our self-serve portal where your clients can approve quotes, confirm their appointments, and pay online. You'll also see a link to our Facebook community which is full of home service pros. The Facebook community is a great place to bounce ideas off other business owners or learn about how others in your industry are working. 

To dismiss the discover section, tap the X to the right of the Discover heading. 

If an issue arises and you need to get into contact with Jobber's support team, tap Need Help? to open your support options. This is where you can start a chat with Jobber's award-winning Support Team, check out our Help Center, or view instructional videos from our support-focused YouTube channel. 

Activity feed

From the Home tab, tap the Bell Icon in the top right to open activity feed. Activity feed shows what  your team members have been up to both in the field and office. Having this in the app gives you oversight into your team's activities while you're on the go. 

Notifications in activity feed are triggered by the following actions:

• Users: Users clocking in and out.
• Clients: When clients are created, deleted, archived, and unarchived as well as when CSV imports are started and completed.
• Requests: When requests are created, converted, and deleted.
• Quotes: When quotes are created, sent, changes are requested, converted, and deleted.
• Jobs: When jobs are created and deleted as well as when visits are completed.
• Invoices: When invoices are created, sent, and deleted.
• Payments: When payments are created.
• Notes: When notes are created and deleted.
  • If an image attachment is added to the note a preview also appears in activity feed. The supported file types for the preview are .jpg, .png, and .tiff.
• Cards: When a client saves a card on file.

Tapping on the items in activity feed that have been created or sent will bring you to that item to view it. If an item has been deleted, it will appear greyed out in activity feel and won't be tappable since the item no longer exists. 

Note: Activity feed in the app follows the same filter customization that is set up in jobber.com. This means if you have certain items filtered out of the activity feed online, they also won't appear in the app. To update the filters, log into getjobber.com > Bell Icon > Customize Feed.

More: Jobber app settings

To view the settings menu in the Jobber App, tap More from the bottom menu. This is where you'll be able to view and edit your settings, learn more about apps and integrations, and access Payments information (including signing up for Jobber Payments).

The options from the settings menu are:

• Profile: This is where you can manage your personal user settings in the app, including your name, email address, and mobile phone number. This is also where you will find options to send yourself a password reset link or to permanently close your Jobber account. 
• Company details: Admin users can change the company name used in Jobber, the company email address, company phone number, company website URL, and company address. Outside of the app, these settings can be found in jobber.com in your company settings. 
• Notifications: Admin users will have options to manage their push notifications including:
  • Today's schedule changed
    • This includes notifications for new request assessments, tasks, or visits that have been added, removed, deleted, or rescheduled from today's schedule.
  • New request
    • Notification for when a client submits a new booking request.
    • Only admins will receive a push notification.
  • Client message
    • New text message from a client. These can be viewed in the message center if you are using two-way text messaging.
    • Only admins or users with two-way text message permissions will see these notifications. 
  • Client viewed quote
    • When a client has opened a quote in client hub for the first time
    • Only admins see this notification.
  • Learn more about push notifications.
• Subscription: If you've decided to move ahead with Jobber at the end of your 14-day free trial, you can subscribe to any of our monthly plans conveniently right in the Jobber App. Learn more about Subscription in the Jobber App.
• Support: If you need to reach Jobber's Support Team while on the go, a live chat can be started through the app, or you can access our Help Center (that's where you are right now!), or watch videos from Jobber Help Center on YouTube. Support is also where you can copy your device diagnostics to help Jobber's support team troubleshoot app issues. 
• Refer a friend: Send your referral link to a friend. When you refer a friend to Jobber, they get a free month and VIP treatment from our team because you referred them. You help a fellow entrepreneur be more successful–and you get a little something too! Account owners will receive a free month of Jobber for every successful referral. If you are not an account owner (admin users and non-admin users) and you refer Jobber, you will receive a $50 gift card for each successful referral. In both cases, the company that is referred to Jobber will get a free month! Through the app, there are many ways to share your referral code with your connections including email, SMS, Facebook, LinkedIn, and Twitter. Learn more about Referrals. 
• Product updates: Learn about Jobber's newest updates from our Product Updates website.
• About: This is where you can see information like the version of the Jobber App you're on, your email address, account time zone, and device information. You can also find links to our privacy policy and terms of service. 
• Switch franchise: If you have multiple Jobber accounts set up as a franchise, this is where you can go to switch between your account in the Jobber App. Learn more about Franchising (Adding Another Account).
• Logout: Sign out of the Jobber App and return to the login screen. 

User permissions and home

Admin and non-admin users have different home views. 

What do admin users see on home?

Admin users see the sections for:

• Map and up next (including daily revenue)
• To do
• Discover
• More: Jobber app settings
• Activity feed
• Messages (if you are using two-way text messaging)

What do non-admin users see on home?

Non-admin users see:

• Map and up next (including today's appointments, however the appointments that show are limited by their "schedule" user permissions)
• More: Jobber app settings
• Messages (if they have the two-way text messaging permission enabled)