Table of Contents
Overview
In this quick, three minute video, Sarah walks you through a quick demo of the workflow in Jobber. Feel free to pause this video and follow along!
Workflow in Jobber
Your workflow is the step-by-step progression of your work from start to finish. Or mid-point to finish. What your workflow looks like might vary from project-to-project, but requests, quotes, jobs, invoices, and finally payment are the building blocks of your workflow in Jobber. You don't need to have all these steps in your workflow, but they do typically fall in this order:
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.
Additional resources
If you are looking for more resources to hit the ground running with your Jobber account, check out these articles.
First Steps– This set of articles goes over the basics of getting your settings enabled. If you are on the Core subscription, check out First Steps: Just for Core for a guide tailored to the features on your account.
Jobber Help Center on YouTube– Do you like learning by video? Check out our YouTube channel to see tutorials on different features in Jobber.
How to Get Help– If you have any questions, let our Success Team know and they will help you out!
Overview–How Jobber Works for Different Roles in a Company– These guides cover different roles in a company and the corresponding Jobber features that different users will use in their day-to-day.
The Grow Plan– Learn more about our Grow Plan and how to pull together all the plan's features to scale your business with powerful sales and marketing automation tools.
This video hosted by Graham Audenart, Owner of Painters Enterprise illustrates the suggested workflow in Jobber and how Jobber works for Graham. One of the features called out in this video is Optional Line Items which is available as part of Quoting on the Grow Plan.