Table of Contents
Overview
The jobs list is where you can view, track, and manage all of your scheduled and in-progress work in Jobber. From this page, you’ll see a complete list of jobs along with tools to filter, sort, and take action—so you can stay organized and keep your work on schedule.
To open the jobs list:
Sign into Jobber.com.
From the side navigation, click Jobs
At the top of the jobs list, you’ll also find key metrics that give you a snapshot of your work activity. These insights highlight trends like upcoming jobs and job progress, helping you understand what’s scheduled, what’s in progress, and what’s been completed.
Jobs are where work gets done—connecting to clients, quotes, invoices, and scheduling—so the jobs list is a central place to manage your workload, track progress, and keep your team on schedule.
Key metrics on the jobs list
At the top of the list are some key metrics to help you understand how your jobs are performing, including:
- Overview: This is the breakdown of all your jobs across different statuses.
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Recent visits: This is the number of visits with a scheduled start date within the last 30 days (including today) for all job types. The dollar value is the line items total for:
- One-off jobs with a last scheduled visit date in date range
- Recurring jobs with per visit billing x number of visits in the date range
- Recurring jobs with per visit billing with custom visit line items within the date range
- Recurring jobs with fixed price billing where an invoice reminder start date is in date range
-
Visits scheduled: This is the number of visits scheduled within the next 30 days (not including today) for all job types. The dollar value is the total of:
- One-off jobs with a last scheduled visit date within the date range
- Recurring jobs with per visit billing x number of visits in the date range
- Recurring jobs with per visit billing with custom visit line items in the date range
- Recurring jobs with fixed price billing where an invoice reminder start date is in the date range
Permissions note
In order to see the job key metrics, team members need the following user permissions:
- View all jobs
- Show pricing
Filter and search your jobs list
The jobs list gives you a list of your jobs, an overview, as well as buttons for actions you can take from this page. This page can be used to monitor the statuses of your jobs to make sure that nothing is slipping through the cracks.
You can filter the jobs list by:
- Status: Filters the list by status (such as active, requires invoicing, or late visits).
- Type: Filter by one-off or recurring jobs.
When the jobs list is filtered, the "All jobs" heading changes to "Filtered jobs" to indicate that the list only reflects jobs that match the filters.
The itemized list can also be sorted by clicking the ascending or descending arrows in these column headers:
- Clients
- First name (A-Z)
- First name (Z-A)
- Job number
- Next visit/schedule
- Status
- Total
The jobs list has columns for the property address as well as the next visit for the job and the schedule.
Actions on the jobs list
There are two actions you can take from the jobs list.
Creating a new job is the recommended action. You can do this by clicking the New Job button in the top right of the page.
From the More Actions button, you can select to Manage Job Forms. This option will take you to Settings > Job Forms where you can create new job forms and edit existing ones.
Job statuses
In addition to the overview, the status filter dropdown shows each of the job statuses as well as the number of jobs you have in each status.
The job statuses are:
- Active: Active jobs are the jobs in progress.
- Upcoming: These are jobs with future visits scheduled.
- Today: Jobs with visits scheduled today.
- Late: These jobs are active. They have visits where the scheduled visit date has passed, but the visit wasn't completed.
- Unscheduled: These are jobs that have visits created, but the visits have been set up to be scheduled later.
- Action Required: These are jobs that are still active, but they have no more upcoming visits. You can think of action required like being "on hold". Action required is a prompt to either schedule more visits or close the job.
- Requires Invoicing: Jobs that are in requires invoicing status have an overdue invoice reminder. This is a prompt to create an invoice for this job.
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Ending Within 30 Days: These are jobs that have an end date that falls within the next 30 days. After their end date, this job won't appear on the calendar anymore.
Note: This status refers to jobs (not visits) where the job duration is ending in the next 30 days. The end date of a job isn’t the date of the last visit, it’s the start date + the duration. - Archived: These are closed jobs that no longer need to be invoiced. These are the jobs that you are done with.