Table of Contents
Overview
This article covers advanced account set up. If you haven't already completed the basic account set up, you might want to work through those steps first: First Steps: Basic Account Set Up.
If you are on a Connect or Grow Plan, follow along with this article. If you are on a Core plan, check out First Steps: Just for Core.
There are two main things to accomplish when getting started with Jobber:
- Getting your account set up
- Learning the Jobber workflow
This article is part of a series to get you up and running with Jobber.
- Basic account set up
- Advanced account set up (you are here📍)
- Jobber workflow overview
Advanced account set up
Once you've made it through the basics, these are some next steps to finish getting your settings in order. These can wait until you're a bit more familiar with Jobber but are still good to do early on so that you have everything in place for when you're up and running with Jobber.
Step 1: Create custom fields— Custom fields allow you to store additional information on various items within Jobber. Using custom fields also adds extra columns to your reports so you can track everything in one report.
Time to complete: 7 minutes.
Step 2: Set up templates— Make the messaging that is sent via email and text message sound like you! Customize templates of the communications that accompany requests, quotes, invoices, and more.
Time to complete: 15 minutes.
Step 3: Sync data with QuickBooks— If you already have a QuickBooks Online account, sync it with Jobber to bring over your clients as well as products and services.
Time to complete: 15 minutes.
Step 4: Catalogue your products and services— Import your list of products and services, and manage your line items. Note: If you are syncing with QuickBooks you can skip this step since your products and services will already be in Jobber.
Time to complete: 10 minutes.
Step 5: Set up checklists— Get your checklists ready to go to standardize how information is collected in the field. Checklists are customizable forms that can be attached to jobs and assessments.
Time to complete: 10 minutes.
Step 6: Set up notifications— Notify your clients when you are visiting their property, and send follow-ups for jobs, invoices, and (on select plans) quotes.
Time to complete: 7 minutes.
Step 7: Get your routes ready— Learn how to route and optimize your daily route.
Time to complete: 10 minutes.
Step 8: Set up online booking– Streamline your scheduling by letting leads and customers book an appointment with you online. New jobs will keep rolling in, while you remain in total control of what services and availability you offer online.
Next step: Learn the Jobber workflow
Now that you've completed the advanced account set up, learning about the Jobber workflow is the next step. Check out the 3 Minute Jobber Workflow Overview to learn about the workflow in Jobber.