Jobber Glossary

The Admin employee designated as the owner of the Jobber account and has rights to the account and information within it.
Learn about account ownership

Users who have full access to the account, including reports, integrations, and account billing.
Learn more about users in Jobber

Visits that do not have a scheduled time.
Learn more about jobs

Assigning employees to tasks on the calendar. For example, assigning employees to a visit on a job, or to a basic task.
Learn about assigning visits to employees

An item on the calendar that you can assign to employees and they can mark complete when done. Basic tasks are items you are not invoicing a client for.
Learn more about basic tasks

A feature in Jobber you can use to make multiple invoices at one time for jobs that are in ‘Requires Invoicing’ status.
Learn about batch invoice creation

A feature in Jobber you can use to email multiple invoices at once, or you can print the invoice PDFs and send by standard mail.
Learn about batch invoice delivery by email
Learn about batch invoice delivery by standard mail

A schedule you set on a job for how often the client is billed for the work.
Learn about job settings

Found on the right side of a client page, this is the record of balances, invoices, deposits, and payments specific to that client.
Learn about the billing history box

Colors you can assign to visits and basic tasks on the calendar based on who they’re assigned to, or certain words in their titles.
Learn more about calendar colors

Different formats you can view the calendar in. Jobber offers month, week, grid, maps, and list views.
Learn more about calendars

Record forms you can attach to clients or specific jobs for chemical applications done on the property.
Learn more about chemical tracking

Emails Jobber automatically sends to clients once a job is closed to thank them and collect feedback for your reporting.
Learn more about client follow ups

An online portal where clients can view their quotes, invoices, and work requests and pay for deposits and invoices online.
Learn more about Client Hub

Email or SMS messages Jobber automatically sends to clients to remind them of an upcoming visit. You can set how far in advance clients receive reminders.
Learn more about client reminders

Stands for client relationship management. These are tools you use to manage customer interactions and data.
Learn more about client management in Jobber

Stands for comma separated values. If you are importing clients or services and products to Jobber, the file will need to be in a CSV file format.
Learn about exporting clients in Jobber

Information fields that you can custom create to track information in your account. Custom Fields can be made on properties, clients, quotes, jobs, invoices, and employees.
Learn more about custom fields

On the map view, you can click on an anytime visit and select ‘Route From Here’. Based on an algorithm, Jobber will try to find the shortest route through properties.
Learn more about daily route optimization

PDFs you can print or email to employees with their assigned tasks for the day.
Learn more about day sheets

An item on the calendar that all employees can see on their schedules. You can use events for company-wide meetings or reminders.
Learn more about events

A cost or charge that is recorded by an employee. Expenses can be associated to a job, or be a general work expense.
Learn more about expenses

A button in the top right of all Calendar views, that allows you to show or hide different types of tasks.
Learn more about calendars

A type of billing where you invoice the client the same price over a period of time, no matter how many visits are done. E.g., You invoice the client$100 per month.
Learn more about invoicing

When you link Jobber to another software. Jobber has a variety of different programs that it can integrate with.
Learn about our Integrations

Areas on clients, jobs, quotes, and invoices where you can store notes and attachments visible to you and employees with permission to view these items.
Learn about notes and attachments

Calendar tasks Jobber generates based on how the job is set to invoice, to remind you to invoice a client.
Learn about client reminders

A bill you send to clients for services and products you provided.
Learn more about invoicing

A short description of the work to be done on a job.
Learn more about jobs

Customizable forms you can create that employees can fill out on visits for a job. E.g., A safety checklist to fill out on each visit.
Learn more about Job Forms