Jobber Glossary
What is the Jobber glossary?
Find definitions for commonly used words in Jobber.
Account Owner
The Admin employee designated as the owner of the Jobber account and has rights to the account and information within it.
Admin Employees
Employees who have full access to the account, including reports, integrations, and account billing. See 'Pro Employees' and Basic Employees' to learn about our other employee access levels.
Anytime Visits
Assignment
Assigning employees to tasks on the calendar. For example, assigning employees to a visit on a job, or to a basic task.
Basic Employees
Employees who can access Jobber through the app to view their schedule. See 'Pro Employees' and 'Admin Employees' to learn about our other employee access levels.
Basic Task
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.
Batch Invoice Creation
A feature in Jobber you can use to make multiple invoices at one time for jobs that are in ‘Requires Invoicing’ status.
Batch Invoice Delivery
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.
Billing Frequency
A schedule you set on a job for how often the client is billed for the work.
Billing History
Found on the right side of a client page, this is the record of balances, invoices, deposits, and payments specific to that client.
Calendar Colors
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.
Calendar Views
Different formats you can view the calendar in. Jobber offers month, week, grid, maps, and list views.
Chemical Treatment Tracking
Record forms you can attach to clients or specific jobs for chemical applications done on the property.
Client Follow Ups
Emails Jobber automatically sends to clients once a job is closed to thank them and collect feedback for your reporting.
Client Hub
An online portal where clients can view their quotes, invoices, and work requests and pay for deposits and invoices online.
Client Reminders
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.
CRM
Stands for client relationship management. These are tools you use to manage customer interactions and data.
CSV
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.
Custom Fields
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.
Daily Route Optimization
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.
Day Sheets
PDFs you can print or email to employees with their assigned tasks for the day.
Event
An item on the calendar that all employees can see on their schedules. You can use events for company-wide meetings or reminders.
Expenses
A cost or charge that is recorded by an employee. Expenses can be associated to a job, or be a general work expense.
Filters
A button in the top right of all calendar views, that allows you to show or hide different types of tasks.
Fixed Price Billing
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.
Forms and Checklists
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.
Integration
When you link Jobber to another software. Jobber has a variety of different programs that it can integrate with. View our Integrations.
Internal Notes and Attachments
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.
Invoice Reminders
Calendar tasks Jobber generates based on how the job is set to invoice, to remind you to invoice a client.
Invoices
A bill you send to clients for services and products you provided.
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