Stay on top of your business performance using the new business health dashboard on the mobile app. Now, service pros can assess critical metrics like new clients, quote conversion rates, job value, and invoice total—all while on the go.

The dashboard displays data and trend arrows to show whether key metrics have improved or declined since the previous period so you can quickly spot opportunities or address issues. Whether you're in the field, in a work vehicle between jobs, or at the office, you can track business health instantly and easily from the Jobber app.

For more information on the business health dashboard on the mobile app, please visit our Help Center.

The new custom automation builder helps you save time by removing manual administrative tasks that keep work moving. Build and set your automations once, and Jobber will handle the rest.

With advanced customization capabilities, you can specify the timing, triggers, and conditional statements that set off actions. You can automate sending targeted texts and emails to ensure clients respond to your quotes and invoices, tag clients with custom tags for better organization, and update quote statuses to keep your work in order.

For more information on the custom automation builder please visit our Help Center.

The custom automation builder is available on the Plus plan.

With the lead source field on the client profile, you can track where your customers are coming from. There is a list to get you started, but you can also save your own custom lead sources. Plus, coming soon—if you use UTM tags on your request form or online booking link, Jobber will automatically record the source and campaign details to save you time and give you even deeper insights!

As you start tracking lead sources over time, you'll see what your top performing sources are on your marketing dashboard. You can also view and export this data from the client contact info report.

To learn more about how lead attribution works, visit our Help Center.

Lead attribution is available on Core, Connect, and Grow plans.

Stay connected with your clients over the holidays with Campaigns. Using the “Holidays” template, you can send holiday greetings to your clients to let them know you're thinking of them. These campaigns can also be a good opportunity to communicate holiday hours and closures or promote relevant offers.

To learn more about Campaigns, visit our Help Center.

Campaigns is available as an add-on to Core, Connect, and Grow plans. Campaigns is also included in Marketing Suite.

With Referrals, you can get a more detailed look into a client's activity with your referral program. You can see which leads your client referred, which leads resulted in a job, and the associated revenue of that job. Additionally, you can see how many credits have been earned, are pending or applied, and their credit balance.

To learn more about Referrals, visit our Help Center.

Referrals is available as an add-on to Core, Connect, and Grow plans. It is also included as part of the Marketing Suite.

You can now enable partial payments on invoices, allowing clients to make multiple payments through Client Hub.

To enable this feature, go to Invoice Payment Settings below the invoice total when creating an invoice and toggle on partial payments. Clients can then make smaller payments over time and split payments across multiple methods—helping you get paid faster and smoothing out your cash flow.

For more details on partial payments, visit our Help Center.

With Reviews, you can customize if and when review follow-ups are sent to your customers. You can adjust how many days after the initial request you'd like to send a follow-up to your customers. You can also choose to turn off follow-ups altogether if you prefer.

To manage your follow-up preferences, click 'Manage' from the Reviews dashboard and select the follow-up you want to customize. From there, you can adjust the timing or turn it off by using the toggle.

To learn more about Reviews, visit our Help Center.

Reviews is available as an add-on to all plans in the United States, Canada, and United Kingdom. It is also included as part of the Marketing Suite.

Got a minute? That's all you need to create and publish a personalized, professional website for your business. You'll save time and money because Jobber fully hosts your website and comes with a free subdomain you can use immediately.

Your website comes out of the box with all the essentials you need:

• Key business information: Tell customers about your business by including your service area, the services you offer, and any frequently asked questions
• Lead capture: Your request form is included so you can capture all the details you need to convert inquiries into quotes faster
• Social proof: Showcase your customer reviews from Google to instill confidence in your business
• Reporting: Monitor your lead conversion by tracking your website visitors and requests over time
• Coming soon: Show customers the quality of your work by showcasing a gallery of your previous work

To learn more, please visit our Help Center.

This feature is available on Core, Connect, and Grow plans.

At the top of the invoices report, you'll now find a chart showing the total dollar value of invoices issued and paid. The date range of this chart automatically adjusts based on your selected date range in the report.

For a deeper dive, hover over each bar to see a breakdown of your invoice data and easily spot if you have invoices with payment outstanding. These new visuals provide valuable insights into your cash flow, allowing you to identify gaps in payment quickly.

For more information on the invoices report, please visit our Help Center.

Welcome to your new home! Know exactly how your business is performing in one glance and stay focused on the most important work at hand so you can keep your business and team on track.

Thanks to your feedback, we have made the following improvements:

1. We've brought back the requests, quotes, jobs, and invoice summaries so you can quickly identify areas that need attention
2. You can now view your daily appointments by employees or by visits to help you get a better pulse on your schedule
3. Track who owes you money and follow up with them more easily with the new recent overdue invoices section
4. Plus, performance improvements, enhanced insights, and more!

It doesn't stop there! Even more insights and improvements will be added in the future, so stay tuned!