The new team productivity report allows you to track your fieldworkers’ productive output and get insight into how each employee contributes to your business.

The report breaks down visits scheduled, revenue associated with those jobs, time tracked on jobs, and general time tracked per employee. Plus, with a calculated productivity metric (revenue/job time tracked), you can easily identify your most productive employees, empowering you to recognize top performers, provide targeted coaching, and optimize team efficiency.

For more information on the team productivity report, please visit our Help Center

The team productivity report is available on the Connect and Grow plans.

When a lead comes through your request form or online booking, Jobber will automatically record any UTM tags from the URL. If there is a UTM source tag, it will automatically become the lead source on the client's profile and be visible on your marketing insights dashboard. All other UTM tags will be recorded in the new client lead source report.

The client lead source report provides more insight into where your leads have come from and information on their respective quotes, jobs, and invoices. This report helps you understand which channels or campaigns drive the most revenue for your business. By leveraging these insights, you can then make more informed decisions about your marketing spend and strategy.

For more information on lead sources, please visit our Help Center.

The client lead source report is available on Core, Connect, and Grow plans.

Angi connects your business with the largest homeowner network, helping you get discovered faster and connect with homeowners looking for your expertise.

With the new Angi integration, all job requests are automatically synced to Jobber, giving you everything you need to respond to leads quickly. Jobber ensures your leads are matched to existing clients, keeping your client list accurate and duplicate-free.

No more wasting time sorting through records or juggling systems - Angi and Jobber work together to help you manage leads, win more jobs, and grow your business with ease.

Available on Core, Connect and Grow plans.

Ply is an inventory management software that simplifies inventory sourcing, purchasing, and management for contractors.

With the integration between Ply and Jobber, take the guesswork out of inventory management. Instantly access pricing, stock, and inventory details directly in Jobber, and reserve materials automatically when you book a job. Real-time syncing ensures material details for each job stay accurate, saving you time and reducing errors.

Available on Core, Connect and Grow plans.

The Requests page now has two key metrics to help you understand your business health at a glance. You'll see the number of new requests in the past 30 days and a conversion rate of how successfully requests are converted into quotes or jobs. Trends arrows for each metric help you gauge growth or decline from the previous time period.

These metrics make it easier to see how well you capture leads and turn them into opportunities without digging into detailed reports.

To learn more about the Requests page, please visit our Help Center.

Increase your quote conversion rate by using Campaigns to follow up on pending quotes. The automated “Close on pending quotes” campaign template lets you create a more professional-looking follow-up email to help increase your chances of landing that work.

You can set up as many of these automated campaigns as you'd like. Just be sure your timing complements any quote follow-ups you may already be sending.

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.

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.