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:
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:
It doesn't stop there! Even more insights and improvements will be added in the future, so stay tuned!
Introducing Jobber Copilot, your AI business coach, data analyst, marketing specialist, and Jobber expert! Just type in a question or prompt for instant assistance with the following:
To learn more about Jobber Copilot and for prompt ideas to get started, visit our Help Center.
Jobber Copilot is available to all Jobber accounts..
When reputation and trust are everything, Jobber helps you build the recognition you deserve, stay top of mind for your top customers, and makes it easy for them to refer you hot leads.
To learn more about the tools included in Marketing Suite, visit our Help Center.
Marketing Suite is available an an add-on to Core, Connect, and Grow plans in the United States, Canada, and the United Kingdom.
Each tool is also available separately.
Get more work from your customers and recover lost leads by using Campaigns to stay connected and drive new revenue opportunities. You can take it one step further by setting up fully-customizable automated campaigns that bring in new business 24/7.
The new automated “Win back lost leads” campaign template lets you automatically reach out to leads that you’ve sent a quote to, but weren’t able to work with. Pro tip: Offer a discount or special offer to make them consider you again. This gives you a chance to stay top of mind and convert your lost leads without the extra effort.
To learn more about Campaigns, visit our Help Center.
Campaigns is available as an add-on to Core, Connect, and Grow plans.
Now, you can assign a specific salesperson to quotes, jobs, and invoices, making it easier to track which team member closed the deal.
The salesperson performance report provides detailed insights, breaking down each salesperson's sent quotes, converted quotes, and conversion rate. This report helps you understand your team's sales impact, allowing you to recognize top performers and optimize your sales strategy.
For more information on tracking salespeople and the salesperson performance report, please visit our Help Center.
Salesperson attribution is available on Connect and Grow plans.