It's now easier than ever to manage your quotes. New key metrics provide insight into how your quotes performed over the last 30 days. Trend percentages help you compare these numbers with the previous 30-day period. Plus, see the dollar value of sent vs. converted quotes so you know how much work you're winning.
We've also updated the quotes list to make it easier to navigate. Your detail columns now take up the entire page width for better visibility. With more sorting options and improved filtering, you can find what you need even faster.
Our new design is now officially here to stay! We know this was a big change, and we thank you for your feedback over the last few weeks. We’ve made the following adjustments:
The new design is the first of many enhancements focused on helping improve your experience with Jobber. Please keep sharing your feedback with us!
To provide you with more insight into your client base, we've added new metrics on the Clients page.
All Jobber accounts will show the number of clients added year-to-date and new clients added in the last 30 days. Plus, a trend indicator shows how this compares to the previous 30-day period. For Grow accounts with lead management access, you'll also see the number of new leads added in the last 30 days, along with a trend indicator.
These key metrics provide valuable insights, helping you stay on top of your business's health.
With Reviews, your preferred customers will receive a review request after their invoice has been paid. Now, they will also get a follow-up the next day if they do not click the review link from the initial message they received. This automatic review follow-up will remind them to take action and lead to more customers leaving a review for your business.
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.
The new home view helps you stay focused on the important work at hand so you can navigate through your day more smoothly. At a glance, see your upcoming appointments on the map, or handle pending tasks in your new to-do list. Plus, the app has been refreshed with sleek, contemporary visuals and a more streamlined design that makes it even easier to use.
Keep an eye out for more updates coming soon that will further simplify and improve your experience with the app!
You can now include custom fields in the visits report to keep track of details specific to your business, such as budgeted labor hours or type of work. The added flexibility allows you tailor the report for extra insight into your business operations.
Note: some functionalities found in the visits report (legacy) are currently unavailable in the new visits report. The visits report (legacy) will remain accessible while we integrate additional features into the new report.
Clients can now submit up to 4 images with their work request. With this extra information, you can better assess the scope of the work to ensure the right expectations are set with the client.
Image uploads are optional by default for all accounts but can be set to mandatory if you require images. If the client has submitted images with their work request, the images will appear as a note on the request.
To learn more about online booking, visit our Help Center.
Requests is available on Core, Connect, and Grow plans.
Jobber Marketing Tools make it easy to whip up powerful email campaigns and put Google reviews to work for your business. Run your marketing from the same place you run your operations with built-in tools that are designed to work seamlessly in Jobber.
Keep your customers coming back with Campaigns. Whip up email campaigns in no time with editable templates that include your logo. There’s no limit to the number of campaigns you can make, or the amount of clients you can email. Plus, you can target specific clients to make sure you say the right thing to the right people.
Get more reviews with Reviews. Build up your online reputation and improve your visibility on Google with positive reviews from your customers. Automate review requests to your preferred customers after their invoice is paid, so you can focus on your work.
To learn more about Marketing Tools, visit our Help Center.
Campaigns is available an an add-on to Core, Connect, and Grow plans. Reviews is available as an add-on to all plans in the United States, Canada, and United Kingdom.
CallRail is a call tracking and analytics software that helps you to understand which marketing efforts bring in the most leads and convert to paying jobs.
With the new CallRail integration, each inbound phone call you receive will create a new lead or sync to an existing client in Jobber. You’ll see their contact information, lead source, and a timestamped record of every phone call automatically in the client’s profile.
Available on Core, Connect, and Grow plans in the United States.
You can now offer assessments as a bookable service for your customers. When setting up your bookable services for your online booking page, you will specify if the service should be booked as an assessment or a job. This will help cut the back and forth between you and your customer and ensure your reporting is accurate for assessments and jobs.
To learn more about online booking, visit our Help Center.
Online booking is available on Connect and Grow plans.