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.
After much feedback, we're thrilled to finally introduce dark mode! Dark mode helps reduce eye strain and lets you work more comfortably for longer periods of time. Moreover, it helps extend your device's battery life and lessens glare and reflections on your screen.
At this time, this setting is only available when accessing getjobber.com through a computer or mobile browser. Click the ⚙️ Gear icon to switch between light and dark mode. Your eyes will thank you!
With Campaigns, you can set-up emails that will automatically be sent to your customers once they meet certain conditions. This will make running campaigns more efficient because you can set it up once and then let it run 24/7 in the background—bringing in new business for you.
With the automated ‘Re-engage past clients’ template and the ability to include or exclude customers with specific client tags, who have had specific products/services (line items), or job types (one-off/recurring), there are many possibilities. Some examples of campaigns you could automate are...
To learn more about Campaigns, visit our Help Center.
Campaigns is available as an add-on to Core, Connect, and Grow plans.
With Reviews, you can easily respond to your customers' reviews from Jobber by clicking ‘Generate response’. It will generate a unique response based on the content of the review. If needed, you can tweak the response or use the rewrite action before sending it off. Google favors businesses that respond to their reviews so be sure to show your customers that you appreciate their review!
Other updates to Reviews include the follow-up schedule changing to 3 and 5 days after the initial review request.
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.
You can now push customers, products & services, invoices, and payments to Xero. With a connection between your accounting and your operations management software, you control your entire business from one place. The integration can help you with: