Running a trade, field, or home service business is no small feat. Whether you're a solo operator or managing a growing crew, juggling client requests, scheduling, quoting, invoicing, and payments can get messy fast.
That’s where Jobber software comes in.
Built as an all-in-one platform, Jobber helps streamline your day-to-day so you can focus on the work that matters. Whether you're managing jobs through the Jobber mobile app or coordinating with your team in the field, it’s designed with service pros in mind.
But what exactly is Jobber, and how does it work?
In this complete guide, we’ll walk through how to use Jobber step by step. From the first client request to the final invoice. You'll get a clear look at its core features, how it handles quoting and scheduling, and where it fits into your business toolkit.
Let’s get into it.
How to Get Started with Jobber: Client Requests and Website Tools
The first step in any service job starts with a client reaching out…
and Jobber makes that process seamless. With custom request forms that you can embed directly on your website, Jobber helps you capture new leads and job details in one smooth step.
Instead of juggling emails or phone calls, potential clients can submit requests online 24/7. You can customise the form to collect the exact info you need, from service type to location and availability. Once a request comes in, it lands straight in your Jobber dashboard, ready to be reviewed, scheduled, or quoted.
For businesses without a website, Jobber also offers a public booking link. You can share this on social media, in emails, or anywhere else your clients find you. Easy.
These website tools help you:
Look more professional and responsive
Cut down on back-and-forth
Start jobs with better, more accurate info
Whether you’re just starting out or upgrading your workflow, Jobber’s request tools make client intake simple and reliable.
Once a client submits a request through these forms, the information is automatically pushed into Jobber, and the client is redirected to their "Client Hub". This is a simple, user-friendly client portal where clients can view requests, quotes, appointments, and invoices all in one place.
How to Manage Requests and Schedule Jobs in Jobber
When a new client request comes in, you’ll receive an instant notification with all the submitted details. If an on-site assessment is required, you can easily create a visit, include any special instructions, and either schedule it right away or add it to a queue for later.
Jobber’s scheduling interface is one of its standout features. It’s intuitive and flexible, allowing you to:
View jobs by month, week, or day
Drag and drop events onto the calendar
Color-code jobs based on criteria like event titles or who the job is assigned to
Filter your calendar view to see just visits, tasks, or other event types
View jobs on a geocoded map or as a list (agenda view)
One handy feature is route optimization. You can manually arrange your stops on the map, or let Jobber automatically optimize the route based on your starting location and job addresses, helping you save time on the road.
How to Turn Client Requests into Quotes and Jobs in Jobber
After completing an on-site assessment, the next step is creating a quote.
Jobber shines here by allowing you to convert requests directly into quotes with just a few clicks, no need to re-enter client details or line items manually. You can select from different quote templates or build your own, and even add images and custom fields to make your quotes more informative.
While Jobber’s quoting tool isn’t the most sophisticated on the market, it does a solid job for many businesses. Some companies prefer to use specialized estimating software for takeoffs and then import those details into Jobber for quoting and client communication.
Once your quote is ready, you can save it and automatically send it to your client via email or text message. Clients receive a link to the Client Hub where they can easily review, request changes, or approve the quote by signing digitally.
After approval, converting the quote into a job is seamless. You maintain all the client and job details, and can schedule the job immediately or defer scheduling to later.
Using the Jobber Mobile App to Manage Jobs and Field Work
The Jobber mobile app gives your field team full visibility into job details while they’re on site. It’s designed to keep your crew informed and your workflow moving. With the app, your team can:
View their daily schedule and tap into full job details
Access line items, job notes, and instructions
Add notes or snap and upload photos directly from the job site
Use phone maps to navigate to each location
Send quick text updates to clients when they’re on the way
Track time manually or automatically with GPS check-in and check-out
Update job status and mark work as complete in real time
While Jobber’s mobile tools cover most job management basics, some businesses, especially those needing detailed photo records or advanced documentation, choose to integrate with tools like CompanyCam for extra functionality.
How to Use Jobber for Invoicing and Payments
After a job is completed, Jobber makes it easy to generate and send professional invoices. You can create invoices on the spot using the mobile app or later through the web platform. Jobber automatically pulls in job details, so there’s no need to start from scratch.
Invoices are sent to clients through the Client Hub. Clients can view their invoice, ask questions, and pay online. This reduces admin time and helps you get paid faster.
Jobber also offers built-in payment processing, so you don’t need to rely on third-party tools unless you prefer to. You can accept credit cards, debit cards, and ACH payments directly through the platform. For businesses already using external systems, Jobber provides the flexibility to integrate with your existing setup.
Together, these tools create a seamless flow from completed job to paid invoice, helping you keep your cash flow healthy and your operations simple.
How Much Does Jobber Cost? A Breakdown of Pricing and Plans
Jobber’s pricing can be a little tricky at first. It depends on two main factors: the plan you choose and the number of users in your business.
For solo operators, the Core plan starts at $39 USD per month when billed monthly. But as soon as you add a second user, you’re moved up to the Connect plan, which supports 2 to 5 users and starts at $169 USD per month.
That’s a big jump, your cost more than quadruples just by adding one extra team member.
This kind of tiered pricing is common in field service software, but it’s something to factor in as your business grows. The right plan depends not just on your current team size, but also on the features you need and how much flexibility you want.
Which Jobber Features Affect Your Pricing Plan
Here’s a quick overview of what features unlock at each plan level:
Core Plan: Basic CRM functionality, quoting, invoicing, and payments.
Connect Plan: Adds automated client notifications (one-way messaging) and access to Zapier integrations.
Grow Plan: Enables two-way text messaging, advanced quote customization (adding images and reviews), and custom automations.
Plus Plan: The most expensive, includes the marketing suite (reviews, email campaigns, referrals) and beta features like the AI receptionist.
While quoting is available on all plans, advanced customization features that many consider essential are gated behind higher tiers, which can be a sticking point for some businesses.
Boosting Visibility with Jobber’s Marketing Suite
Jobber’s Marketing Suite is designed to help field service businesses attract more clients and stay top of mind.
With features like custom email templates and client segmentation, you can send targeted messages based on job history, service type, or time since the last visit. These tools are especially useful for businesses looking to scale, nurture existing relationships, and stand out in a competitive local market.
These tools are especially useful for businesses looking to scale, nurture existing relationships, and stand out in a competitive local market.
Jobber Integrations and Automation: What Works and What Doesn’t
Integrations are essential for connecting your tools and cutting down on double-handling your data.
Jobber integrates with several key platforms, including QuickBooks and its own built-in payment processing. It also connects with Zapier, allowing for basic automation across other apps.
However, there are a few limitations to keep in mind:
Limited platform support: Jobber doesn’t currently integrate with more advanced automation tools like Make.com, which offer deeper control and flexibility.
Zapier access is basic: The Zapier integration covers only a subset of Jobber’s capabilities. To unlock full API access, you’ll need to be on the Plus plan.
Built-in automations are basic: Jobber’s native automation triggers are mostly date-based (like sending a reminder days after a quote is sent), so many teams rely on external tools to handle more complex workflows.
Customization has limits: While you can create custom fields, only a few data types are supported. Jobber also isn’t designed for full project management or inventory tracking, which might be a drawback for larger or more complex operations.
If your business depends heavily on deep automation or custom workflows, it’s worth considering how Jobber fits into your broader tech stack,or where it might need support.
Is Jobber Right for Your Business? Who It’s Best For
Jobber is an excellent choice if you’re:
A solo operator or small team just starting out
Looking for an easy-to-use, off-the-shelf software solution with quick setup
Needing basic digital marketing tools integrated with your CRM
Comfortable using additional software alongside Jobber to fill any gaps
The platform’s simplicity encourages quick adoption by your team, which is crucial for successful implementation. Complex platforms with too many features can overwhelm staff and lead to low usage.
On the other hand, Jobber might not be the best fit if your business is rapidly growing and requires extensive customization, advanced automation, or a tightly integrated tech stack tailored to unique workflows.
If you find yourself patching together multiple tools and struggling to make them work seamlessly, it might be time to consider custom software designed specifically for your business processes.
Conclusion
Learning how to use Jobber effectively can make a real difference in how you run your service business. From client management and scheduling to quoting and invoicing, Jobber brings all your key workflows into one easy-to-use platform.
It’s a strong choice for small teams looking for simplicity and speed. But it’s worth understanding the fine print, especially when it comes to pricing tiers, integration options, and automation limits.
If your business needs more custom workflows or advanced tools, Jobber might be a stepping stone rather than a long-term solution. In those cases, exploring custom software or more flexible platforms could help reduce friction and scale your operations more sustainably.
In the end, the right tool is the one that works for your team, fits your workflow, and frees you up to focus on what matters most, growing your business.