JOBBER TUTORIALS Ep 1 - Create your first Client/Quote/Job/Invoice.
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- Опубліковано 30 вер 2024
- JOBBER TUTORIALS Ep 1 - Create your first Client/Quote/Job/Invoice. I've been using this software for two years now and it's one of the best changes I made in my professional career. Join me on this new series as I dive deeper into the CRM software known as Jobber and all of it's features!!
Tutorial begins/Creating a client - 3:08
Creating a Quote - 11:15
Client Hub view - 18:43
Creating a Job - 20:08
Completing Job/Creating Invoice - 25:30
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![JOBBER TUTORIALS Ep 3 - Adding Users [Time Sheets & Scheduling]](/img/n.gif)
If you're not a Jobber user currently you can sign up for a free 14 day trial and get 20% off of your first 6 months by clicking this link! www.getjobber.com/mitchell
have you tried Field Rocket at all? Jobber looks cool, but they don't have a free plan like Field Rocket so I'm curious what your thoughts are? We're just small and don't want to break the bank, plus I heard Jobber charges per user and I don't think Field Rocket does?
Would've been a great video but you smacking your lips through the whole thing is distractingly annoying
Looks pretty easy. Just learning a new program for me is not always easy for me. Good walk though Mitchell.
You’ll get the hang of it man! I promise!
Seems complicated, what about Field Rocket? Can you do tutorials for them?
When you were using QB, were you using the online version?
I appreciate you doing this. I am considering setting up my existing clients. My teaching eats up so much of my time. No excuse, just the way it is. Thank you again for doing this video.
We all get busy my man. There will be a ton more videos in this series. Next episode is Feb 1...all about setting Product & Service defaults for quotes/invoices.
This new Jobber Tutorial series will cover many different aspects of the Jobber software. Stay tuned to the channel for many more how to videos.
www.getjobber.com/mitchell
Does jobber link with Quik Books? So that my bookkeeper can get the numbers?
Yes they will sync. You can also Export Jobber expense reports etc into Excel spreadsheets. I’ll cover more topics at later dates. Just getting our feet wet here. Thanks for tuning in !!
This video was amazing thank you. I’m using yardbook right now and been thinking about switching to jobber. Question this jobber account which plan is that. I love that option that lets you send a receipt after payment.
This "dummy" acct is the Grow Plan. Sending a receipt after payment is available in all 3 plans. As this series progresses I will make sure to be upfront if something I cover in an episode is only available under certain plans. This episode and Ep 2 that will air on Feb 1 cover all 3 plans.
I appreciate your help, but can I use it here in SA? How safe it is from hacking.
Please send Jobber customer service an email about this matter.
Dude sweet job really this is my second time around taking major notes trying to see what the point of using quickbooks with this could be. Seems jobber is the way to go! Keep it up
Glad the video could help!
I’m using QB as well and am considering the same. Did u pull the trigger? Let me know! Thx!
Thank you for creating this! It was very helpful. My employer just got Jobber and I'm currently adding clients and learning how it all works.
Kat I am so glad it was helpful !!
Are you still using it?
Which plan do you have?
I love the content, was thinking of using Clip ITC ( my partner uses it at his current job)but been looking at your content and like it. My question is, does it set up your routes for you so you ( like in google maps) don’t have to travel back and forth to each destination? Thank you in advance. Clip ITC does and if Jobber does it’s a done deal for me 👍
When creating client file, is there a way to have their photo on file?
I'm sorry for the huge delay responding, I don't think you can add a photo to a client file. You can add photos to quotes and invoices.
Do I have to have a logo and website to get started with jobber?
Not at all. All you need is an email address to sign up. Use the link in my video description to try out the software for free for 14 days. If you sign up after the trial you’ll then get 20% off for 6 months. Let me know if you have any questions
Do you use jobber in place of quickbooks?
Yes, i only use Jobber
Is there an option for tax caps in the invoicing?
not sure what you mean by "tax caps" sorry. There is an option to add a tax rate to your invoice if that is what you meant.
I just need to know about markup. Other apps are easier. Its my profits
You have a great way of explaining things. Thanks for sharing this
Maybe I will get lucky and someone will rely to my comment with the correct answer. Lets say after you create a customer profile and now are in the invoice process. How do you include vendors materials costs and then keep track of each entry and have it synce with quickbooks? Lets say at the end of the year my quickbooks report says I spent $10k at HD-Fowler. How do create a sub folder that break down each purchase and shows exactly which customer bought what? I could see myself at this invoice portion, but I wont know the total cost until I start calling around and getting quotes from each store / vendor. How do I enter that into a program instead of just taking notes and uploading that info as a general quote which cant be broken down into categories? Hopefully I worded that correctly.
Adam, please reach out to Jobber’s Customer Service team. They can assist you and get you going in the right direction.
This video is so helpful. I subscribed! I do have a question, though. I'm considering using this for our glass & mirror shop. Is there a way to input prices per square foot? A lot of our quotes depend on the size of the glass and/or mirror and currently, we just have to manually calculate it.
Awesome!! Amber I have another video in this series about setting up your Products and Services. You can customize them to do exactly what you want. Check the Jobber Tutorial playlist on my channel for the video.
Great video. quick question? Can I delay invoicing a job?
Example. I do a bush trim job on the 3rd of the month, then a driveway sealing on the 15th. But I also invoice monthly for regular lawn maintenance. Can all 3 jobs be added to 1 invoice at the end of the month? Or does it have to be 3 separate invoices?
For your regular lawn maintenance you’d set up a recurring invoice. At the end of the month, or during the month, you can add single visit line items to that job/invoice. And then at the end of the month send one invoice.
does this software allow for a range of time during scheduling? say 9am -12pm or along those lines? I can't seem to get a straight answer anywhere. Also, I noticed you chose a frequency of return service, is this something that you can change for your business or is it just weekly/bimonthly etc. Thanks for the video it was informative
Yes you can schedule jobs over a time range. You can set up custom schedules/times for your jobs.
Great video! Quick question do you invoice only if your collecting later (or do you always invoice and what’s the purpose of invoicing?).
If you want to get paid, you better invoice the client...they expect it. I invoice after every job.
Excellent video!!! You definitely have made my decision easy to change to Jobber!!
Glad I could help!
How do go about adding terms and conditions in your estimate with Jobber? Would terms and conditions have to be sent separately?
You can add a message like that in the Settings menu under I believe the Invoice or Job Forms tab.
Thank you so much!!!
It was everything I needed
My first time with Jobber
I am so glad that the tutorial helped you!! Have a wonderful day!
great vid I appreciate you doing this gave me a great feel for how the software works. Question now do you have one for setting up accepting CC payments and how that part works as i am really interested in that part of any software i may get. thank you again
hello George, I am glad that it helped. Unfortunately that is one video I won't be making because my demo account can't be setup to display Jobber payments. If you have questions about Jobber payments certainly reach out to Jobber's customer service team.
At 7:08, can you create reminders on frequency? Let’s say I need to do an annual service at 300 residences spread throughout the year, can it remind me when services are due?
Hello Nathan, yes you can setup frequency of visit when you create the job. It will place the job on your schedule at the frequency you create.
Awesome video. Very helpful.. thank you.
Thanks for tuning in, have a great day
I have literally just subscribed to your channel. I have enjoyed how you took time out to explain each step when creating a new client. Thank you and i look forward to watching more of your videos.
Glad I could help!
This was great! Thank you. If anyone is considering signing up with Jobber, their service is great! It's the only CRM I've ever used in the service industry, so I can't give a good comparison... However, I can tell you that their customer service is top-notch. While it's easy to use, I've missed settings and whatnot when setting up employees... And when I need help, they are very fast and very friendly. The company I work for is in plumbing and it works great. It's easy to use, clean, reliable, and has many useful reports.
Thanks for your feedback!
I have yardbook but my clients can’t pay from there phone. Only from their computer and that kind of sucks. Does jobber allow clients to pay from there phone?
Yes, if you sign up for Jobber Payments they can pay using their phone.
Update: have had jobber for the last month and man has it relieved a headache! No more chasing checks . And has given me more time to do other things!
Thanks a lot -- we're in the process of evaluating field tracking software and this video really helped!
Wonderful! Glad it helped!
Great,
really enjoyed watching these tutorials. you did a great job mitchell
thank you so much. New episode coming this Thursday at 4pm
Thanks for this video and other episodes! starting my work in a coordinator role soon, very helpful to learn in advance of Jobber!
You're very welcome! If you get to a point where there is something you would like talked about please let me know.
😎💪🏼💪🏼
Thanks for tuning in
Can you measure property from the jobber desktop?
There is a way to, however I use GoiLawn for property measurements. I've never used the Jobber feature. I'll look into it more and do a video on it.
CAn someone help me? I can't find Ep.2 ..
Here ya go Lara, also check under my playlists folder to see all current episodes. Have a great day
ua-cam.com/video/z9k3G8CV5Ks/v-deo.html
Thank you so much!! Great tutorial
So glad that it was helpful !!
Very informative video. I am beginning a new job that utilizes jobber. I feel comfortable with the format and more at ease prior to my upcoming "On the Job Training"
Thank you Mitchell
Glad it was helpful!
Are you still using Jobber?
Omg Thank you dude. I am starting using this and I mess up a couple of things but thank you and thanks to your videos I had improved. Thank you so much
Glad I could help!
Are you still using and liking Jobber?
Nice video, thank you sir!
Glad it could help !
How do I edit work hrs? Can you do a video on that?
Hello Cole, can you be more specific please so I can better understand what you're inquiring about?
I was struggling but this helped me immensely. Thank you so much
Glad it helped!
Are you still using and liking Jobber? I'm considering it.
👌🏽
thanks for tuning in
Great job! Thank you!
glad it could help !
What level of jobber do you have ?
I use the Grow plan and my demo account is the Grow plan as well. I learned after making this first episode that I needed to specify certain features I do episodes on may not be included in the plan a person is subscribed to.
Thank you Mitchell for the video on how easy the Jobber software is to use. I'm currently thinking about using them this year and your video was very informative and helpful. My company is small, right now with just 2 employees plus myself, so i'm still deciding on which plan to go with.
Glad it was helpful! You can't go wrong with Jobber!
Learning here. Looking at CLIPITC and Jobber for my landscaping business. Looks like Jobber is the way to go. Thank you for the very informative videos 🙏
I was hoping you would show how to sync the job with QuickBooks. Can you show that?
Jason, thank you for tuning in. Unfortunately I do not use QuickBooks so I can demo how to sync with their software. Jobber's customer service could help you out though. From what I have been told it is quite easy.
@@mithgo_outdoor ok thank you.
This was great
Glad it could help !
What is a transfer number ?
Hey Damian, can you give me more info about what you’re talking about?
@@mithgo_outdoor when I make an invoice it says transaction number my bad not transfer number I also don’t know how to connect their card to do auto payments
@@damianpascual97 I pulled up both of my Jobber accounts and I don't see anything labeled "transaction number" on the invoice. Are you possibly referring to the Invoice # that is at the top right corner? If so, from the very first invoice you create you can change the invoice to whatever you want. Each invoice afterwards the number will increase sequentially. If this is not what you're talking about please shoot me an email are reach out to Jobber Customer Service.
Jobber Payments - I won't be covering Jobber Payments in this tutorial series because it's deactivated on my demo account and I don't use it on my main account. Automatic payments are only available with the Connect and Grow plans. If you have the Core plan you won't be able to setup auto payments unfortunately. If you have the Connect or Grow plan you'll be able to setup auto payments under the Jobber Payments category in Settings.
Hi! thanks for this! During the quoting process, Can you upload plans Or Can screen shots? LS designs or HS designs with the estimate?
hello Ashlee, yes you can upload files to quotes/invoices. When you have a quote/invoice open you'll see an option to upload a file.