How To Manage Big, Multi-Stage Jobs in Jobber
Big projects can get complicated fast. Between phases, visits, tasks, and everything else that needs to happen along the way, it’s easy for the plan to end up spread across a few different places.
Projects are designed to bring more of that work together in Jobber, so you can see what’s happening now, what’s coming next, and keep the job moving.
It’s currently in Jobber Labs for Plus and Unlimited plans. If you manage larger or multi-stage work, opt in, give it a try, and let us know what works and what you’d like to see next. Your feedback will help shape where Projects goes from here.
Here's what you can do right now:
- Turn a quote into a project. Line items carry over, so there's no retyping.
- Break it into milestones, tasks and visits. Assign each piece to the right crew and location.
- Add checklists to visits. Your crew knows exactly what to finish every time they're on site.
- See what's moving and what's stuck. Track status on every task, visit and the project overall.
And there’s more to come. We’ll continue building on Projects as we learn from your feedback, so give it a try and tell us what would make managing your bigger jobs easier.
To get started:
- Opt in to Projects through Jobber Labs
- Open an approved quote and convert it into a project, or create a new project from scratch
- Set up your milestones, then add the tasks and visits under each one
- Assign your crews and add checklists to visits
🎥 Watch it in the Jobber Now announcement
What’s the hardest part of keeping a big, complex project on track?