Forum Discussion

Derek1's avatar
Derek1
Contributor 2
24 days ago

Sales rep in Jobber

I'd like to give access to Jobber to a sales rep who answers the phone and books sales.  Likely, this person would be a contract position, working remotely.  Inside Jobber, this person would be able to:  

  1. create a new customer
  2. create a new job
  3. enter the customer's credit card

That's it.  No other access.  Is there a way to do this in Jobber?

  • Chloe's avatar
    Chloe
    Contributor 2
    24 days ago

    Hey Derek - I actually perform this role for my organization - there is indeed a way to do this by creating a custom role for that user, rather than giving them a pre-set role. 

    To do this, go to the Gear Icon > Settings > Manage Team and click on the user's name. From there, you can set up custom permissions.

    For the abilities you mentioned, you'll need to give the user the following permissions:

    1. View and edit full client and property info (for creating new clients)
    2. Edit their schedule and view/edit jobs (for creating new jobs)
    3. View and edit full client and property info, view and edit jobs, view and edit invoices, and show pricing (for adding payment methods)

    This role is more limited than a Dispatcher in that a Dispatcher can edit existing jobs (rather than just create them), edit team information, and edit client details beyond just creating new ones.

    I hope this helps! And if you're looking for a hand with sales and client management, I'd be happy to discuss how I can help as a remote contractor. Feel free to check out my website - stomataops.com. Cheers!