Finding out when a client profile was created?
So I took a call from a customer on a Friday afternoon after a busy day, he wanted service for the next week so I put in his name and address in a job booking, but forgot to take down his number! It is in my call log on my phone, but I had so many calls that day and I don't remember which number was his. I was wondering if there was a way to see what day/time a client/job was entered in Jobber so I can cross reference my call log?
Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.Customer Q: When will Jobber and Home Depot integration be available in Canada?
Right now, the Home Depot integration is only available in beta for customers in the USA. We know how useful it would be in other regions including Canada, and expanding to new regions is definitely on our radar. We don’t have a timeline to share just yet, but we’ll announce any updates in our Product Updates, so keep an eye there for news.Customer Q: Is there any plans to add a supplier page? So we can send material / parts ordered...
Q: Is there any plans to add a supplier page? So we can send material / parts ordered direct to our suppliers and link this order to a specific job??? A: We are actively exploring new ways to enhance supplier catalog functionality. If ordering directly in Jobber or other improvements would make your workflow even better, we’d love to hear your ideas in the feedback section of the Supplier Catalogs Jobber Lab.Customer Q: Will we be able to connect our Home Depot Pro account...
Q: Will we be able to connect our Home Depot Pro account to automatically keep track of receipts and jobs etc? A: We don’t yet support connecting Home Depot Pro accounts, but we love the idea! If this would help your workflow, please let us know in the feedback section of the Jobber Lab - your input helps guide what we build next.Customer Q: Can Jobber AI create a form with required signatures for agreements before booking?
Thanks for the suggestion! At this time, Jobber AI can’t create a signature-required form for policies or agreements before booking confirmation. We’ve shared your feedback with our product team for future consideration.Customer Q: How is Quote Options different from Optional Line Items?
Optional/Recommended line items provides to ability to upsell optional add-ons, where a client is not required to make a choice. With Quote Option Sets, the client must choose one of the options within the option set. You can add up to three option sets to a single quote, and the client makes one clear choice per set. This keeps decisions simple and structured while still giving clients flexibility. ⚠️ While you can use Optional/Recommended line items as a workaround, this can create confusion since clients aren’t required to pick one. That means you could miss out on getting a clear decision, or worse, risk miscommunication about what’s actually included.Customer Q: Is Jobber Voice AI access permission based?
That is correct! Voice respects the user permissions already set in your account. Users will not be able to do anything through Voice that they do not have permission to access. On top of that, Voice is only available to admins and owners of the account at this time. Access for non-admin users will be coming soon. For more information on Voice, check out our Help Center. --- Full question: Is Jobber Voice AI access permission based? For example a user who cannot access invoices won't be able to access invoice information through Voice AI?Q: When will quote options be available? It's not showing in Jobber Labs.
The quote options feature is in a limited Beta right now, and we’re gradually rolling it out to more users. Once it’s available to you, you’ll see a red dot on the gear icon and beside Jobber Labs. You can also join the waitlist, and we’ll notify you as soon as you can opt in! Join the waitlist
