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How To Use Jobber (2024) Jobber Pro For Beginners
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Oct 6, 2024
š§ How To Use Jobber (2024): Complete Guide for Service Business Success! Master Jobber Pro and streamline your service business with this comprehensive tutorial! Whether you're in landscaping, cleaning, HVAC, or any field service industry, this guide will help you maximize efficiency and grow your business. In this game-changing tutorial, you'll discover: ā Setting up your Jobber account like a pro ā Client management and communication tools ā Scheduling and dispatching best practices ā Creating professional quotes and invoices ā Mobile app features for on-the-go management ā Time tracking and team coordination ā Financial reporting and business insights Perfect for: New service business owners, existing Jobber users wanting to level up, and anyone looking to streamline their field service operations! ā” POWER TIPS: Learn automation tricks that save hours each week š° ROI BREAKDOWN: See how Jobber pays for itself in time savings š± BONUS SECTION: Mobile app hacks most users don't know about!
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0:00
So finally a home server application into this tutorial
0:04
Let's take a look how does the Java works. So I'm going to leave you guys a link down below in the description
0:09
If you want to start with a free trial, this is a great section that can be helping us to manage our business
0:14
Whether it's a small or a really huge business, totally depends on the customers for one place
0:20
We can do a lot of steps. Once I'm actually hearing to Java, we can see that we can receive different requests from our customers
0:28
whether it will be on a phone, whether that could be on an email and our own website, we can create
0:33
some different quotes so we can send that into our email by text messages or by email, of course
0:38
once again, to our customers to review and approve the actual quote
0:43
We have the schedule job faster where we can actually schedule different jobs and different times
0:48
or our calendar. And we have, of course, the invoice of email and text so we can hit the complete on a job
0:54
to automatically generate the send on the invoice. so we can receive the money really, really easy once we send the invoice using these great, great application
1:04
So what I want to do is to get started. And once I have created an email on a actual passcode, it's going to be asking for setting up your business
1:13
So here I want to go into my company name, choose the company size. And here you want to choose the actual company where the industry is, for example, cleaning, green industry, high tech, trade, and much more
1:24
In that case, I want to focus into, let's say, into... to appliance repair and hit into next
1:29
Then what tools do you use to stay organized? This is to help you to make this a little bit more faster to use to use and easier
1:37
So you're going to go into the online calendar. I want to go into the pen and paper, the credit card processors, the split sheets, and hit into next
1:46
Lastly, it's going to be telling us that we need to choose the option where we find about the chabber
1:53
Here you want to input, let's say, YouTube. And here I'm going to go into finished
1:57
Now, this is totally optional, but sometimes this offer a limit time offer
2:02
So the monthly description is going to be appearing in here for only three months
2:07
In our case, I do this. I just want to focus into how this the actual Java works So if you want to start working with different quotes with different jobs with different invoice you can do that inside the create section For example we do have the create pod on the very upper side
2:22
We can create a client, a request, a quote, a job, or an invoice
2:28
So in order to get started here, if I do have created my account and I have imported my actual company
2:34
what I do want to do is to, of course, create a client list. So what I want to go is to go into clients
2:40
And here, I want to go into Create a Client. Now, if you have a batch, you can import that
2:46
If you don't have that, let's say, written into your notes. You can just do that manually
2:51
For example, we have the client details, Mr. Let's say, Tom Smith
2:56
And here you have the company name. I'm going to leave this like that. And here you have the contact detail
3:00
Let's say, for example, the main. We have the phone number. We have the phone number of a work
3:06
And then we have the automated notification. we have the additional client details
3:10
I'm going to delete this because it's just an example. And we have the property details. So after that, what you want to do is to go and to save your client
3:17
And your client should be just save it right away. And he should be appearing in here
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So it's really important to have the property already been added if you have your customers
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your core workers, your teammates, inside the job. So they can see all the information about the client and they don't have like any questions there
3:34
So once I do have my clients, I want to focus once again and to create. And here what I want to do is to look out the quote section so I can start creating a quote for a client
3:44
So if I type here the plus section, I can choose one of my clients that appears in here that I just created
3:49
or you can just click into Create New Client. In my case, I want to go with Mr. Tom Smith
3:54
Like this, I'm going to get into Create a Property because this is an example that, of course, we need to add
4:00
So I'm going to go into the actual Street View. Let's say that I want to look out for this one and I'm going to go into Create My Property
4:07
So the quote for Mr. and this is our client's name. And here you have the job title
4:13
Let's say, for example, assistant, snow, something like that. And then we have the quote details, the quote number, the rate opportunity
4:21
Let's go for likely. Need to track more details on quotes. You want to add some custom fields if you want to track let say for example the field type of true or false the default view my case i going to go into canto and here what you want to do is to add your product services
4:36
so let's go for example the dishwasher repair you want to go into the type of quantity the unit price
4:41
the total and of course a photo if you want to add that into your quote lastly we have the client message
4:48
the subtotal if you want to add a discount a text of course and the total amount now if you want to have
4:55
a required deposit you want to add this required deposit. Let's say for example, I need a
5:00
deposit of $5 and leave it like that. If you want to have your internal notes and attachments
5:04
you can add it in here. And of course, you can add your files, the legal files, PDF files
5:08
and not that. After that, hit into save your quote. And then we're actually good to go
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Now, lastly in my case, of course, what I want to do, if I go into the create job section
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it's going to be appearing job for the name of the client. So here, what I can do is to schedule
5:25
all my different jobs and here as you can see it, I appear to see the calendar
5:29
So what I want to do is to type once again the client name
5:32
I choose this one and here you have the title and instructions
5:36
So here into title, let's say there's washer and here have the instructions, let's say go to make
5:42
some repose. You have the job details, the job number, the quotes
5:47
Here you can see it has one active quote, the one that we just created. And here I want to scroll all more than down and I want to choose one of these two
5:55
options. If this is a one-off job, that it will only have like one or more definite visits, or this
6:03
is a contract job with repeating visits. If I want to, let's say, come back every Monday, I'm
6:08
going to hit into recurring job, and here into the schedule, we'd have the starting date
6:13
I'm going to type this one, and let's say I want to start working into the very first part of
6:18
February. Here into times, you want to start the time and the end time. So, for example, let's say
6:23
the 14 p.m. for 6 p.m. Repeat, let's say weekly on Tuesdays or go into monthly or go into the custom schedule
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and you want to go, in my case, I want to go into Mondays only and hit into okay
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The duration is only for weeks let say for the next three weeks and hit into a sign Now here lastly we have the team members where we can add different coworkers
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So I'm going to type the sign and get hit into create a user or just add the one that I just
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added automatically. So if I save this one, this one is going to be added
7:00
It's going to be sent in an email confirmation so they received this job, the information
7:04
about our actual customer, the property address, and the contact details. And of course, we're going to be receiving the recurring job that appears here into the schedule
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So we don't have to actually do anything but just confirming that this guys received our actual job
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So we're going to go into how do you want your invoice. You want to go into per visit or fix it price
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That's really up to you if you want to focus into one price or different prices
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And hit into save job. Or you can go into saved and create another one or make an email booking confirm
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so you can start saving the job and start to schedule your stuff right away
7:44
If I go into create your invoice, as you can see, it would be just really, really easy to add
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different invoice that we can use for a specific client, for example, with Mr. Tom Smith that we just
7:55
created a few seconds ago. For example, here is my invoice for the job that we just created
8:01
So select this one, hit into next step. And then lastly, we have the invoice subject, the invoice details, the billing, the service
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the contact and the product. So let's use make sure that everything appears right away
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hitting to save your invoice, and then you're actually good to go
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As you can see, there are different stuff that we can create here into the GetJabber
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It's a really, really great application that can be helping us to do everything
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and to just one application. The most amazing part is that the inside is going to be appearing into the home part
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So if I go into the Jobber Eddie, I can see all my quotes, all my job, all my invoice, and much more
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Go into the view inside and you can see all the tracking that you have generated so far with the project revenue
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With that being said, guys, I think that you are now good to go with the jobber. Just in case you have any question, you can leave it down below in the comment section
8:50
Thank you so much for watching the video. Have fun here into the get jobber. And, well, I will see you on the next video
#Customer Relationship Management (CRM)
#Home Office
#Management
#Other