How to Create a Job Form in Jobber

Steps:

1. Log into Your Jobber Account

   Access your Jobber account by entering your credentials on the login page.

2. Go to the Gear Icon

   Locate the gear icon in the top-right corner of your dashboard and click on it.

3. Click on "Settings"

   In the dropdown menu, select "Settings" to access the configuration options.

4. Locate the Menu on the Left-Hand Side, and Click on "Job Forms"

   Find the "Job Forms" option in the left-hand menu and click on it to manage your job forms.

5. Click on "Turn On Feature"

   Enable the job forms feature by clicking on "Turn On Feature”.

6. Click on "New Job Form"

   Create a new job form by selecting "New Job Form”.

7. Choose a Name for the New Job Form

   Enter a descriptive name for your new job form to identify it easily.

8. Click on "+ Add New Section" to Fill in More Details in Your Form

   Add a new section to your form by clicking on "+ Add New Section" and provide additional details.

9. From the Four "Form Elements" Below, Select the Option Best Suited for Your Form

   Click on "Checkbox". Choose the form element that best fits your needs. For example, click on "Checkbox" to add a checkbox element to your form.

10. You Can Select More Form Elements and Edit

    Continue selecting and customizing form elements as needed to fit your requirements.

11. After Editing Your Form, Click on "Preview"

    Preview your form to review how it will look and function before finalizing it.

12. Exit "Preview Mode"

    Close the preview mode to return to the form editor.

13. Click "Save"

    Save your job form to store all your changes and make it available for use.