How to Create a Job in Jobber

Steps:

  1. Log into Your Jobber Account

    Start by logging into your Jobber account.

  2. Click on "Jobs"

    From your dashboard, navigate to the left-hand menu and click on "Jobs."

  3. Click on "New Job"

    At the top-right corner, click on "New Job" to begin creating a job.

  4. Click on "Job for Client Name"

    Choose the client by clicking on Job for [Client Name].

  5. Click on "Create New Client"

    If the client isn't on your list, click "Create New Client”.

  6. Fill in the Client's Details

    Enter all required information for the new client.

  7. Click on "Create Client"

    Once the details are complete, click on "Create Client" to add them to your list.

  8. Select Job Type

    Choose the type of job you want to assign to this client.

  9. Set the Schedule

    Pick the date and time for the job.

  10. Assign the Job to a Team Member

    Designate a team member responsible for the job.

  11. Click on "Save Job"

    Once all the details are finalized, click "Save Job”.

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