Jobber Set Up - How to Update Company Settings in Jobber | Scribe

    Jobber Set Up - How to Update Company Settings in Jobber

    • Janine Chambers |
    • 31 steps |
    • 3 minutes
    • GetjobberGetjobber
    • JaninechambersJaninechambers
    1
    Click the settings gear icon in the top right of the screen
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    Click "Settings"
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    From the menu on the left choose "Company Settings"
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    Click the "Company name" field to add your company name. This name will show up on invoices and other client documents so it is best to use your legal operating name in this space.
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    Click the "Phone number" field. Again this is the number that will show in customer facing areas.
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    Click the "Website URL" field.
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    Click the "Email address" field. This is email is best set as a general company email that you would like customers to recieve email from.
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    Click this field to add your mailing address or physical location to.
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    Once you start typing Jobber will try to help autofill the address. Choose the location from the list if provided. Unit #'s will have to be added after the fields populate.
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    Click "Use 'Address'..." if you would like to enter your address manually without changes
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    Click here to set schedules for online booking if different from your regular hours. This will be covered in another scribe. Team member schedules must be set using Jobs, Visits, and Tasks
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    Click here to update request forms if necessary, this will be covered in another scribe and can be done any time
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    Click "Edit" to change your general availability in Jobber from the default
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    Click on the toggle to indicate the days you are open or closed. If the dot is to the left and times are greyed out, this will show that your business is closed on that day.
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    Click the "Start time" field to change start times if necessary click on the hour first
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    From the hour you can use the tab button to move to the minutes or click on the minutes
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    If you need to adjust AM to PM you can do that by hitting tab and typing the letter A or P or you can click and choose the alternate option
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    Click "Save"
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    If you would like clients to see your hours within their client hub you can switch the toggle to "on"
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    Click "OnOff"