My Honest Review of Jobber as a Home Service Business Owner

Hi, I’m Austin Gray. In this video (and now in this blog post), I’m giving you my honest review of Jobber as a real home service and trade business owner. I’m not just some random person reviewing software—I run an actual business here in Colorado.

So why should you care? Because you’re likely in the market for a software solution to make your life easier, and you’re doing your research right now. My goal is to give you all the reasons why you should—or should not—use Jobber for your home service or trade business.

Logging into Jobber

I just logged into my Jobber account for Bearclaw Land Services. You’ll see that many things are zeroed out because we’re in the middle of snow plowing season. We only create jobs and visits on days that we plow, which is about once a week.

This is a perfect time to create helpful content for you—showing how to set up your Jobber account and get the most out of it so you can save time and make more money in your business.

Jobber Dashboard Overview

When you log in, you’ll see the homepage, which greets you with something like, “Good morning, Austin.” The workflow dashboard provides a quick overview of:

• How many requests you have
• How many quotes you’ve sent
• Your jobs for the day
• Outstanding invoices

Right now, we have zero accounts receivable because we went hard on collecting all of our summer payments before we started snow plowing.

For snow plowing, visits are simple to track. I’ll create another video specifically about setting up recurring jobs for snow plowing so Jobber can automatically track your visits.

Requests: Capturing Leads Efficiently

What Are Requests?

Requests are submissions from potential customers who fill out a form on your website. Jobber provides an excellent feature allowing you to create a form that integrates seamlessly with your website.

For example, on my website, BearclawLandServices.com, when a customer clicks “Get a Free Quote,” they see our inbound lead form. This form captures:

• First name, last name
• Company name (if applicable)
• Email, phone number, address
• The services they’re interested in
• Project details

Because this is a Jobber-native form, everything filled out in these fields is automatically added to Jobber as a request. Even better, it automatically creates a client profile in Jobber under the “Clients” tab.

Setting Up Your Request Form

I highly recommend adding a Jobber request form to your website. If you have a web designer, go into Jobber, navigate to Settings > Requests > Customize Form, and copy and paste the form’s embed code.

If you’re handling website edits yourself, do a quick Google search: “How to embed custom code in [WordPress/Webflow/Wix]” to integrate the form.

Pro tip: If you’re serious about SEO, I recommend building your site on WordPress or Webflow, not Wix.

Converting Requests to Quotes

Once a request is captured, you can convert it to a quote with a single click. Jobber pulls all relevant client information into the quote, saving you time.

In the quoting section, you can:

• Assign a salesperson
• Categorize the project (useful for tracking revenue streams)
• Add line items (services, materials, etc.)
• Automatically calculate totals based on quantity and unit price

Deposits & Payment Options

We require a 50% deposit on all projects. Jobber makes it easy to collect this by automatically calculating the deposit amount.

You can accept payments via:

• Credit card (around 2.9% + $0.07 processing fee)
• Bank transfer (ACH) (around 1% processing fee)

While I prefer ACH to save on fees, I’d still rather pay 1% to avoid the hassle of running to the bank to deposit a check.

Scheduling Jobs in Jobber

Once a quote is accepted, you can easily convert it into a scheduled job. This is crucial because your team needs to know where they’re going and when.

To schedule a job:

1. Select the start and end dates/times
2. Assign the job to specific team members
3. Automatically notify the team via email

All team members have the Jobber app, where they can access job details, notes, and schedules in real time.

Invoicing & Getting Paid

When a job is completed, Jobber allows you to generate an invoice instantly. This streamlines the entire process from lead capture to payment collection.

Some invoicing highlights:

• Invoices include job details, deposits paid, and remaining balances.
• Customers can pay directly from their phone or computer.
• Jobber integrates with your bank for automated payouts.
• You can enable invoice follow-ups to send payment reminders automatically.

Processing Payments

If a customer calls to pay over the phone, you can use the “Collect Payment” function in Jobber:

• Enter credit card details and charge instantly
• Record check payments (if necessary) for accurate bookkeeping

This eliminates the need to chase down payments, making cash flow management much easier.

Final Thoughts on Jobber

Jobber completely streamlines the process of capturing leads, creating quotes, scheduling jobs, and collecting payments. Everything is stored and tracked seamlessly, reducing admin work and increasing efficiency.

If you’re considering Jobber, I highly recommend giving it a try. You’ll get 20% off if you sign up using this link.

Let’s Keep the Conversation Going

I love small business ownership, and Jobber has made my life easier. If you have any questions about using Jobber, drop them in the comments so I can create more in-depth tutorials.

Also, check out our podcast, OWNR OPS! You can find it at OWNROPS.com or listen on Apple and Spotify.

Thanks for reading—work hard, do your best, and never settle for less!