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Quick Jobber Tutorials - Onboarding Employees

The Bulletproof Handyman Business

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Quick Jobber Tutorials - Onboarding Employees

2 367 просмотров · 2 года назад
The Bulletproof Handyman Business
43,6 тыс. подписчиков
2 367 просмотров · 2 года назад
Add a team member in Jobber under the gear icon → Manage Team → Add User. The part that actually matters is permissions. Start from a preset — limited worker, worker, dispatcher, or manager — then hand-tweak each line item: schedule, time tracking, notes, expenses, clients, requests, quotes, jobs, invoices, and reports. The key gotcha: showing pricing is what unlocks create/edit/delete on quotes and invoices. Hide pricing and those stay view-only. Editing any single toggle flips the preset to "Custom" automatically, and setting an hourly labor cost only applies to new time entries going forward — never past work. Jobber — The CRM That Built My Bulletproof Business I've trusted Jobber to run my entire business for 5 years. Free 14-day trial + 20% off your first 6 months: https://go.getjobber.com/bulletproofh... 🆕 EARLY ACCESS: Jobber Teammate (an AI agent built into Jobber) + Jobber Phone (business calls inside Jobber). Log in to Jobber, then sign up: https://go.bulletproofhandyman.com/jo... My handyman pricing for Jobber + business docs: https://www.bulletproofhandyman.com/d... Free Jobber Work Flow Webinar: https://www.bulletproofhandyman.com/e... 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗟𝗘𝗔𝗥𝗡 • Where to add employees, subs, and team members: gear icon → Manage Team → Add User • How to resend lost invitations, deactivate, or edit a team member from the dots menu • Why permissions is the real work — presets set a baseline, then you adjust each line item • That editing any single permission flips the preset over to "Custom" automatically • Setting an hourly labor cost (example: $25/hr) — and that it only applies to new time entries, not past work • How hiding pricing keeps quotes and invoices view-only, while showing pricing unlocks create/edit/delete • Using a custom field to track each guy's specialty (like drywall finisher) • Switching a team member's app to Spanish with the invitation language setting ──────────────────────────────────────── 🔥 𝗘𝗦𝗦𝗘𝗡𝗧𝗜𝗔𝗟 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗧𝗢𝗢𝗟𝗦 & 𝗦𝗢𝗙𝗧𝗪𝗔𝗥𝗘 🔥 FREE Master Class — How To Start A Bulletproof Handyman Business. https://www.bulletproofhandyman.com/a... 𝗡𝗘𝗫𝗧 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 (ERGO NEXT) — My handyman business insurance for 5 years. https://go.bulletproofhandyman.com/NEXT 𝗦𝘁𝗮𝗿𝗹𝗶𝗻𝗸 — How I stream and work from the road. https://go.bulletproofhandyman.com/st... 𝗤𝘂𝗼 — App-based business phone for your personal cell. Text me: 520-433-3774 https://get.quo.com/olqbjk 𝗡𝗼𝗿𝘁𝗵𝘄𝗲𝘀𝘁 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 — Fast LLC formation + registered agent. https://go.bulletproofhandyman.com/no... 𝗕𝗹𝘂𝗲𝗩𝗶𝗻𝗲 𝗖𝗵𝗲𝗰𝗸𝗶𝗻𝗴 — Online business checking in minutes with just an EIN. https://go.bulletproofhandyman.com/Bl... 𝗪𝗜𝗫 — Affordable website builder for service pros. https://go.bulletproofhandyman.com/WIX 𝗚𝘂𝘀𝘁𝗼 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 — Modern payroll a handyman can actually run. https://go.bulletproofhandyman.com/gusto 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 — The bookkeeping platform I recommend. https://go.bulletproofhandyman.com/Qu... 🏕️ 𝗘𝗩𝗘𝗡𝗧𝗦 🏕️ FFTC December Class — Jobber — Dec 1–5, Tucson FFTC October Class — ERGO NEXT — Oct 20–24, Tucson Free Jobber Work Flow Webinar — Oct 27, 4pm MST FFTC interest list — get notified when new classes open https://www.bulletproofhandyman.com/e... 📣 𝗖𝗢𝗠𝗠𝗨𝗡𝗜𝗧𝗬 📣 𝗗𝗶𝘀𝗰𝗼𝗿𝗱 — The Bulletproof Handyman community. https://go.bulletproofhandyman.com/di... 🧰 𝗙𝗥𝗘𝗘 𝗕𝗨𝗟𝗟𝗘𝗧𝗣𝗥𝗢𝗢𝗙 𝗧𝗢𝗢𝗟𝗦 🧰 Project Estimator — https://www.bulletproofhandyman.com/t... Startup Budget Builder — https://www.bulletproofhandyman.com/t... Hourly Rate Calculator — https://www.bulletproofhandyman.com/t... 🤠 𝗔𝗙𝗙𝗜𝗟𝗜𝗔𝗧𝗘𝗦 🤠 𝗧𝗵𝗲 𝗛𝗼𝗺𝗲 𝗗𝗲𝗽𝗼𝘁 — https://go.bulletproofhandyman.com/Ho... 𝗠𝗲𝘁𝗮 𝗥𝗮𝘆-𝗕𝗮𝗻𝘀 — https://go.bulletproofhandyman.com/Meta 𝗝𝗮𝘀𝗲 𝗠𝗲𝗱𝗶𝗰𝗮𝗹 — https://go.bulletproofhandyman.com/jase