Jobber Release Notes

Stop hunting through job notes or scrolling someone's camera roll for the file you need. You can now find every photo, video, and document associated with a client in one place—no matter where it originated in Jobber. The new files and media library brings everything into a filterable gallery at the client level, so staff in the office or in the field always know where to look.

Browse and filter files from notes, checklists, and custom forms in a single view, making it easy to reference past work, scope upcoming jobs, review on-site documentation, and pull up before-and-afters.

Note:

Photos and attachments previously stored on individual jobs are still accessible from those jobs, and now also appear in the client's media library. Nothing needs to be re-uploaded.

You can now collect a credit card on file when clients submit a request or book online through Client Hub. Simply add a payment method field to your request or booking forms to let clients securely save their card before work begins.

Collecting a card upfront helps reduce payment friction later. When the job is done, you’ll already have a payment method on file—so it’s easier to charge quickly and skip the follow-up.

You can also use this field to help qualify new requests by asking clients to add a card as part of their submission.

To get started, visit here to open your Request and Bookings settings. Then Edit or Add a New Form to add the Payment Method field. This allows clients to securely save their card before work begins.

Note: This feature supports credit cards only (ACH isn’t available), and the field will only appear when forms are viewed in Client Hub.

You can now create, attach, and complete checklists during the assessment phase of a request. Capture key details on-site before work begins so you can quote faster and more accurately, and deliver a better customer experience.

Customize checklists with checkboxes, dropdowns, and short or long answer fields. Team members can also upload images and collect signatures as part of their assessment. Add checklists to assessments or jobs, or attach them automatically to standardize how your team gathers information on-site.

Note: Job forms are now called checklists. All existing functionality remains the same.

You can now collect a credit card on file when clients submit a request or book online through Client Hub. Simply add a payment method field to your request or booking forms to let clients securely save their card before work begins.

Collecting a card upfront helps reduce payment friction later. When the job is done, you’ll already have a payment method on file—so it’s easier to charge quickly and skip the follow-up.

You can also use this field to help qualify new requests by asking clients to add a card as part of their submission.

To get started, visit here to open your Request and Bookings settings. Then Edit or Add a New Form to add the Payment Method field. This allows clients to securely save their card before work begins.

Note: This feature supports credit cards only (ACH isn’t available), and the field will only appear when forms are viewed in Client Hub.

Since launching the redesigned client view a few weeks ago, we've been listening to your feedback and making updates to improve how you manage clients and properties. These changes restore familiar workflows, reduce clutter, and introduce new ways to organize and access your clients' details.

View more contact methods and see contact names

Show up to 3 contact methods at a glance, with the option to expand for more. Contact names now appear alongside phone numbers. For more control, use contacts to manage client communication.

Reduced scrolling and visual clutter

Properties and contacts now appear directly after the header, with all properties grouped in a single section, while other information stays visually organized as you move through the page.

Resize or collapse the sidebar

Adjust the sidebar to fit your workflow and screen size. Create more space when you need it, or hide it all together.

Filter work overview by active or all work

Toggle between active work or all work. Find what you need faster.

Assign one contact to many properties

Link a single contact across multiple properties. Save time managing repeat relationships.

Filter completed visits

Quickly access finished work using the completed filter. Review past visits without extra steps.

Faster tag management

Find and manage tags in the sidebar.

Your view, your way

Use Customize view in the more menu to reorder the sections of client details.

We aren’t done here though, we are continuing to review feedback and improve the experience.

You can now create, attach, and complete checklists during the assessment phase of a request. Capture key details on-site before work begins so you can quote faster and more accurately, and deliver a better customer experience.

Customize checklists with checkboxes, dropdowns, and short or long answer fields. Team members can also upload images and collect signatures as part of their assessment. Add checklists to assessments or jobs, or attach them automatically to standardize how your team gathers information on-site.

Note

Job forms are now called checklists. All existing functionality remains the same.

Work your way with custom payment terms for residential and commercial clients. You can now set different net terms based on client type, so each job starts with the right payment expectations automatically and helps you get paid on time.

Need more flexibility? You can create custom options or adjust existing ones when the defaults don’t quite match how you run your business or work with specific clients. You can also override these settings at the client level when needed. This helps you stay consistent, cut down on invoice setup, and keep your workflows aligned with how your business actually operates.

Every day, homeowners in your area are searching Google for someone who does exactly what you do. Where you rank and what they see determines if they contact you or move on. If your Google Business Profile is incomplete or outdated, you could be losing work to competitors.

Now you can connect your Google Business Profile directly to Jobber and get it optimized in minutes, so the clients searching for you can easily find you - and book you.

Your best foot forward - automatically

When you connect your profile, we review your listing and update key details using information from your Jobber account, including your business name, service categories, address, and service areas. No manual updates or copy-pasting required.

Turn searches into bookings

Easily add your online booking link to your Google listing so clients can go from finding your business to booking a job in one step.

Set up in minutes

Set up your Google Business Profile from your business profile page in Settings or in Marketing under Top actions. Connect an existing profile or create a new one in a few steps.

Stay visible on Google and make it easier for clients to choose you.

When your business is growing fast, new leads stop being easy to track. Maybe a request slips through on a busy Tuesday. Or a quote goes quiet and you don't notice until it's too late.

Pipeline fixes that. It's a visual sales board built right into Jobber that tracks every request and quote you have in play, keeps itself up to date automatically, and tells you when something's at risk of going cold.

Real-time status of every opportunity

Every active sales opportunity is organized by stage, from the initial request to a closed deal. Because Pipeline lives inside Jobber, it's always up to date with what's actually happening in your business.

Know what needs your attention

Pipeline flags what's overdue, what's gone quiet, and what's ready for a follow-up—and you can take action right from the board without switching screens.

Built for how you sell

Customize the stages in your pipeline to match how you actually sell, or stick with Jobber’s defaults. Assign a team member to each opportunity, so that there’s clear ownership of every lead.

Turn losses into lessons

Capture the reasons for lost deals as they automatically move out of your pipeline. Over time, Pipeline shows you exactly where work slips away and what to do about it.

You earned the lead. Now win the job.

LEARN MORE

Managing timesheets just got easier. The new Timesheets page brings your entire team's time entries onto a single surface, so you can review hours, catch errors, and prep for payroll with fewer clicks.

See totals for every team member at a glance in the week view or switch to the day view to compare actual time spent on the job against what was scheduled. Built-in error hints spot anomalies so you can fix issues, complete payroll more easily, faster, and with greater accuracy.

See the improvements

Learn more about Timesheets.

Set a revenue goal and see exactly how your business is tracking—right from your Insights dashboard.

Break your annual target down by week and month to understand how you’re pacing toward your goal. Track progress with a clear visual bar, and compare your performance to last year to see your growth over time.

With a better view of your numbers, you can spot slow periods early, make adjustments sooner, and stay in control of your revenue.

Set a revenue goal

Learn how it works

Available on the Plus plan

Online booking is a huge time-saver. We’ve introduced updates that make it more flexible, easier to manage, and better at helping you capture leads and bookings.

Here’s what’s new:

• All in one place: Online booking and request forms are now part of the same experience. Simply create a new request form, and add an online booking section to it. It’s all managed in Requests and bookings.
• Capture the details you need: Add intake questions to your booking flow so you can collect important client information at the same time the booking is made.
• Customize your booking flows: Create multiple request forms with online booking enabled, each tailored for a different purpose. For example, you might have separate forms for assessments and job bookings, or different forms for different service areas.
• Reach more customers: Clients can complete your booking-enabled forms anywhere online. Embed them on your website, add them to your Client Hub, or capture bookings directly from your Google Business Profile.

Already have an online booking form in Jobber?

Don’t worry—your online booking form is still working as expected while you transition over to using request forms.

Release notes

Jobber now makes it easier to keep your workspace and pipeline organized and focused on the opportunities that matter most.

With new auto-archiving automations, Jobber will automatically transition sent quotes and requests to "Archived" status after 90 days. While 90 days is the default, you can edit this timeframe to match your team's typical sales cycle. By enabling these automations, you ensure your team only sees the active opportunities that truly need attention, so nothing gets lost in the shuffle.

Keep in mind: These automations will apply to new items; historical quotes and requests will still need to be managed manually.
If your Jobber account was created before January 29th, 2026, you must turn on these automations in Settings.

Learn more

Available on the Connect plan and up.

Improvements to the New Schedule

give you more ways to customize your calendar, focus on the work that matters, and stay on top of important reminders.

More calendar colors for better visibility 🎨

In the New Schedule, you can now
choose from 72 colors
to customize how work appears on your calendar. Apply colors to specific team members or keywords so it’s easier to visually organize work, differentiate jobs or team members, and quickly scan your day.

Filter your calendar by Overdue status and more 🔎

Need to focus on specific work? On any view, you can now filter calendar events by status to quickly find what you’re looking for—including

• Overdue items
  that need attention.. Narrow your schedule to see only the visits or work that matter most.

Quote and invoice reminders now appear in your calendar 💡

Reminders
to convert quotes into jobs and send invoices after visits now appear directly in your calendar—so you can stay on top of follow-ups alongside your scheduled work.

Try the New Schedule and discover faster, more flexible ways to plan your work.