Communications, Rebuilt Quotes, and Job Files
Communications is out, so you can call and text customers from a dedicated business number and only pay for what you use. Quotes and invoices were rebuilt from scratch to look like the document your customer receives, and they stay editable after you send them. Jobs now hold their own photos and documents, with links you can share with a customer and revoke later.
Improvements
- Communications Added calling and texting from a dedicated business number, billed by usage
- Communications Added turning a call into a lead
- Communications Added text notifications for new quotes, approvals, and payments
- Quotes Invoices Rebuilt the quote and invoice editors to look like the finished document
- Quotes Invoices Added editing a quote or invoice after it has been sent
- Quotes Invoices Saved line items can now be left without a price until you set one
- Quotes Added marking a quote as accepted on a customer's behalf
- Invoices Added saving a customer's card for future payments
- Invoices Improved the invoices list
- Jobs Added photos and documents on jobs, with links you can share and revoke
- Jobs Overhauled the job details page
- Jobs Improved the jobs board
- Jobs Added automatically charging the customer for recurring jobs
- Instant quotes Added quoting multiple fences in a single quote
- Instant quotes Added multiple gate sizes, each with its own price
- Instant quotes Added a linear feet measurement tool
- Instant quotes Added showing a price range instead of a single number
- Instant quotes Turned the exterior cleaning tool into a general area tool for any service priced by area
- Instant quotes Added instant quote stats to your dashboard
- Instant quotes Quotes now email you a copy with the customer's drawing
- Instant quotes Quotes you run yourself are held so you can review and send them
- Instant quotes Removed the service area requirement
- Contacts Added importing contacts from a CSV file, and more of your Jobber data
- Contacts Added merging duplicate contacts
- Contacts Added selecting several contacts at once
- Contacts Overhauled the contact details page, with copy buttons and a full timeline
- Contacts Added flagging a dog on site for an address
- Leads Added an Angi integration that imports your leads automatically
- Leads Added win rates for each team member
- Leads Improved the leads dashboard
- Leads Added choosing where leads move when you delete a pipeline stage
- Contact form Added checkbox fields and more field options
- Contact form Improved the field picker and form settings
- Time tracking Added categories for payroll export
- Time tracking Improved the time clock page
- Route optimization Overhauled the routes page
- Schedule Made the schedule easier to use on smaller screens
- Added a quick create menu on mobile
- Added switching to yearly billing in one click
- Free trials are now opt-in, with your plan and payment method shown on the billing page
- Improved loading speed across the dashboard
Fixes
- Instant quotes Fixed drawings sometimes being cut off in the emailed quote
- Contact form Fixed the embedded form not being transparent on some sites
- Contact form Fixed long field labels being cut off
- Schedule Fixed a job failing to create without telling you why
- Fixed password reset links not working when opened on another device
- Fixed the navigation menu staying open on Safari
- Fixed modals breaking back navigation on iOS
- Fixed toasts and menus appearing behind modals
- Fixed the contacts and jobs pages not being mobile friendly
- Fixed being unable to paste a phone number
- Fixed billing not showing the latest state
- Fixed a white flash when loading pages in dark mode