How does client management work in Jobber?
Create detailed client profiles you can access fast
Customize your client profiles to save the details that matter most to your business, then search for them easily from the office or field.
Quickly find details from past jobs
Have the full history of a client’s past jobs available at your fingertips—no more scrambling for info in the middle of a phone call.
Keep organized records of client communication
See all past emails and text messages between you and your clients, including automated notifications, booking confirmations, and on-my-way texts.
Turn sales leads into customers
Tag contacts as leads in Jobber so you can prioritize your time and resources, managing them separately from active clients.
“Before we had Jobber, a lot of our issues were trying to get all our customers into one database.”
Integrations that fit the way you work
Simplify payroll with automatic syncing of your approved timesheets from Jobber to QuickBooks Online.
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Schedule jobs efficiently and monitor your entire fleet directly in Jobber with Fleetsharp’s real-time GPS location data
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Automate tasks between apps with custom triggers—seamlessly connecting Jobber with 2,000+ other tools
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Sync Jobber clients to Mailchimp for seamless email marketing and paid ad campaigns.
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Get the tools you need to work smarter, stay in control, and grow with confidence.
Explore other features
Online booking
Turn website visitors into booked jobs automatically—no follow-up required.
What is field service CRM software?
Field service CRM software like Jobber helps you keep a clean and organized client history so that you never lose touch with the core of your business—your clients.
With Jobber, your team has access to important client details from the field without phone calls back to the office. That helps you provide a professional, reliable experience to every customer.