Win more jobs with professional quotes! This Jobber tutorial provides a step-by-step guide on how to create and send quotes in Jobber, helping you impress clients and secure more business.


What you'll learn in this video:
Introduction to Quotes in Jobber (Importance of Professional Quotes): We'll start by emphasizing the importance of professional quotes in winning jobs and building client trust.

Creating a New Quote in Jobber (Step-by-Step Process): Guide viewers through the process of creating a new quote in Jobber, from selecting the client to adding services.

Adding Line Items to Your Quote (Services, Products, Descriptions): Demonstrate how to add line items for services, products, and descriptions to ensure clarity and transparency.

Customizing Your Quote (Branding, Terms and Conditions): Show viewers how to customize their quotes with company branding, terms and conditions, and other important details.

Previewing Your Quote (Checking for Accuracy): Emphasize the importance of previewing the quote before sending it to ensure accuracy and professionalism.

Sending Your Quote to the Client (Email, Print, Online): Explain the different options for sending quotes, including email, printing, and online client portals.

Tracking Your Quotes (Status Updates, Follow-Up): Demonstrate how to track quote statuses and follow up with clients effectively.

Converting Quotes to Jobs (Streamlining the Workflow): Show viewers how to seamlessly convert accepted quotes into jobs within Jobber.

Tips for Creating Winning Quotes (Clear Pricing, Persuasive Language): Share valuable tips for creating quotes that stand out and persuade clients to choose your services.

Troubleshooting Common Issues (Formatting, Sending Errors): Address common issues encountered when creating or sending quotes and provide troubleshooting solutions.

Best Practices for Quote Management in Jobber (Templates, Automation): Discuss best practices for managing quotes efficiently, including using templates and automation features.


Why use Jobber for quotes?
Professional Presentation: Create professional and polished quotes that impress clients.
Streamlined Workflow: Simplify the quoting process and save time.
Improved Communication: Communicate clearly with clients about pricing and services.
Increased Conversion Rates: Win more jobs with persuasive and well-designed quotes.
Better Tracking and Management: Track quote status and follow up effectively.


Who is this video for?
Jobber users
Field service business owners
Contractors and service providers
Anyone looking to improve their quoting process
By the end of this video, you will be able to:

Confidently create and send professional quotes in Jobber.
Track your quotes and follow up with clients effectively.
Win more jobs and improve your business performance.
Ready to streamline your quoting process and impress your clients? Watch the video now!

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