Never Miss Another
Follow-Up in Jobber
The command center that shows everything your sales team owes your customers—organized by salesperson, updated in real-time, all on one screen.
If it's on the dashboard, it needs action. If someone owns it, you'll know who.
No credit card required
The Silent Pipeline Killer: Things That Fall Through the Cracks
You're running a tight operation in Jobber. Jobs get scheduled, work gets done, customers get served. But here's what's happening in the background:
Follow-ups go stale
Requests sit past their follow-up date because no one has a daily view of what's overdue.
Quotes don't get sent
They're drafted, approved, but stuck in limbo—waiting for someone to hit send.
Work isn't invoiced
Jobs are marked done, but the invoice never gets created. Money sits on the table.
Ownership is unclear
When something's stuck, managers can't tell if it's a priority problem or a people problem.
One Dashboard. Every Salesperson.
Everything That Needs Attention.
ActionDesk sits on top of your Jobber account and transforms your sales pipeline into one clear, living action list.
See the whole pipeline
Requests, Quotes, Visits, Jobs, and Invoices in 10 curated lists. Only shows items waiting for action—no noise.
Track every salesperson
Filter by individual to see exactly what they own. Share filtered URLs: "This is your priority list for today."
Work faster
Global search across all lists. Keyboard shortcuts for navigation. Pin important lists, hide the rest.
Always live & synced
Real-time integration with Jobber. Auto-refresh every ~5 minutes. One-click deep links back into Jobber.
The 10 Lists That Run Your Sales Day
Every stage of your pipeline. Every action that's waiting.
📋 Requests
- Overdue RequestsPast their follow-up date and waiting for contact
- Unconverted RequestsActive opportunities not yet turned into quotes
💰 Quotes
- Quotes UnsentDrafted and ready to send to clients
- Approved QuotesClient said yes, ready to convert to jobs
🔧 Visits & Jobs
- Recently Completed VisitsWork is done, needs follow-up or invoicing
- Late JobsJobs running behind schedule
- Jobs: Action RequiredJobs flagged for salesperson attention
- Jobs: Requires InvoicingCompleted jobs still waiting for invoices
💵 Invoices
- Draft InvoicesCreated but not yet sent
- Invoices Awaiting PaymentOutstanding receivables to track
Finally Know Who Owns What
The biggest challenge in managing a sales team isn't capacity. It's visibility. When follow-ups get missed, you need to know: Is this a priority issue or a people issue?
- Filter by individual salesperson to see their complete workload
- Compare multiple people side-by-side
- Spot patterns: See who's converting and who's stuck
Monday Morning Standup:
Built for People Who Live in Jobber
Work faster. Stay focused. Never hunt for the next action.
Global Search
Find any request, quote, job, or invoice across all lists instantly.
Keyboard Shortcuts
V F / 1-5Navigate views, filters, and categories without touching the mouse.
Custom Layouts
Pin important lists to the top. Hide the noise. Focus on what matters.
Shareable Views
Send a colleague exactly the filtered view you're looking at via URL.
Why ActionDesk?
vs. Jobber Native
- See everything on one screen (no tab switching)
- Filter salespeople across all stages
- Cross-object search
- Power-user shortcuts
vs. Generic BI
- Zero config—built for Jobber workflows
- No stale data snapshots
- Action-focused, not just analytics
- Deep links back to Jobber
vs. Spreadsheets
- Always current, fed directly from Jobber
- No double-entry or formula breakage
- Team-wide access
- No CSV exports needed
🔄 Live Jobber Sync
Direct GraphQL integration. Auto-refresh every ~5 minutes. We cover Requests, Quotes, Visits, Jobs, Invoices, Clients, and Team Members.
🔒 Enterprise Security
OAuth 2.0 authentication. Encrypted token storage. We read your data live—we don't duplicate or own your customer database.
Built for Service Businesses
Sales Managers
Start every day reviewing overdue items. Drill into pipelines. Balance workloads.
Salespeople
See today's priorities. Clear unsent quotes and overdue follow-ups without asking for help.
Owners
See where work is stuck. Make data-driven decisions on capacity and process.
Simple Pricing. Unlimited Users.
One flat price for your entire team.
No credit card required. Connect Jobber in minutes.
Up and Running in 5 Minutes
Create Account
Sign up with your email and company name.
Connect Jobber
Use secure OAuth to authorize access.
See Dashboard
Your live action lists appear immediately.
Frequently Asked Questions
Do I need a Jobber account?
Yes. ActionDesk is built exclusively for Jobber and requires an active Jobber account.
Does this replace Jobber?
No—think of it as mission control. You still manage scheduling and details in Jobber.
Is my data secure?
Yes. We use OAuth 2.0 and don't create a separate copy of your customer database.
Can my whole team use it?
Yes! All plans include unlimited users. Invite everyone who needs visibility.
Turn Your Jobber Pipeline into a Daily Action List
If it's on the dashboard, it needs action.