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.

14-day trial · No credit card required

Built For
Jobber Sales Teams
Action Lists
10 Curated Views
Pricing
$49/mo · Unlimited Users
The Problem

The Silent Pipeline Killer

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.
🍂
Things Falling Through
The Solution

One Dashboard. Every Salesperson. Everything That Needs Action.

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."
  • Always live & synced. Real-time integration with Jobber. Auto-refresh every ~5 minutes. One-click deep links back into Jobber.
Owner: Sarah ×
Owner: Mike ×

The 10 Lists That Run Your Sales Day

Every stage of your pipeline. Every action that's waiting.

📋 Requests
Overdue Requests
Past their follow-up date and waiting for contact
Unconverted Requests
Active opportunities not yet turned into quotes
💰 Quotes
Quotes Unsent
Drafted and ready to send to clients
Approved Quotes
Client said yes, ready to convert to jobs
🔧 Visits & Jobs
Recently Completed Visits
Work is done, needs follow-up or invoicing
Late Jobs
Jobs running behind schedule
Jobs: Action Required
Jobs flagged for salesperson attention
Jobs: Requires Invoicing
Completed jobs still waiting for invoices
💵 Invoices
Draft Invoices
Created but not yet sent
Invoices Awaiting Payment
Outstanding receivables to track
Team Visibility

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 salesperson to see their complete workload across all stages
  • Compare side-by-side to spot patterns and balance capacity
  • Share filtered views via URL—send each person their exact priority list
See It In Action
MONDAY MORNING STANDUP
Sarah
7 overdue requests
Mike
12 jobs requiring invoicing
Team View
23 quotes ready to send

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

Navigate 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.

🔄

Live Sync

Real-time GraphQL integration. Auto-refresh every ~5 minutes.

🔒

Enterprise Security

OAuth 2.0 authentication with encrypted token storage.

Simple Pricing

One flat price for your entire team

$49/mo
or $499/year (save ~15%)
✓ Unlimited Users
✓ All 10 Action Lists
✓ Live Jobber Sync
✓ All Features Included
✓ Cancel Anytime
Start 14-Day Free Trial

No credit card required · Connect Jobber in minutes

Up and Running in 5 Minutes

1

Create Account

Sign up with your email and company name

2

Connect Jobber

Use secure OAuth to authorize access

3

See Dashboard

Your live action lists appear immediately

Turn Your Jobber Pipeline into a Daily Action List

If it's on the dashboard, it needs action. If someone owns it, you'll know who.

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