One dashboard that shows every overdue request, unsent quote, and uninvoiced job — organized by salesperson, updated in real time.
Jobs get scheduled, work gets done. But in the gaps between stages, money quietly leaks out.
Requests sit past their follow-up date because nobody has a daily view of what's overdue.
Drafted, approved, but stuck in limbo — waiting for someone to hit send.
Jobs marked complete with no invoice created. Revenue sitting on the table.
When something's stuck, you can't tell if it's a priority problem or a people problem.
Every stage of your Jobber pipeline, distilled into action items. If it's on the list, it needs someone's attention.
Past follow-up date, waiting for contact
Active opps not yet turned into quotes
Drafted and ready to send
Client said yes — convert to jobs
Work done, needs follow-up or invoicing
Running behind schedule
Flagged for salesperson attention
Completed, no invoice created
Created but not yet sent
Outstanding receivables to track
ActionDesk is built for people who live in Jobber all day. Fast filters, deep links back into Jobber, real-time sync.
Navigate views and filters without touching your mouse.
Find any request, quote, job, or invoice across all lists instantly.
Send a teammate their exact filtered priority list via URL.
Pin important lists to the top. Hide the noise.
Real-time Jobber integration. Auto-refreshes every ~5 minutes.
OAuth 2.0 with encrypted token storage. Enterprise-grade.
or $499/year — save ~15%
No credit card required
If it's on the dashboard, it needs action. If someone owns it, you'll know who.
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