Category: Professional Services
Jobba User Client Benefits
Marketing for Jobba users to share with their customers and clients explaining the benefits of Jobba for them.
HubSpot Contact Association Labels
These definitions are designed for any Jobba team member who needs to organize their prospect/customer
contact relationships with us/Jobba. Contact associations will allow us to create reports and send targeted
emails by creating lists in Hubspot. Keep in mind, contacts can have multiple association labels.
Professional Services Folder
The Professional Services Folder stores all materials relevant to professional services and support.
Jobba Scope of Work Proposal
Jobba Scope of Work Proposal. Please make a copy, then edit. DO NOT EDIT THIS DOCUMENT.
Samsung Purchase Program
Jobba Trade Technologies partners with Samsung Electronics America to provide our customers with the opportunity to purchase Samsung products.
Onsite Visitor Process & Checklist
If you are planning on having visitors/customers/prospects coming onsite to Jobba please follow this process and fill out the checklist. MAKE A COPY - DO NOT EDIT ORIGINAL
Customer Request SOP
To ensure all Customer Requests are processed, accounted for, and have complete transparency they will need to come through Support where a Zendesk ticket will be created.
Kick-Off Deck Template
PLEASE MAKE A COPY OF THIS POWERPOINT. DO NOT EDIT THE ORGINAL COPY.
Jobba “Cheat Sheet”
Jobba "Cheat Sheet" includes the packages options, what's included, and implementation hours.
Jobba Product Catalog v5.1
Access or share the most recent Jobba proposal product catalog anytime at HTTPS://JOBBA.COM/CATALOG.
- Jobba Onboarding
- Jobba Support
- Jobba Package Options
- Standard Component Descriptions
- Optional Tool Descriptions
- Consulting Services
- Jobba Onboarding
- Jobba Support
- Jobba Package Options
- Standard Component Descriptions
- Optional Tool Descriptions
- Consulting Services
Internal Lead Submission Form
Please use this form to send any leads to our Sales department.
Swag Box Request Form
Inform Marketing when you would like to send a Jobba swag box to 1-2 people - prospects, clients, or partners. Please read the Swag Box Process document before using this form.
Quick Document Template Guidelines
Jobba allows you to create custom, professional document templates that align with your company's brand.
- Access the Template Editor
- Fonts, Colors
- Logos, Background Images
- Page Layout, Image Grids
- Access the Template Editor
- Fonts, Colors
- Logos, Background Images
- Page Layout, Image Grids
Quick Support Guide
The Jobba Support Team is entirely U.S. based. We offer a range of services that will keep our customer’s businesses running efficiently.
- Support Availability
- Support Response Times and Labor
- Support Definitions
- Extended Support
- Software Updates and Upgrades
- Support Availability
- Support Response Times and Labor
- Support Definitions
- Extended Support
- Software Updates and Upgrades
Jobba Data Migration Options Flyer
Data migration services are available to collect and move data from one or more systems to Jobba. Data can include client/vendor information, locations, properties, contacts, elements, deficiencies and materials. Jobba Trade Technologies will assist you in migrating your data from an XLS or CSV file to Jobba.
