What’s new in Jobber (Sep 2026): Jobber Teammate, Custom Report Builder, and Projects

1. Five changes a service-business owner should act on (primary)

What it is: From the September announcements, these five need a decision, not just awareness: (1) Jobber Teammate, in beta with early access from 23 September, an AI agent that sends a Daily Digest, triages an Action Board where it drafts quotes and marketing campaigns for your review, and learns Customizable Routines such as rescheduling the day for weather (Jobber Now release, 23 Sep); (2) Custom Report Builder, where you describe a report and Jobber AI builds it from your live data (Jobber Now release, 23 Sep); (3) Projects, for longer, multi-stage work organized into phases, milestones, tasks, and visits (Jobber Now release, 23 Sep); (4) Crew Scheduling, which groups employees and subcontractors into crews you assign to a job in one step (Jobber Now release, 23 Sep); and (5) Jobber Bookkeeping, in which Jobber says your books are professionally managed alongside your operational data, with time, expenses, receipts, and supplier invoices captured automatically (Jobber Now release, 23 Sep).

2. Jobber Teammate (beta): Digest, Action Board, Routines

What it is: Per the 23 September release, Jobber Teammate is built into Jobber and uses what Jobber already knows about the business. Its Daily Digest is a morning briefing on money collected, expected, and outstanding, jobs scheduled, and crew status. Its Action Board triages what needs attention and gets a head start — Jobber’s examples are drafting quotes and building marketing campaigns to fill gaps in the schedule — “ready and waiting for a service pro’s review.” Customizable Routines let you show Teammate once how to handle a recurring situation, such as rescheduling the day for bad weather or a sick employee, and it handles it that way going forward. Jobber says Teammate is in beta, that it learns your preferences over time, and that service pros stay in control.

Routines are where control matters most. A routine that reschedules a whole day touches every customer on it. Before you teach one, write down what it may do on its own and what must wait for you — for example, Teammate may prepare a rescheduled day, but the office manager approves the new times before customers are texted. Read the first ten things it prepares before you let it handle anything without a look.

3. Custom Report Builder on Plus

What it is: Jobber’s Custom Report Builder article (published 22 September, updated 23 September) says you describe the report you want — data, date range, grouping, filters, and charts — and Jobber AI builds it from live data across jobs, clients, quotes, invoices, and timesheets, with no exporting. It is available on the Plus plan, only Admins can create and access custom reports, and new reports start as Visible only to me; you can change that to Visible to admins. The article also says “Jobber AI can make mistakes,” to double-check report data, that large tables paginate, that a build longer than five minutes times out, and that a report shows data as of its last run until you select Refresh report.

Two practical points. Check one number in every new report against a standard report before anyone uses it for pay, pricing, or a bonus. And set shared reports to Visible to admins: the article says a Visible only to me report becomes orphaned if the admin who built it is removed from the account.

4. Projects (beta) for multi-stage work

What it is: The 23 September release describes Projects as “designed for larger, longer and more complex work”: work organized into phases, milestones, tasks, and visits, so the office and field teams follow one structure for the life of a project. The Jobber Now 2026 page marks Projects as available in beta with an early-access button, and says progress updates automatically as work is done. Jobber puts it alongside other larger-business updates shipped this year — automated job costing, improved time tracking, Jobber Voice for field teams, a files and media library, and team @mentions.

If you already run multi-stage jobs in a construction tool such as Buildertrend or Procore, Projects is a possible second home for the same work. Pick one system per job type before the beta — two schedules for one remodel is how a crew turns up on the wrong day. That overlap is a row in the Stack map for field service ops.

5. Crew Scheduling on Plus

What it is: Jobber’s Crew scheduling article (8 September) says crews let you group your team, assign a whole crew to a visit or task in one action, and filter the calendar by crew in day, week, and month views. It is available on the Plus plan and in Jobber Online, not yet in the Jobber app. The article also says calendar events stay visible to the whole team by default, and that team members without permission to view the team list can still see everyone assigned to a visit they can access. The 23 September release adds that crews can include subcontractors.

Subcontractors in a crew can see who else is on a visit. That’s usually fine; check it anyway if any visit carries notes you wouldn’t share outside the company. Crew Scheduling is a scheduling change, not an AI one — but it changes what Teammate’s Daily Digest reports as crew status, so set crews up before relying on that line.

6. Bookkeeping, phone calls, marketing, and who approves each one

What it is: Also in the 23 September release: Jobber Bookkeeping, which Jobber says puts a business’s books under professional management by Jobber next to its operational data, with employee time, expenses, receipts, and supplier invoices captured automatically; Phone Calls in Jobber, described in the future tense — service pros “will be able” to make and receive calls in Jobber, with Receptionist handling follow-up actions; and Marketing Suite updates, new Marketing Plan and Brand Builder capabilities for campaigns and social content. The pricing page was updated the same day. Owners: Teammate and Bookkeeping → the owner; reports and crews → the office manager; Projects → the operations lead; Receptionist and calls → whoever owns the phones; Marketing Suite → whoever approves anything customers see.

Bookkeeping is a different kind of decision from the rest: it hands your books to Jobber’s service. Ask your accountant how it fits your current close, tax filing, and payroll before you switch, and keep one person responsible for approving the monthly numbers. Phone Calls in Jobber is an announcement, not a feature to plan around yet.