Clients

Client Basics

In Jobber, information is stored under clients. A client must exist before a quote, job or invoice can be created 

 

Under Clients, there are 2 subsections:

• People: This is a list of your clients, sorted by first or company name as a default.
• Properties: This is a list of your service properties, sorted alphabetically by owner or company name as a default.

 

Searching and Sorting Clients or Properties

 

You can search in clients or properties pages by using the search bar in the top left. 

To reorder information in the clients or properties pages, use the Sort drop down on the right side.

You can sort clients by first or last name, or by those that have recent activity.

You can sort properties alphabetically by owner, street, city, country, province/state, or postal/ZIP code.

Tags can also be useful for sorting your clients—select one or multiple tags to filter the list to clients or properties that have those tags. Learn more about Tags.

 

Creating and Editing a Client

 

To create a client, select  New Client in the top right corner. This will open the client creation page:

This will bring you to the client create page.

On the client create page, you can enter the following details:

Contact Name	A first and last name for your customer
Company Name	An optional company name for your customer
Company?	Select this option to make the specified Company Name the primary identifier on Quotes and Invoices
Billing Address	An optional billing address that Quotes and Invoices will be addressed to instead of the Property address.
Phone	Multiple phone numbers of different types can be added
Email	Multiple e-mail addresses of different types can be added
Custom Client Fields	You can track as many additional custom fields as well. Learn more about Custom Fields
Property Address	The service address for the first Property under this Client.
Custom Property Fields	Just like custom Client fields, but for Properties. Learn more in the Custom Fields

 

Note: It is not currently possible to merge two client profiles into one in Jobber. You will either need to manually move the data over into one profile and delete the duplicate, or keep both clients, but rename one of the clients that you don't primarily use to include "do not use" in the name of the client.

 

The Client Page

 

If you click on a client from the list, it will take you to the main page of information for the client. You’ll find the entire history of your work with this client here.

The client page is broken down into the following sections:

• Properties: Service addresses for this client.
• Client Overview: quotes, jobs and invoices for this client. The Active work tab shows work that is currently open or active.
• Visits/Basic Tasks/Reminders: All current and completed tasks for this client. These are ordered by date, with completed items on the bottom of the list.
• Tags: Any tags you've added for this client. Learn more about Tags
• Billing History Box: All invoices, payments and deposits for this client. Learn more about the Billing History Box.
• Notes & Attachments: Add internal notes to a client to keep track of client’s preferences and other information.
• Client Communications: See a list of the emails and text messages that you have sent this client.