Client Basics Updated May 29, 2025 17:23

Overview

Keep track of important client details whether you’re at the office, on the way to a job, or out in the field.

In Jobber, clients are the building blocks for work. Requests, quotes, jobs, and invoices are all associated with clients. Clients are also where details like contact information and property details are recorded.

Create and edit a client

Click the Clients tab on the sidebar. This will take you to the client index page where you can view your client list. In the top right of this page, click the New Client button to create a new client.

This will bring you to the client create page, where you can see both the client details and property details and set up additional contacts for this client. 

On the client create page, enter the main point of contact for the client. This is the person who will receive communication by default unless otherwise specified. This includes:

• First Name / Last Name: The full name of the primary person responsible.

• Company Name: Useful for commercial clients or business contacts.

• Title: This is an optional field. You can select Mr., Mrs., Ms., Miss., or Dr., as a way to address this client.

Next is the communication section where you add the contact information for the primary contact Enter a:

• Phone Number: This is the phone number used for phone calls and text messaging. If this client is able to receive text messages to this phone number, set the toggle for "Receives messages" to on. 
  Note: If there are multiple phone numbers listed, only the primary number will be used by default for text messages. 
  

• Email: This is the email address for this client. 

To add more phone numbers or email addresses for this client, click the + button. For each one, use the dropdown menu to specify the type—such as Main, Work, or Personal—so you know how each contact method should be used.

Select Communication Settings to open the communication preferences for automated messages for this client. For each type of communication, use the toggle to set if this client can receive this type of automated message, including:

• Outstanding quote follow-ups: Quote follow-ups will be sent to any client or contact the quote was originally sent to originally AND the clients or contacts who have quote follow-ups toggled on in their communication settings. 
• Overdue invoice follow-ups: Invoice follow-ups will be sent to any client or contact the invoice was sent to originally AND the clients or contacts who have invoice follow-ups toggled on in their communication settings. 
• Upcoming assessment or visit reminders: Assessment or visit reminders will go to any client or contact that has assessment and visit reminders toggled on. 
• Job closure follow-ups: Job follow-ups will go to any client or contact that has job follow-ups toggled on. 
• Ask for a review: If you are using the reviews add-on, clients will be asked for a review according to the trigger you've set up in your review settings. 

Select the Save button to save these communication settings for this client. 

If you need to add additional information on this client, expand the section for Additional client details. This is where you'll find the settings for:

• Lead Source: From the dropdown, select how this client learned about your business. Learn more about lead sources.
• Custom fields: If you've set up client level custom fields, this is where they can be filled out for this client. To add a new custom field, select the button for Add custom field.

To set up additional contacts on this client (for example, maybe this client has a spouse that needs to stay in the loop about work, or maybe you're working with a tenant that needs notifications about work at the property but isn't the billing contact) expand the section for Additional contacts, then select Add contact. The contact added here will be associated with the client. Clients and contacts have their own automated communication settings. 

For the additional contact, enter their:

• Role: What is this contact's role in relation to the client? For example, are they a tenant or family member? 
• First Name / Last Name: The full name of the contact.
• Set as billing contact: Check this box if this contact will be handling the bill for the work you're completing. Billing contacts on clients will pre-populate when sending a quote or invoice to this client, including batch invoicing.
• Phone number: Enter this contact's phone number. This is the phone number that will receive text messages from Jobber for the communication types selected for this contact.
• Email address: Enter this contact's email address. This is the email address where messages from Jobber for the communication types selected for this contact will be sent.

Next, select what kinds of automated communications this contact will receive. These are the same communication settings options as for clients, but for the contact. Learn more about communications settings on clients and contacts.

Once you've filled out the information for this client, it's time to save to create the client in Jobber.

When saving the client there are two options:

• Save Client: This option saves the client, then brings you back to the same client's profile where you can look over the details. 
• Save and Create Another: This options saves the client, then you are taken to another client creation screen where you can create another new client. 

Note: It is not possible to merge two client profiles into one in Jobber. 

Add a property to the client

Properties are the physical locations that you go to complete work. In Jobber, properties belong to clients. Clients can have one property, no properties, or multiple properties. 

When creating a client, there is an option below the primary contact details to add a property address. These fields will autocomplete as you begin typing the property address in the Street 1 field, however addresses can be added manually as well. 

Property level custom fields can be edited by expanding the section for as you begin typing the property address in the Street 1 field, suggestions from Google Maps will appear Property details.

To add a property contact, expand the Property contact section, then select Add contact. 

Learn more about properties

Track lead sources

When adding or editing a client, there is a field for Lead Source. This is where you can indicate how this customer found your business. The lead source field has dropdown options for:

• Referral
• Google
• Facebook
• Instagram
• Flyer
• Vehicle wrap
• Event
• Other

You can also choose to add your own custom lead sources. From the lead source drop down menu, select Create new lead source and then enter the name of the new lead source and select Create. Click Edit custom lead sources to rename, or remove options custom lead sources from the list.

Once selected, the lead source appears on the client's profile as well as a column option in the client contact info report. 

Automatically add lead sources using UTM tracking

If you are using paid marketing to get leads, your UTM (Urchin Tracking Module) tags can be used to track where the lead came from and automatically fill out the lead source field on clients. UTM tags are small pieces of text added to the end of a URL that help track marketing performance. UTM tags can be added directly to your request and online booking URLs to track how these clients found you. 

A UTM tag is made up of a base URL and one or more UTM parameters. The parameters Jobber uses  to automatically add your lead source are:

• UTM source (for example: utm_source=google)
• UTM medium (for example: utm_medium=email)
• UTM campaign (for example: utm_campaign=summer_sale)
• UTM term (for example: utm_term=spring+cleanup)
• UTM content (for example: utm_content=blue_banner)

With the addition of a UTM tag, your request link may look like:

https://clienthub.getjobber.com/client_hubs/c41b3424-827e-4ab9-a74d/public/work_request/new?utm_source=facebook

Leads that come into Jobber from submitting a request form with the above URL would be labelled with "Facebook" as the lead source, automatically. 

With the addition of a UTM tag, your online booking link may look like:

https://clienthub.getjobber.com/booking/c41b3424-827e-4ab9-a74d?utm_source=website

Leads that come into Jobber from online booking with the above URL would be labelled with "website" as the lead source, automatically. 

Lead sources can be tracked using the Client Lead Source Report.

Add UTM tracking to your request link

To track the source of your request leads, start by customizing your request URL:

1. Navigate to the Gear Icon > Settings > Requests.
2. From the "Share request form" section, select the View Link Options button.
3. Copy the request URL by selecting the Copy URL button.
4. Paste the request URL somewhere you can edit the text such as a Google doc or Word doc, then from the URL replace "source=social media" with the UTM source for the source you're tracking, for example, "utm_source=website".
5. Update or add the new URL to the places where your clients are booking so that you can track which customers are coming in through this lead source. This might be a specific page of your website (you may wish to format this link as a button) or your social media accounts. 
6. Repeat for any additional sources you wish to track. 

Requests submitted from this URL:

https://clienthub.getjobber.com/client_hubs/c41b3424-827e-4ab9-a74d-c21283d55aaa/public/work_request/new?utm_source=Jobber_help_center

Will come into Jobber with the lead source automatically entered:

Add UTM tracking to your online booking link

To track the source of your online booking leads, start by customizing your online booking URL:

1. Navigate to the Gear Icon > Settings > Online Booking.
2. From the "Share booking link" panel on the bottom of the Online Booking settings page, select the Copy Link button.
3. Paste the online booking URL somewhere you can edit the text such as a Google doc or Word doc, then from the URL add "?utm_source=" followed by the source you're tracking, for example, "utm_source=Jobber_help_center". 
4. Update or add the new URL to the places where your clients are booking so that you can track which customers are coming in through this lead source. This might be a specific page of your website (you may wish to format this link as a button) or your social media accounts. 
5. Repeat for any additional sources you wish to track. 

Online bookings submitted from this URL:

https://clienthub.getjobber.com/booking/5b804d6f-0561-41f6-998e-7663b2aea679?utm_source=Jobber_help_center

Will come into Jobber with the lead source automatically entered: 

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:

• Contact Info: This is where you'll see the client's phone number(s), email addresses(s), lead source, client custom field information, and integration custom fields (such as Xero or QuickBooks Online). 
• 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/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.

The More Actions button has options for creating new items that will automatically be associated this client. The options are:

• Request: Create a new request for this client.
• Quote: Create a new quote for this client.
• Job: Create a new job for this client.
• Invoice: Create a new invoice for this client. 
  • When creating an invoice from the client page, you will have an option to include any jobs that are in requires invoicing status, so you can include multiple jobs on a single invoice. 
• Collect Payment: Record a payment for this client. 
  • Note: This is a record of a payment that you've already received, such as a cash or check payment. Cards cannot be charged when collecting a payment on a client's profile. If a client is making a payment by card, they can pay online through client hub or you can collect their payment and enter their card details on an invoice. 
• Task: Create a new task for this client. 
• Calendar Event: Create a calendar event for this client. 
• Property: Create a new property for this client. 
• Show on Map: View the client's property in Googe Maps.
  • Note: This option is only available if the client has one property. If they have multiple properties, you can view them on a map by clicking the Pin Icon on the property page. 
• Adjust Map Location: If you need to update where the map shows the property, it can be adjusted. Learn how to Adjust a Map Pin.
• Archive Client: Archive this client so that they no longer show as active. 
• Download VCard: Export this client in VCard format. VCards can be added to your phone (or other devices) to import this client as a contact. 
• Send Login Email: Send an email to invite your client to log into client hub. Client hub is where they will view their quotes, invoices, appointments, and wallet.
• Log in as Client: Preview what your client will see in client hub.
  • Note: Some actions are disabled in client hub when you preview, but will be available to your client. 

Client list

Clicking Clients from the side navigation menu will bring you to your full list of clients.

The client index page shows your full client list. You can search or properties using the search bar in the top left. 

At the top of the list are some metrics to help you understand how your business is performing, including:

• New leads: On pricing plans that include lead management, new leads added in the last 30 days (including today) will show. There is a trend indicator to show change over the previous time period. Hover over the trend indicator to see a breakdown of the leads per period. 
  Note: When a lead becomes an active client, they are not removed from the "new leads" count up top. However, they will appear as an active client in the clients list. A lead becomes an active client when they approve a quote, have a scheduled job, or an sent invoice.
• New clients: This is the number of new active clients added in the last 30 days (including today). There is a trend indicator to show change over the previous time period. Hover over the trend indicator to see a breakdown of the leads per period.
  Note: When clients are imported, they will appear as both "new leads" and "new clients".
• New clients YTD: This shows the number of new active clients added this calendar year (including today). 

To narrow down your client list, tags and statuses can be used as filters. Click Tags or Status to open a list of all tags and statuses and select one to filter the list. If you are filtering the list with tags, multiple tags can be selected. Learn more about Tags.

Clients can be sorted by name or last activity. Click on the Name or Last activity headings to sort your client list in ascending or descending order. 

To remove filters from your client list, click the Status dropdown, then select All. 

Clients can also be searched using the search bar. When filters are applied to the client list, the search bar text will say "Search filtered clients". When no filters are applied, it will read "Search all clients". 

Actions on the client list

There are actions you can take on clients directly from the client list that save you the time of clicking into the client. These actions are:

• Edit tags (including adding and removing tags)
• Sending a general email
• More actions - Select ... (More actions) to:
  • Archive client
  • Delete client

Hover over the client in the list to view the actions. 

Bulk actions on the client list

Bulk actions allow you to make changes to multiple clients at once from the Clients list. You can use bulk actions to:

• Delete selected clients

• Edit tags for selected clients

Delete multiple clients

To delete clients in bulk:

1. Go to the Clients tab in the side navigation.

2. Use filters or the search bar to narrow down your list, if needed.

3. Check the boxes beside each client you want to delete. To select all clients on the current page, click the checkbox at the top of the list.

4. Click the trash can icon above the list.

5. Confirm the deletion when prompted.

There is no limit to the number of clients that can be deleted at once, however when selecting clients you can only select the checkboxes that are visible on screen.

Note: Deleting a client is permanent and will also remove all associated work, such as requests, quotes, jobs, and invoices. Deletions cannot be undone.

Edit tags on multiple clients

Tags can be edited for multiple clients at once. To edit tags for multiple clients:

1. Select Clients from the side navigation to view your client list.
2. From the client list, check the boxes next to each client name, then select Bulk edit tags from the menu above the client list to open the Edit tags pop-up.
3. For the selected clients, select tags to add or remove.
4. Then select Save. 

To select all clients, check the box above the list to check the box beside every client. There is no limit to the number of quotes that can be deleted at once, however when selecting quotes you can only select the checkboxes that are visible on screen.

To deselect all your selections, click Deselect all located above the list. 

Note: Deleting a quote is permanent. Deletions cannot be undone.

Lead labels

Lead labels show on your client list and on the client profile, you can track and manage your clients and leads. This way you can tell at a glance who is an existing client and who is a prospective client allowing you to prioritize your time and resources.

In order to track which people have had work done, the label for "lead" will appear until one of these actions are taken:

• A job is created for them

• An invoice is sent to them

• Their quote is approved

These actions represent the jump from a lead or prospective client to a client. Once one of these actions have happened, the "lead" label will be removed from the client's profile.

Archiving clients

Clients can be marked as Archived if they are someone who you no longer consider a client but would like to keep a record of them and the work performed. Archiving a client removes them from your client list, but does not delete them. You will still be able to see their past requests, quotes, jobs, and billing history and they will still be able to access their client hub. 

From the clients profile, click More Actions > Archive Client. 

Click here to learn more about Client Archiving.