Notes and Attachments in the Jobber App
You can create notes and attachments in the Jobber App.
Add, edit, or delete a note
To add a note click on the Visit > 'Notes' tab > New Note. You can then make a note and save.
To add an attachment click 'Add Attachment'. You can then take a photo, use one from your library, or from another app.
To edit or delete a note, click the note then make the changes, or click the delete button.
Permissions to add, edit or delete notes
In order to add, edit, users must have permissions to 'View and Edit'. To delete notes they need permission to 'View, Edit, and Delete' notes.
To edit an user's permissions click the Settings Gear > Settings > Manage Team > click on the users's name > click Show Advanced Permissions. You can then update their permission settings.
The Jobber Glossary
Confused by language we use in Jobber? Definitions right this way.Get Reading!
Sign up for a Webinar
Tutorials for both those new to Jobber and long-time power users.Sign Me Up!
We walk you through our biggest features and point out the essentials.Let’s Watch!