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.
You can link notes in the Jobber App the way you can on Jobber Online. When you create a note, there will be a checkbox option at the bottom of the page to show the note in another place in Jobber. For example, an internal note created on a job can show as an internal note on the invoice created for the job as well.
Adding an Existing Note to an Email
On the Quote or Invoice that you are emailing to the client, you can click Actions > Email. This will load a screen that shows the body of text that is sent along with the invoice, with an "add attachment" button in the bottom right. Clicking this button will allow you to add an already created note as an attachment on the email so that you can share it with the client.
Note: there is an upload size limit of 10mb.
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