Jobber App

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. 

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To add an attachment click 'Add Attachment'. You can then take a photo, use one from your library, or from another app. 

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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. 

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