Client Hub allows clients to log in securely to an interface to view their quotes and invoices online. If you have Jobber Payments (or any of our 3rd party payment integrations) installed, your clients can pay for invoices or quote deposits (note: quote deposits can only be made by the client if you use Jobber Payments or Stripe to process payments) through Client Hub. You can also add Work Requests to Client Hub. This allows clients to request new work through Client Hub.
Client Hub was built to be mobile friendly so clients can view it on both a computer or a mobile device.
Before you start
Before you turn on Client Hub, it's best that your company branding is set up, as this information is used in Client Hub. Your logo displays in the top left, and company contact info is shown in a footer at the bottom. Please go to the Gear in the top right > Settings > Branding to make sure all your information is entered and correct, and that you have a logo uploaded.
How to turn Client Hub On
To turn on Client Hub, go to the Gear in the top right > Settings > Client Hub. On this page you can toggle Client Hub on so that clients can view their quotes and invoices online. If you have Requests turned on, clients will also be able to request work through Client Hub as well.
This is also the area where you can choose if you want to require signatures on quotes and if you want to allow clients to request changes on quotes.
Add Client Hub URL to Your Website
To add a link for clients to login to Client Hub from your website, copy the URL on the Client Hub Settings page. You can then add this to your website as a link or a button. Each website builder has it's own tools for adding buttons.
Want to see what your clients are seeing before you give them access? You can login as your client as a delegate to see what they will see.
While logged in as your client as a delegate on Client Hub, you cannot make a payment or submit a Work Request.
To login as a delegate, go to People on the left, search the client, and click on their name. On their profile, click Actions > Log in as client. A new tab will open with you logged in as them as a delegate.
How does logging into the Client Hub work?
Jobber uses a modern secure email-based authentication that does not require a password. Clients will access their account all through their email. So as long as they have access to their email account, they have access to their Client Hub account.
Important! Anyone who is given the link to a Client Hub account can access all that same information as the client. For example, if you email the client an invoice, and CC someone else on the email, that other person will also be able to access this client's Client Hub as well. This is important to keep in mind when you turn on Client Hub and email clients.
How can your clients log into the Client Hub?
Clients will have a number of different ways that they can access the Client Hub. If you email them an invoice or a quote, that email will now contain a link that will securely log them into the Client Hub.
If you happen to use Requests outside of Jobber, like on your website or FaceBook page, after your client submits a request, they will be directed to their Client Hub account.
You may also want to send them a link to the Client Hub directly. To do this go to People on the left, search the client, and click on their name. Click Actions > Send Login Email. A box will then come up allowing you to confirm and send them an email to login to Client Hub.
Let your clients know about Client Hub
If you're looking for some guidance on how to communicate the changes and benefits that come with Client Hub to your clients, feel free to use this sample email as a starting point:
I’m writing you today to let you know about our new client hub!
Whether you want to take a look at a recent quote, check which invoices need to be paid, print a receipt, or request new work—you can now do it all in one place.
In the next few days I’ll be sending over your invitation to log in. This email will include your secure personalized link, and this same link will also be included with each quote or invoice we email you, which means no pesky passwords to track and reset.
We hope that you enjoy this new self-serve experience. If you have any questions at all, please don’t hesitate to reach out.
What does Client Hub look like?
The Client Hub at this point consists of 3 sections:
Quotes that are Awaiting Response and Converted will show up in the Client Hub for your clients to access. Draft and Archived quotes are not visible to your clients.
If you have Jobber Payments on, your clients can also pay quote deposits through the hub. The pay button is in the top right.
They can also print off or download a copy of their quote or payment receipt. The print button is in the top right of the Quote.
Invoices that are Awaiting Payment, Paid, and Past Due will be visible to your clients. Draft and Bad Debt status invoices will not show.
If you have Jobber Payments or any other payment integrations on, your clients can pay for any of their due invoices. The pay button is in the top right of the invoice.
They can also print off or download a copy of past invoices and payment receipts.
Clients can also request work through Client Hub. This is essentially a simple request form that a client can fill out and it will appear in your account. In order for them to request work, you will need to turn on Work Requests as well. Learn more about Requests.
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