What is Client Hub?
Client Hub allows your clients to log into a secure interface to view their requests, quotes, and invoices online. It is a mobile friendly site, so clients can view it on both a computer or a mobile device.
If you have Jobber Payments, or a 3rd party payment integration installed, your clients can pay their invoices online through Client Hub. With Jobber Payments or Stripe, your client can also pay a required deposit on a quote in the same way.
Before you start
Before you turn on Client Hub, it's best that your company branding is set up in your account, as this information is displayed in Client Hub. Please go to the Gear icon > Settings > Branding to make sure all your information is entered and correct, and that you have a logo uploaded.
Your logo and business name are displayed in the top left of the screen. Underneath the navigation menu is an option to 'Contact Us', when your client clicks here they will see your full company address and contact information as listed on your Jobber branding page.
How to turn Client Hub On
To turn on Client Hub, go to the Gear icon > Settings > Client Hub. On this page you can toggle Client Hub on so that clients can view their quotes and invoices online.
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.
Once you turn on Work Requests for your Jobber account it will automatically appear for your clients to view and request work online in the Client Hub.
Add Client Hub URL to Your Website
To add a link for clients to log in 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 log in as a delegate to see what they will see.
While logged in as your client as a delegate in Client Hub, you cannot make a payment or submit a Work Request.
To log in as a delegate, go to Clients on the left navigation, search the client, and click on their name. On their profile, click Actions > Log in as client. A new tab will open for you to view their Client Hub.
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 have your Work Request link added to your website or FaceBook page and your client submits a request they will be directed to their Client Hub page afterwards.
You may also want to send them a link to the Client Hub directly. To do this go to Clients on the left, search the client, and click on their name. Click Actions > Send Login Email. A box will then come up asking you to confirm and send them an email to log in 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:
Clients can request work through the Client Hub by selecting this first menu option. This is a simple request form that will appear in your Jobber account when submitted. Submitted requests will remain in Client Hub for their records. In order for this option to be available, you will need to turn on Work Requests from the Settings page. Learn more about Requests.
Quotes will appear as either Awaiting Response or Approved in Client Hub. The Approved quote list will include quotes that have been Converted into jobs. Draft and Archived quotes are not visible to your clients.
If you have Jobber Payments, 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 left 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 with the printer icon.
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