Jobber App

Quick Create in the Jobber App

To open Quick Create, tap on the + in the bottom right corner of the Jobber App. You can use Quick Create to add the following:

  • Client
  • Expense
  • Job
  • Quote
  • Request
  • Task

Screen_Shot_2018-07-25_at_10.42.21_AM.png

Client

Create a new client through Quick Create by tapping Client. This will bring you to the client creation page, where you can input this client's information:

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Screen_Shot_2016-08-30_at_8.36.22_AM.png 

Expense

Create a new expense record through Quick Create by tapping Expense. This will bring you to the following screen, where you can input the expense information:

Screen_Shot_2018-01-17_at_5.18.12_PM.png

 

Job

Create a new job through Quick Create by tapping Job. On the new job form, select a client, and continue setting up your one-off job.
Learn more about creating a one off job in the Jobber App

Request

Create a new Request through Quick Create by tapping Request. This will bring you to the following screen where you will be prompted to enter the details of the work request including the client information.

    Screen_Shot_2018-07-26_at_12.09.19_PM.png

 

The on-site assessment is optional. If you would like to schedule an on-site assessment, you can toggle the switch ON and you will be prompted to enter the date, time, and assign your team. 

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Task

Selecting the task option will allow you to create a basic task for a specific day:

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A basic task can be associated to a specific client and property.

Screen_Shot_2016-08-30_at_9.33.35_AM.png

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