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 create the following:

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

Client

Tap on Client to bring you to the client creation page, where you can input a new client's information.

 

Expense

Tap on Expense to bring you to the New Expense page, where you can input the expense information and add the expense to a particular job. 

 

Job

Tap on Job, on the new job page, select a client and a property, and continue setting up your one-off job.

Learn more about creating new one-off jobs in the Jobber app.

Quote

Tap on Quote to access the New Quote page. You will need to tap onto Details on the right to select a client and property to create this new quote for. 

Request

Tap on Request to bring you to the New Request page where you will be prompted to enter the details of the work request, including client and property information.

Learn more about Work Requests.

    

 

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 schedule the date and time, and assign your team. 

Task

Tap on Task to create a new Basic task for a specific day, adding a client and property to tasks is optional.