Client Information in the Jobber App
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To view client information within the Jobber app you will first start by selecting the Clients tab in the bottom right hand corner of the screen. You will see all clients listed here that have scheduled work for the current date. To view any other clients you will need to use the search box at the top and tap onto the magnifying glass to complete your search.
When you select a client to view, the first tab on their page is the Info tab. This will list the basic information for this client, including Contact information, Property addresses, Billing address, and any other additional information you have stored on this Client within your Jobber account. You can also add any additional Properties for this Client if needed from this tab.
The Requests tab will show all requests that have been submitted by this client in their Client Hub, or internally by yourself or other users on the account. By default we show all requests, however you can choose to view a specific status by using the drop down menu. You can also create a New Request from the note icon at the top of this tab.
The Quotes tab will list all quotes that have been created for this client by status. You can change what quotes you want to view by selecting a specific status from the drop down menu. You can access any of the quotes listed by tapping onto them, or create a New Quote from the measuring tape icon at the top of this tab.
The Jobs tab will show you all jobs, past and present, for this client. You can filter to view a specific status of job by using the drop down menu. To create a New Job click onto the hammer icon at the top of the tab. Click into a job to view its details, schedule or reschedule a visit, etc.
The Billing tab is where you can see any invoices or payments associated with this client. This area can be sorted to view only specific information. When viewing invoices you can sort by status, this includes: All, Past Due, Awaiting Payment, Draft, Paid and Bad Debt. If you select to view Payments, it will list all payments recorded for this client. At the top of the client page you will see the Account Balance listed as well to see if the Client has any debt or credit with you.
The Notes tab will list any internal notes added to this client. It will list the date and time the note was added, and include a picture of the user who added it. You can also create client notes directly from this area by tapping the + New Note option. You will be able to type in a note, or choose to attach a photo by using your device's camera or by choosing from the photos you've already captured.
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