Client Information in the Jobber App Updated October 26, 2022 16:21

Overview

You and your team can run your day-to-day operations from anywhere with our iOS and Android mobile apps. Available on the Apple App Store and Google Play Store.

 

Clients tab

The clients tab in the app shows clients that have recently had work done, which comes in handy for those times you know you've recently visited a client but can't quite remember their name or the details.

Beyond just clients, you can also view recently updated requests, quotes, jobs, and invoices. This client list shows to users who have the user permissions to "show clients on their Jobber menu".

The Clients tab is located in the bottom menu in the app beside the quick create icon.

To search your client list in the app, tap Clients from the bottom menu. 

The clients tab shows the 100 most recent clients or work items that have been recently updated in Jobber, but other items can be pulled up using the search. On the Grow plan, if a client is a lead they will have a label next to their name indicating that they are a lead. 

These are the items that can be searched:

• Client name
• Client phone number
• Address
• Custom field entry
• Line item
• Quote/job/invoice number
• Subject or description
• Request titles
• Client notes
• Transaction number

To narrow down the list even more, different work items can be tapped from the top of the list to show only that type of item. For example, tapping Quotes would remove requests, jobs, and invoices from the list and only show quotes. The list will show the most recent 100 items of that type, but items beyond the most 100 recent can be pulled up from the search. These tabs for work items only show to users who have permission to view these items.

Note: The search results vary based on what item you've selected to search. For example, property addresses can only be searched when clients are selected.

The status for each item will show in the list, so you'll know at a glance which items will need to be followed up with including scheduling an unscheduled job. 

Adding a client in the app

There are multiple places in the app to create a new client, mainly through the quick create menu or any screen where you are adding a client to some work whether that's to a request, quote, job, or invoice.

To create a client from the quick create menu, click the + icon in the bottom right corner of the app. Then tap client. This will open the New Client page. This page is what you would also see if you were creating a job and had selected to add a new client rather than creating a client from the quick create menu.

If you have a client who is in your phone contacts that you'd like to add in Jobber, you can tap Add From Contacts. Note: Adding a client from your contacts does not bring over their address so you will still need to enter the address manually. 

To add information to this client, in each section you can tap to expand the fields to:

• Add a name
  • First and last names or company name
• Add phone number
  
  • Toggle a switch to indicate if this phone number can receive text messages
• Add email
• Add additional info (this section is for client custom fields)

Clients created in the app will have text messages enabled by default, but if a client would prefer to not receive text messages this can be turned off by sliding the toggle for Receives Text Messages to OFF. This setting can also be edited in the future if the client's preference changes. Enabling text messages, allows you to send "On My Way" Text Messages or text invoices and quotes from the app.

Tap Main to update the label for the phone number. The label differentiates what kind of phone number this is which can be handy when a client has multiple phone numbers. Options include main, work, mobile, home, fax, and other.

In the additional Information section, you will see custom fields that have been setup for clients. 

If you keep scrolling down, you will see the property details. This is where you can enter their property's address and if there are any property custom fields, you can fill those out as well.

The property address field shows by default since you will likely need to add a property address when creating a new client. The property address field uses Google address suggestions to help you enter the address quickly and correctly. The Google address suggestions are based on your current location. If you have not already given the Jobber App permission to use your location, when entering a property address you will be prompted to allow the app to use your location. Location sharing can also be enabled for the Jobber app through your phone's settings. If location permission is denied, the suggested addresses will generic. 

If the billing address is the same as the property address, toggle Billing address matches property address to ON. Otherwise, toggling this off will prompt you to enter the billing address for this client. 

Tap Add Additional Property Information to select one of your existing tax rates for this property and fill our property level custom fields. 

Client overview and tabs

Once the client is created, you will see an overview of the client. Starting from the top of the screen you'll see their account balance, name, followed by the address of the first property added for this client. There are two icons, if you tap the phone icon the app will place a call to that client. The map pin icon will open up directions through either Google Maps or Apple Maps depending on which app you have on your phone. 

Lead label

If you are on the Grow plan, you may see a lead label in the top right of the client. This is part of lead management functionality and indicate that they are still a lead.

In order to track which people have had work done, the label for "lead" will appear until one of these actions are taken:

• A job is created for them
• An invoice is sent to them
• Their quote is approved

Next on the client overview page, you have a series of tabs.

Info

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.

Requests

The Requests tab will show all requests that have been submitted by this client through the 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 dropdown menu. You can also create a New Request from the inbox icon at the top of this tab.

Quotes

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 dropdown menu.

You can access any of the quotes listed by tapping them, or create a New Quote from the measuring tape icon at the top of this tab.

Jobs

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 dropdown menu.

To create a New Job click on the hammer icon at the top of the tab. Click into a job to view its details, schedule or reschedule a visit, etc.

Billing

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 using the dropdown, this includes:

• All
• Past Due
• Awaiting Payment
• Draft
• Paid
• Bad Debt

If you select to view Payments, it will list all payments recorded for this client.

Notes

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.