Table of Contents
Overview
In Jobber, clients own properties and properties are the locations where work is performed. Properties are associated with quotes and jobs. Invoices are associated with a client's billing address, but if the invoice was created from a job, then the property address from the job will also appear on the invoice. If you are batch creating invoices from jobs, then you might have multiple properties associated with an invoice.
Create a property
There are multiple places in Jobber where you can create a new property:
Create a new property while creating or editing a client:
- Select Create from the side navigation.
- Select Client, then enter the property details for the client.
Create a new property from the property section on a client's profile:
- Navigate to the client's profile.
- Locate the "properties" section of the page and select the +New Property button.
Create a new property while creating a new work item (such as a request, quote, job, or invoice):
- Select Create from the side navigation then select the type of item you'd like to create.
- If you are creating a new client for the work, you will have the option to create a new property for that client.
The steps below walkthrough how to create a property while adding a new client. At the top of the page, you'll enter the client's primary contact details. Below that, you’ll add the property information.
Every property must be associated with a client, but a single client can have multiple properties. A client can have a maximum of 100 properties.
To learn more about adding client information, check out our article on Client Basics.
From the property address section, as you begin typing the property address in the Street 1 field, suggestions from Google Maps will appear. Select the correct address from the list, and the remaining fields will automatically populate for you.
If the autofill in the property search isn't locating your property, you can enter the property details yourself manually instead of using the autofill. Type the property address in the field, then do not click on the suggestions—just continue typing the full address manually.
Add property details
The Property Details section of the new property page is where you can view and fill out any property level custom fields you've set up.
To create a property-level custom field:
- Create a new client or edit an existing one.
- From the create or edit screen, scroll to the Property details section and expand it.
- Select the button for Add custom field.
Note: In addition to the client create or edit screen, property-level custom fields can also be set up in your custom fields settings.
Add an additional contact on the property
Additional contacts can be added to properties. This can be used when there is a different contact for the property than for the client. For example, a tenant that lives in this property might need to be kept in the loop for visit notifications, but wouldn't be the billing contact or associated with other properties that belong to the client.
To add an additional contact for the property:
- Create a new client or edit an existing one.
- From the create or edit screen, scroll to the Property section and expand it.
- Select the button for Add contact.
Note: While you can create a property in Jobber in several ways, property contacts can only be added or edited from the client create or edit screen.
For the additional property contact, enter their:
- Role: What is this contact's role in relation to this property? For example, are they a tenant?
- First Name / Last Name: The full name of the contact.
- Set as billing contact: Check this box if this contact will be handling the bill for the work you're completing. This contact's email address will be an option when sending quotes and invoices.
- Property: This will be filled in already with the address of the property this contact is associated with.
- Phone number: Enter this contact's phone number. This is the phone number that will receive text messages from Jobber for the communication types selected for this contact.
- Email address: Enter this contact's email address. This is the email address where messages from Jobber for the communication types selected for this contact will be sent.
Next, select what kinds of automated communications this contact will receive. These are the same communication settings options as for contacts on clients, but for the property contact. Learn more about communications settings on clients and contacts.
Select Save contact to save this contact under your newly created property.
Note: Clients must have a name and a contact method (either an email address or phone number) entered in order to save the new client.
If you need to make any updates to the property in the future, you can go back into the property edit screen from the client profile by clicking More Actions, then Edit. This time, it won't show the property search bar. Instead you can manually make changes to the address.
Note: Once a quote or job is created with a property, the property address cannot be changed on the job.
View properties on a client's profile
From the client's page, click the property address from the Properties section to open the property details page. You can also navigate here by using the global search and searching the property address.
The property details page is where you'll find an overview of all the upcoming and past work at that property address.
From the Overview section, there are tabs to view this property's:
- Active work
- Requests
- Quotes
- Jobs
- Chemical treatments
Note: there is no tab for invoices from the property details page since invoices are associated with the client's billing address, even when a property address appears on an invoice.
The property details page also breaks down the pricing most recently used at this property as well as the tax rate that has been added to the property.
There is also a section that shows the upcoming schedule for events at this property. This includes quote reminders, tasks, and visits.
Adjust a map pin for a property
If you find that one of your properties isn't being properly geolocated when getting directions, you can adjust the map pin for a property so that it directs to the right location in Google Maps. You might also need to adjust the map pin if you see the red map icon on one of your visits when using the map view of the schedule.
To adjust a map pin, navigate to the Property details page. Then click More Actions > Adjust Map Location.
On the Adjust Map Location screen there are three ways to update the map pin:
- Manual placement: click and drag the pin on the map to the correct location, then click Save.
- Based on location: if you are currently at the property, click Use Your Current Location to put the pin where you currently are, then click Save.
- By coordinates: enter the latitude and longitude for the property, then click Save.
Delete a property
To delete a property, navigate to the property page. You can get here by clicking on the property address from the client page in Jobber, or by using the global search.
Deleting a property will delete associated quotes, jobs, and their associated estimate and price figures.
From the property details page, click Edit.
Then from the edit screen, click Delete.
Once you select Delete on a property, before it's removed you will be asked to acknowledge this warning:
"By deleting this property, you will also be deleting all of its quotes, jobs and their associated estimate and price figures. Note that Jobber's reporting will no longer take these items into account, which could potentially skew your report figures."
Select Delete Property to confirm that you want to delete the property. Once deleted, this property cannot be recovered.