Clients

Create New Property

 You can create a Property a few different ways in Jobber:

  • By creating a new Client
  • Through a Client's page
  • The Properties section
     

Creating a new property through creating a new client

Create a new property through creating a new client through People > + New Client.

Screen_Shot_2017-07-17_at_9.33.45_AM.png

Clicking + New Client will bring you to the client creation page, where you can input the client's property details on the right. Clicking Create Client will save this property under your newly created client.

Screen_Shot_2017-07-17_at_9.35.34_AM.png

 

To add additional properties to a client, take a look below where you can learn to add properties through a Client's page.

 

Creating a new property through a client's page

Create a new property through a client's page by opening their page. Do this by searching for it in the People section, or by using the Global Search magnifying glass in the top navigation. Once on the client page, find the Properties section, and click + New to input the property information. 

 

Screen_Shot_2017-07-06_at_5.35.46_PM.png

Clicking + New will bring you to a screen where you can input this property information:Screen_Shot_2017-07-06_at_5.37.28_PM.png 

 

 

Creating a new property through the properties section

Create a new property through the properties section through Properties > + New Property:

Screen_Shot_2017-07-06_at_5.36.09_PM.png

 

This will bring up a popup screen where you can choose an existing client, or create a new one: 

Screen_Shot_2017-07-06_at_5.36.30_PM.png

 

Either choosing an existing client or creating a new one will bring you to a page where you can input and save this new property information.

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