Clients

Creating New Properties

 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 by going to People from the sidebar. Then click New Client in the top right corner.

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Clicking New Client will bring you to the client creation page, where you can input the client's property details on the right.

The property details show a search bar for the client's property address and a map. The map shows your current location (that's the area around Jobber HQ in the photo below!) when you start typing into the property search, it will look at properties in your area and auto-complete their property address. 

Screen_Shot_2019-06-21_at_4.59.56_PM.png

If the autofill in the property search isn't locating your property, there is an option to enter a custom address. This will take you to a screen where you can manually enter the client's property address. This is a good option for times when the property address is so new that Google Maps doesn't recognize it yet. 

Screen_Shot_2019-06-21_at_5.01.38_PM.png

Clicking Create Client will save this property under your newly created client.

If you need to make any updates, you can go back into the property edit screen from the client profile by clicking Actions > Edit. This time, it won't show the map with the property search bar. Instead you can manually make changes to the address. 

Screen_Shot_2019-06-20_at_11.31.01_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 Property to input the property information. 

Screen_Shot_2019-07-12_at_9.37.29_AM.pngClicking + New will bring you to a screen where you can input this property information. When you start typing in the property address, suggestions will appear based on your location. You will also be able to see the location on a map. 

Screen_Shot_2019-06-21_at_5.05.44_PM.png 

Creating a new property through the properties section

You can create a new property from the Properties tab on the sidebar. Click the New Property button in the top right corner of this page.

Screen_Shot_2019-07-12_at_9.39.13_AM.png

 

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

Screen_Shot_2019-07-12_at_9.40.45_AM.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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