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

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.

 

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. 

 

Clicking + New will bring you to a screen where you can input this property information: 

 

 

Creating a new property through the properties section

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

 

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

 

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.