Notes

Notes and Attachments in Jobber

There are a few places that notes can be kept in Jobber: on the Client, Work Request, Quote, Job, and Invoice.

If a note is created in a certain level, it can transfer downwards from there, but not back upwards:

 

 

How to Make a Note

On the client's profile, on the right side of the page below the billing history box there will be a section called Internal Notes and Attachments. This field also appears on Work Requests, Quotes, and Invoices however it will be located at the bottom of the page rather than the side. 

Notes made in this field are strictly internal, so your client will not see them. This is also where you can upload photos or attachments. These notes & attachments can also be selected as client facing attachments when you email a quote or invoice to your client. 

To allow a note to transfer from any of the sections, mark the areas that you want them to transfer to:

If you make changes to a note, it will change that note everywhere it is located. If a note is edited by someone other than the first person who wrote it, there will be a timestamp of when it was changed, along with editor's name. 

Notes made in the Jobber App are visible on Jobber Online. 

Notes and Attachments Upload Size

You can store as many notes or attachments as you like within Jobber as long as they are each under 50mb. For example, on a client you can have many files saved as client notes. However, if you are adding an attachment to an email, the maximum upload size is 10mb total. There can be multiple attachments, but the sum of anything attached to an email must be under 10mb. When adding an attachment, you have the opportunity to include an internal note (which will then make it client-facing) or upload a file from your computer. You will see a progress bar on the attachment screen to let you know when your file sizes are approaching 10mb.