Notes 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:
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.
The Jobber Glossary
Confused by language we use in Jobber? Definitions right this way.Get Reading!
Sign up for a Webinar
Tutorials for both those new to Jobber and long-time power users.Sign Me Up!
We walk you through our biggest features and point out the essentials.Let’s Watch!