Notes in Jobber

There are a few places that notes can be kept in Jobber: on the Client, 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. 

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.