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If you are working with a service provider who uses Jobber for their software, you might become familiar with client hub. This is where you can make payments online as well as view quotes, invoices, and upcoming appointments.
Client hub can be navigated using the sidebar on the left of the page. If you don't see this sidebar, quotes, appointments, and invoices can be accessed via emails and text messages that prompt you to review them.
Clicking Contact Us from the sidebar will display your service provider's business hours and contact information. If you have any questions or need to reach out to them, this is where to direct those inquiries.
When you receive a quote from your service provider either by email or text message, it will prompt you to review the quote online in client hub.
When you click the button for Review Quote or tap the link from the text message, you will be taken to this quote in client hub. This is where you can approve the quote and pay a deposit if required, or request changes.
On the quote, you will have the options to Request Changes or Approve.
- Requesting changes will allow you to type in a text box to describe the changes you would like to see to this quote.
- Approving the quote will let the service provider you are ready to go ahead with this work. You will be prompted to sign the quote and if there is a required deposit. If your service provider accepts online payments, this is where you can pay online.
Once you approve the quote, you will need to sign. You can do this either by drawing your signature or typing your name. This is what the draw option looks like:
If your service provider doesn't require a deposit, you've done it! The quote is now approved!
If your service provider requires a deposit, the next step is to enter the payment details and hit Charge.
Keep a payment method on file
Your service provide might ask that you enter your card details and save them for future use, particularly if they are providing you with a recurring service. There are a few ways for you to save your card details:
- Choosing to keep your card on file when paying a deposit.
- If your service provider automatically has a setting to save your card when your quote deposit is paid.
- You can add and manage your card yourself through Wallet.
When to keep your card on file when paying a deposit, you will be prompted to enter your name, card number, expiry, and CVC in order to complete the transaction. There is also a checkbox to Keep this card on file which saves your card securely for future use. Keeping your card on file will save you time from having re-enter the details in the future.
Your service provider might also have a setting enabled that saves your card automatically so it can be charged for upcoming services. If this is the case there, you won't see a checkbox to keep the card on file. Instead, there will be text that reads:
By paying this deposit you agree to have your card securely saved on file for future use by [Company Name].
And voila! Once you hit Charge the quote has been approved and the deposit has been paid and your card has been saved.
You can also securely store your card details from Wallet in client hub. This is where you can set up and manage a card (or multiple cards) so that they are ready to go for recurring payments or ahead of the service being completed. You can also set up a default card or remove saved cards.
From the sidebar, select Wallet. To save your payment details, click +Add Payment Method and will be prompted to enter your card number, expiry date, and CVC.
Once you have a stored card, you can manage it Wallet. If you have multiple cards saved, one is considered the default which is indicated by a star and a 'default' label. The default card is the one that comes up automatically for your service provider to charge.
You can also use client hub to view your upcoming appointments. From the sidebar on the left of client hub, select Appointments. This will show your past and upcoming appointments. Clicking into each of them will show more information about which technician will be there to do the work.
If you have many upcoming appointments, we won't display all of them so that this page stays uncluttered. You will see the next five upcoming appointments, as long as they fall within 60 days from today. You will the five most recent past appointments, but if you have more past appointments there will be a button for Show More that will display more appointments.
When you are issued an invoice from the work you had done, this will also be visible in client hub. You can access it through an email, text message, or through the invoices tab on the side bar of client hub.
Clicking the Pay Invoice button will take you to client hub to view this invoice. If your provider accepts credit card payments, the invoice will have an option to pay online.
Clicking the Pay Invoice button in client hub will prompt you to enter your credit card details to complete the payment.
In the future if you need more work done by the same provider, one way to get in contact with them is through client hub by submitting a request for more work. By clicking the New Request tab from the sidebar on the left you can fill out the request form and indicate what kind of work you would like to have done.
In this video, Paul explains how to navigate client hub including how to approve a quote, view appointments, make a payment online, and request more work.
My provider says they’ve emailed me a quote, but I haven’t received it.
It might be that the email has gone into your spam or junk folder. In order to prevent that from happening, you will want to let your email provider know that these emails are coming from a safe email address. Adding email@example.com as a contact will ensure that these emails stay out of your junk mail. This is a handy guide on how to add (also called whitelisting) an email address as a contact across a variety of email providers.