Table of Contents
Overview
Find every photo, document, and file associated with a client in one place, without needing to remember where it was saved.
The Files and media tab on a client's profile consolidates images and files from across that client's notes and checklists into a single gallery. Instead of navigating through individual job notes or visits to track down a file, you can browse everything in one view.
Files and media library availability
The files and media library is available on the Plus Plan or with Marketing Suite. View our current pricing plans.
To check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
Files and media is accessible:
- On the web: from the Files and media tab on a client's profile.
Access files and media from Jobber.com
To view a client's files and media from Jobber.com:
- Navigate to Clients from the side navigation.
- Select the client whose files you want to view.
- Select the Files and media tab on the client's profile.
The gallery displays all files associated with that client, organized by date. The total number of files appears beside the "All files" heading.
To switch between a grid view and a list view, use the view toggle icons on the right side of the gallery.
User permission for files and media
There is a dedicated user permission setting for Files and media.
When this permission setting is enabled, team members will be able to access the files and media tab on a client's profile. By default, admin users will have access to files and media.
Add new files and media from Jobber.com
To add new content to the files and media section on a client's profile, add attachments to notes for this client or upload images on checklists. These files will automatically populate in the client's files and media section.
Filter files and media
Use filters to narrow down the gallery and find the right file quickly. The following filters are available:
-
Source: Filter by where the file was added, including:
- Client
- Requests
- Quotes
- Jobs
- Invoices
-
File type: Filter by the type of file, including:
- Image
- Word Document
- Excel
- Other file types
- Date: Filter by when the file was added.
To apply a filter, select the filter name at the top of the gallery, then choose the value you want to filter by.
View file details
Select any file in the gallery to open it in a larger view. The detail view shows metadata about the file, including:
- Client: The client this file belongs to.
- Source: Where the file was added (for example, a specific job).
- Added: The date, time, and address associated with the file.
- Added by: The team member who added the file.
Preview a PDF
On Jobber.com, you can preview PDFs inline in the detail view without downloading.
From the Files and Media tab, select a file to open it. To narrow down the list of files, filter by source or file type.
From the open file, use the page navigation arrows to scroll through the other file content in the carousel.
To open the PDF in a new tab instead, click the external link icon in the left corner of the file.
Note: Inline PDF preview is available on Jobber.com only.
Download files
To download a single file from your files and media library:
- Navigate to Clients from the side navigation.
- Select the client whose files you want to view.
- Select the Files and media tab on the client's profile.
- Click a file to open the gallery
- Click the download icon to save the file to your device.
To download multiple files at once:
- Navigate to Clients from the side navigation.
- Select the client whose files you want to view.
- Select the Files and media tab on the client's profile.
- To select a file, hover over the thumbnail and select the checkbox in the top right corner.
- Repeat for each file you want to download.
- Select the download icon to save the files to your device.
Note: You must have files selected before the download button is visible.
To select every file in the gallery at once, select Select All. To clear your selection and start over, select Deselect All.
Frequently Asked Questions
Is there a storage limit for files and media?
There is no storage limit for files and media at this time.
Can I download all files at once?
Yes! Files can be downloaded individually, or in batches.
Learn how to Download files.
Can I pull files from the library into a note or attachment on another item?
The Files and Media tab on a client's profile is a view-only gallery — you cannot add files to other items directly from this tab. However, you can reuse existing photos and files from your Jobber account when adding images or attachments to an invoice, or when creating marketing content as a job showcase.
What metadata is stored for each file?
Each file includes the client, source, date and time it was added, the address, and who added it. Device-level metadata like camera settings is not stored.