Overview

You and your team can run your day-to-day operations from anywhere with our iOS and Android mobile apps. Available on the Apple App Store and Google Play Store.

You can create internal notes and attachments in the Jobber App that you can then view online. Notes are handy for keeping track of details, saving attachments, like before and after photos, or scanned copies of paper forms.

Notes can be added to:

  • Clients
  • Requests
  • Quotes
  • Jobs (including visits)
  • Invoices

Notes are internal by default. However, you can make any saved note attachment, such as a photo, client-facing by attaching it to an email.

Add a note

Work items, such as requests, quotes, jobs, and invoices, have two tabs: one for an overview of that item, and another for notes.

Notes can also be added to clients. On a client’s page, you’ll see three tabs instead of two: one for a client overview, one for a list of their work, and one for notes.

To add a new note:

  1. Navigate to the item where you want to leave a note.
  2. Tap the Notes tab to open your note history for that item.
  3. Tap Add note or the camera icon. The camera icon prompts you to add a photo or video first, but both options let you add files and text.
  4. From the New Note screen, enter your note in the Write a note to your team section. This section expands to fit your note if you write more than one line.

If you enter phone numbers, email addresses, or URLs, you can interact with them once the note is saved: tap a phone number to call, an email address to email, or a URL to open a webpage.

Note: Phone numbers must be entered in this format to display as a clickable link: xxx-xxx-xxxx or xxx xxx xxxx or 1-xxxxxxxxxx.

When adding a note, you have the option to add files to it. These might be photos, videos, PDFs, or any other files you want to associate with this work. Tap the attachment icon to add a file to the note.

You can add photos and videos from your device’s camera roll, or capture them in the moment. Make sure your device has given the Jobber App permission to access your photos.

Supported file types for attachments

Supported file types for attachments include:

  • .csv
  • .doc and .docx
  • .pdf
  • .txt
  • .ppt and pptx
  • .mp4
  • .jpeg
  • .png
  • .gif
  • .webp
  • .avif
  • audio files including: 
    • .aac, .mp3, and .wav

You can add 50 attachments at a time. If you need to upload more, you can upload multiple batches of 50. Each attachment has a maximum file size of 750 MB. Only the last 15 attachments appear in the Jobber app. All notes and attachments remain visible in Jobber.com.

Mark up photos

In visit notes, you can use the photo markup tool to add drawings, shapes, and text.

To mark up a photo:

  1. Open the Jobber app and navigate to the item where the photo is attached.
  2. Tap Edit to enter edit mode.
  3. Tap the photo you want to mark up.
  4. Select the pencil icon to open the markup screen.
  5. Use the markup tools to add drawings, shapes, or text to the photo. You can also use a pinch gesture to zoom in on a photo while marking it up.
  6. Select Done to save your markup.
  7. Select the X icon to exit the photo preview screen.

Once you’ve marked up a photo, you can revert it back to the original before saving the note or item, and mark it up again as many times as you need. After you save, reopening the photo to edit it no longer offers this option; the markup becomes permanent at that point.

Note: Markup is only available in edit mode. If you open a photo from the view of a saved note or item without tapping Edit first, the pencil icon does not appear.

The markup toolbar includes the following tools:

  • Draw: Freehand drawing tool. Use your finger to draw lines and shapes directly on the photo.
  • Shapes: Add predefined shapes, such as rectangles, circles, and arrows, to highlight areas of the photo.
  • Text: Add text labels to the photo.
  • Color: Change the color of your drawings, shapes, or text.
  • Undo: Remove the last markup action.

By default, Jobber links new notes to items downstream in your workflow. For example, Jobber links a note added on a client to that client’s requests, quotes, jobs, or invoices, so you can reference it on those items. If you don’t want to link the note, deselect the boxes under Link note. If a note is pinned from Jobber.com, Jobber preserves that in the app, so you see the pinned note at the top.

The order of items within the Jobber workflow is as follows:

  1. Clients: Can be linked to Requests, Quotes, Jobs, and Invoices.
  2. Requests: Can be linked to Quotes, Jobs, and Invoices.
  3. Quotes: Can be linked to Jobs and Invoices.
  4. Jobs: Can be linked to Invoices.
  5. Invoices: Notes on invoices only appear on the invoice.

Once you save a note, it appears under the Notes tab. Tap the attachments to view them full screen. If you have multiple photo or video files saved, you can scroll through them in a gallery view.

Note: All file types appear in the gallery view. Non-photo files, like .pdf, display as a file icon rather than a photo preview. Videos feature a play button icon in the center of the thumbnail.

Mention teammates in notes

Available on the Plus plan.

On the Plus plan, you can @mention a teammate directly in a note to flag important information and notify them right away. When you tag someone, they receive a notification in the Jobber app and in their mentions feed. The mentions feed is a personal view that shows only the notes where they’ve been tagged. Access it by tapping the notifications bell icon and then selecting the Mentions tab.

To mention a teammate in a note:

  1. Navigate to the client, request, quote, job, visit, or invoice where you’d like to leave the note.
  2. Tap the Notes tab, then tap Add note.
  3. In the note field, type @ followed by the teammate’s name.
  4. Tap the teammate from the suggestion list that appears.
  5. Finish writing your note, then tap Save.

A few things to keep in mind about @mentions:

  • You can only @mention teammates who have permission to access the work object where the note is saved. For example, a teammate without invoice access cannot be mentioned in an invoice note.
  • The mentions feed shows only notes where you’ve been tagged. It’s personal to each user. Non-admin users see only the mentions feed; admin users also have access to the full activity feed.
  • @mentions are available in both the Jobber app and on Jobber.com.
  • On the app, you can see whether a teammate has read the note they were mentioned in. A read indicator appears once they’ve viewed it, so you know your note got seen.

Edit a note

To edit an existing note, tap the pencil icon next to the note.

From the Edit note screen, you can add additional details in the Write a note to your team section, or add additional files by tapping the attachment icon.

To preview or remove an attachment on this note, tap its thumbnail from the Edit note screen. What happens next depends on the file type:

  • For documents, like PDFs, a menu appears from the bottom of the screen with the options Preview file and Remove file.
  • For photos and videos, the attachment opens directly in an expanded preview screen. From there, select the pencil icon to mark it up, the open icon to view it in a browser, the share icon to share it, or the trash icon to delete it from the note.

Delete a note

To delete an existing note:

  1. Tap the pencil icon from the note.
  2. From the More actions (…) button, select Delete note.
  3. Select Delete to confirm. This deletion is permanent.

Add note attachments to an email

When emailing a quote or invoice to a client, you may want to add attachments to your email. You can upload files from your device, or add a file already saved on a note.

From the quote or invoice, tap Send, then select Send by email. The email preview screen includes a section for attachments. Tap the + icon to add an attachment.

There is an upload size limit of 10MB for email attachments, since many common email providers only support file sizes up to 10MB. We set our attachment limit at 10MB so everyone can view their attachments.

Select the checkbox(es) from the item attachment section to add that file as an email attachment. You can upload a file from your device, add a PDF version of the quote, or select from any notes and attachments already added to the quote. Once you’ve made your selections, select Save.

Add photos and videos to a visit or assessment with the camera button

When you are viewing a visit or assessment in the Jobber app, a camera button appears in the bottom right corner of the screen in place of the quick create button. Tapping it opens your device’s camera so you can capture photos or record video directly from the visit or assessment.

To add photos or video to a visit or assessment:

  1. Open the Jobber app and navigate to the visit or assessment.
  2. Tap the Camera button in the bottom right corner to open your device’s camera.
  3. Capture your photos or video, then tap Done or Save when you’re finished.

Jobber automatically creates a note on the visit or assessment and attaches all captured photos and videos to it.

Note: The camera button is only available on visit and assessment pages. On all other pages in the app, the quick create button appears as usual.

Photos and videos are saved to your device’s camera roll by default. To turn this off:

  1. Open the Jobber app and tap More from the bottom menu.
  2. Select Preferences, then toggle off Save photos to device. Your photos remain attached to their notes in Jobber.

Create notes while offline

When your device goes offline, you see a banner stating the time you went offline and to check your internet connection.

Saving a text note or attachments while your device isn’t connected to the internet brings up a message that says “Waiting to sync until online.” The note, including the attachment, saves locally to your device and syncs to the server once the internet connection returns and the Jobber app is open. Other team members can’t see the note until it syncs, since it’s saved only on your device.

Note: If you log out, delete, force close, or update the Jobber app while a note is waiting to sync, the note is lost.

Note permissions

The browser version of your account has a custom permission setting for notes. To find it:

  1. Log in to Jobber.com.
  2. Select the Gear icon.
  3. Select Manage Team.
  4. Select the user you’d like to edit.

The Notes permission offers the following options:

  • View job notes only
  • View all notes
  • View and edit all
  • View, edit, and delete all

These permissions apply to all notes across Jobber. However, turning off a user’s permission for a specific feature also hides notes tied to that feature. For example, if a user’s permission for quotes is toggled to Off, they won’t see quotes, including quote notes.

Learn more about User Permissions.

Learn more in a live workshop

Want to see mobile workflows like this in action? Register for a free Jobber app workshop to walk through scheduling, tracking time, and more from your phone.