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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:
- Jobs (including visits)
Notes are internal by default, however any saved note attachments (such as photos) can be made client-facing by attaching them to an email.
Add a note
Work items (such as requests, quotes, jobs, and invoices) have two tabs. One tab for an overview of that item and another for notes.
Notes can also be added to clients, however 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 a tab for notes.
To add a new note, navigate to the item where you want to leave a note and tap the Notes tab to open your note history for that item. Then tap Add note.
From the New Note screen, enter the note in the section for Write a note to your team. This section will expand to fit your note if you write more than one line.
If you enter phone numbers, email addresses, or URLs these can be interacted with when saved in an internal note. Once the note is saved, you can now tap these fields to call, email, or 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 attach files to the note. These might be images or any other files you want to associate with this work. Tap the + icon to attach a file to this note.
Images can be added from your device's camera roll or taken in the moment. Make sure your device has given the Jobber App permission to access your photos.
Supported file types for attachments include:
- .doc and .docx
- .ppt and pptx
- audio files including:
- .aac, .mp3, and .wav
50 attachments can be added at a time. If you need to upload more attachments, multiple batches of 50 can be uploaded. Each attachment needs to have a max file size of 500 MB. Only the last 15 attachments will be visible in the Jobber app, however all notes and attachments will be visible in Jobber.com.
Notes can be linked so that a note that is added in one place can be seen on the rest of the items in your workflow for that client. For example, a note added on a client can be linked to that client's requests, quotes, job, or invoices so that you can reference it on those items.
To link a note to another item for this client, check the box for that item from the Link note section.
The options for where a note can be linked are all items that come downstream in your workflow. Notes can be linked downwads, but not back upwards.
Once a note is saved, it will appear under the Notes tab. Tap the attachments to view them full screen. If you have multiple image files saved, you can scroll through them in a gallery view.
Note: File types like .pdf or video files don't appear in the gallery view, just saved image files.
Edit a note
To edit an existing note, tap Edit from the note.
From the Edit note screen, you can add additional details in the Write a note to your team section or add additional images by tapping the + icon.
To preview an image or remove it as an attachment on this note, tap the image from the Edit note screen. A menu will appear from the bottom of the app with options for Preview image, remove image, or cancel.
Delete a note
To delete an existing note, tap Edit from the note. From the More actions (...) icon, select Delete note.
Add note attachments to an email
When emailing a quote or invoice to a client, you may want to add some attachments to your email. Files can be uploaded from your device, or you can add a file that was already saved on a note.
From the quote or invoice, tap Review & Send. In the email preview screen, there is a section for attachments. Tap the + icon to add an attachment.
There is an upload size limit of 10MB for email attachments, as many common email providers will only support file sizes up to 10MB. We have set our attachment limit at 10MB to make sure that everyone can view their attachments.
Select the check box from the item attachment section to add that file as an email attachment.
Creating notes while offline
If you add a text note while your device isn't connected to the internet, you will see a message on the note that says "Waiting to sync until online". The note is saved on your device locally and will sync to the server once you're connected to the internet and the Jobber app is opened. Other team members won't be able to see the note until it syncs since it's saved only on your device. Once the note has been synced, the "Waiting to sync until online" will disappear. Files cannot be attached while offline.
Note: If you log out, delete, or update the Jobber app while the note is waiting to sync it will be lost.
From jobber.com, there is a custom permission setting for notes found from the Gear Icon > Manage Team > User.
The Notes permission allows the following:
- 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 certain notes can be hidden by turning off permissions for that features. 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.