Full Client History
Your clients are one of the most important parts of your business and that’s why you need an organized client history.
With Jobber you’ll see past quotes, jobs, visits, invoices, and a full billing history associated with each of your clients. Use custom fields to track and report on other important client details.
Are you ever on the phone with a client and need to access their information quickly? Client search makes it easy to find the information you need.
Jobber’s powerful search tool helps you find clients, jobs, and invoices, or you can sort by custom fields.
Notes and Attachments
Attach photos and files to a client’s account, and collect signatures within the Jobber app.
Whether you’re attaching photos of completed work or a job contract, you’ll always have access to a client’s complete and detailed history, in the office and out in the field.
You can also add notes and attachments to individual jobs you complete for a client.