Clients

Manage your client list, store contact details, and keep track of properties, notes, and communication history.

12 guidesacross 3 sections

Client Management

Client BasicsKeep track of important client details whether you’re at the office, on the way to a job, or out in the field.22 min read Clients List Page and Key MetricsThe clients list is where you can view, search, and manage all of your clients in Jobber. From this page, you’ll see a complete list of your…4 min read Client ArchivingDo you have clients in your account who you don't consider to be a client any more? Maybe it's been a while since their last service, or may…4 min read Lead GenerationThere are many ways to generate leads in Jobber with built-in and third-party tools.6 min read Lead ManagementThe ability to differentiate between a lead and active client can help you respond to potential clients faster - winning you more work.8 min read TagsTags help keep your clients organized in Jobber.com. This can help with grouping your clients in a simpler way—such as by region (North, Wes…3 min read How to Make Mass Updates to ClientsIf you want to save some clicks and time, there are some updates to clients that can be made in bulk by taking advantage of the client impor…6 min read

Import or Export Clients

Import ClientsKeep track of important client details whether you’re at the office, on the way to a job, or out in the field.9 min read Import Clients from QuickBooks DesktopIf you are using QuickBooks Desktop and would like to import your clients into Jobber, the best way to do that is through a CSV import. This…3 min read Export Client InformationYou can export your Jobber client list from Jobber as either a CSV or vCard file. Your client list can be fully or partially exported based…3 min read

Properties

PropertiesIn Jobber, clients own properties and properties are the locations where work is performed. Properties are associated with quotes and jobs.…8 min read How to Measure Property Distance and SizeDo you need to know the measurements of a property before you actually visit for the first time? Does your pricing vary based on something l…4 min read