How to Create a Client in Jobber

Steps:

  1. Log into Your Jobber Account

    Access your Jobber dashboard by logging into your account.

  2. Click on "Create"

    Navigate to the "Clients" section from the main menu on the left-hand side.

  3. Select "New Client"

    In the top right corner, click the "New Client" button to start adding a new client.

  4. Fill in Client Information

    Enter the client's details such as name, email, phone number, and address.

  5. Add Additional Info

    Include any extra details such as notes, tags, or billing preferences for the client.

  6. Click "Save"

    Once all necessary information has been added, click "Save" to create the new client in Jobber.

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