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- Hi, Im Sarah from Jobber. The client page is a one-stop shop for all the information you need about a client. Lets go over it. First, you will see the client name at the top of the page. Below that are the properties for the client. You can add a new property for this client by clicking New Property. Then we have here the client overview. The client overview has a few options. Active work. These are any items that are currently active. Ongoing and upcoming jobs, send quotes, draft an awaiting payment invoices. Anything that hasnt been closed out yet. Other tabs here will show individual items. You are able to view a history of the clients work requests, quotes, jobs, and invoices. You can create new items from here by clicking New. The schedule section shows all scheduled items in order, starting with whats upcoming and showing completed items at the very bottom of the list. Over here on the right side of the page you will see the contact info and any custom fields on the client
