Client Hub Help from Window Cleaning Magic

Overview

If your service provider uses Jobber, you'll use the Client Hub to view and pay invoices, quotes, and see appointments.

Access is via a secure link sent through email or text—no password required. If that link is older than 14 days, you may be asked to re-enter your email or phone to log in. Client Hub presents navigation via a sidebar or direct links from your messages.

“Contact Us” gives your provider’s hours and info.

Printing & Downloads

To download quotes, invoices, or receipts, click “Download PDF” (or “View” → “Download PDF” for receipts). Use printer dialogue to save or print as preferred.

Example: Click “Download PDF” in the top right of your quote or invoice.

Quotes

Click “View Quote” in your email or text to open it in Client Hub. From there you can:

• Approve the quote (pay a deposit if required).
• Request changes via an embedded text box.

If a deposit is required, enter your details and click “Approve & Pay.” If not, just “Approve."

Example: Approve and digitally sign the quote in Client Hub.

Keep a Payment Method on File

Choose to save your card when paying a deposit, or go to Wallet in the sidebar to manage methods. You can add, remove, and select a default card for future payments.

Appointments

The Appointments tab shows your next five upcoming visits (within 60 days) plus your last five past ones. Clicking each reveals which technician is coming.

Example: View scheduled visits in the Appointments section.

Invoices

Invoices appear under Invoices or via links in your notifications. You can pay online via card or bank. If available, you can add a tip before payment.

• Select card or ACH, enter info, add tip, then press “Pay”.
• Download PDF for records.

Requests

Use the New Request tab to ask for new work. Just submit the form and the provider receives the request.

Example: Fill out the request form to ask for service.

Troubleshooting

If you can’t find a quote or invoice, check your spam/junk folder. Ensure emails from [email protected], @getjobber.com, or @txn.getjobber.com are whitelisted.

Still stuck? Reach out via Chat or your provider’s “Contact Us” info.