Feature
Clients
Know your clients
Every client — their contact details, job history, payment status, and notes — lives in one clean profile. Before you pick up the phone, you know who they are, what you've done for them, and whether they've paid. No more digging through old emails or asking 'remind me, what did we do last time?'
98%
Retention rate
Capabilities
Everything Clients does for you
Know your clients before you pick up the phone. Every client's contact details, job history, and payment status live in one clean profile.
Unified client profiles
Contact details, job history, invoices, and payment status — all in one place, one click away.
Payment history
See every invoice, payment, and reminder sent — and whether this client pays on time or needs chasing.
Job history
Every job you've done for this client, with dates, descriptions, and invoice links.
Notes & tags
Add custom notes and tags — 'VIP', 'net-30', 'prefers text' — so your whole team has context.
Quick search
Find any client by name, phone, address, or tag in seconds — even with thousands of records.
How it works
Up and running in minutes
01
Create
Add a client when you take the first call — or let Jobby create one automatically from a new job.
02
Build history
Every job, invoice, and payment automatically attaches to the client profile over time.
03
Reference
Before any call or visit, pull up the client to see their full history and payment status.
Case Study
"Clients changed how we run our business. We save hours every week and get paid significantly faster. I wish I'd switched sooner."
Mike T.
Owner, Reliable Plumbing Co.
Real-world use
How trades pros use Clients
- Check a client's payment history before accepting a new job
- See every job you've done for a client in one place
- Tag VIP clients so your whole team gives them priority
Clients FAQ
Clients questions
How long does it take to set up Clients?
Most trades businesses are up and running with Clients in under an hour. Our setup wizard walks you through every step, and you can import existing data from spreadsheets or other tools.
Can I try Clients before paying?
Yes. Every Jobby plan starts with a free trial — no credit card required. You get full access to Clients and every other feature so you can see if it fits your business before paying anything.
Does Clients work on my phone?
Absolutely. Clients works on any device — phone, tablet, or desktop. The mobile app is built for the job site, so you can use Clients from anywhere, even offline.
What if I need help with Clients?
Our support team is available by email, chat, and phone. Most questions are answered within a few hours. Pro and Business plans get priority support with faster response times.
Can I customize Clients for my business?
Yes. Clients is built to adapt to how your business works — not the other way around. Customize settings, templates, and workflows to match your process.
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