📋 Managing Jobs on the Client Hub Mobile App


Last Updated: October 2026

Jobs are now available on the Client Hub mobile app, giving your team a way to view and work through assigned jobs right from their phone.


📋 Viewing Your Jobs

Go to the Jobs tab at the top of the screen.

You'll see a list of jobs assigned to you, along with their tasks. Use the Open Jobs and Completed Jobs tabs to switch between work in progress and finished work.

  • Tap a job to open it and view its tasks and details
  • Task status and due dates are visible directly from the job view

🎯 Using the Task Picker

The task picker makes it easy to move between tasks within a job without leaving the job view.

  • Use the task picker to jump directly to any task in the job
  • Quickly switch between tasks without scrolling through the full list

👆 Opening a Task

Tap a task to open it directly and view its full details, instructions, and comments.


✋ Task Actions

Press and hold a task to access the Edit/Delete menu.

  • Edit the task details
  • Delete the task if it's no longer needed

⚠️ Warning: Deleting a task cannot be undone. Make sure you no longer need the task or any associated information before removing it.


💬 Adding Job Comments and Notifying Your Team

Use job comments to keep your team informed and aligned.

  1. Tap the comment bubble on a job card to open the Comments screen.
  2. Type your note in the Type a message box.
  3. Tap the bell icon next to the message box.
  4. Check the box next to each team member you want to notify.
  5. Tap the send icon to post your comment.

📝 Note: Only team members who have access to the client workspace appear in the list.


🧠 Tips

  • Use the task picker when you need to move quickly between several tasks in the same job
  • Press and hold any task any time you need to edit or remove it — you don't need to open the task first
  • Job details, task groups, and dependencies set up on the web version carry over automatically to mobile
  • Use the bell icon any time a comment needs someone's attention so they get notified right away
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