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Create and share a job with your client

S
Written by Sophie

Create an own job and share the details with a client who does not use 9ID.

Step 1: Create the job

Go to Jobs and select Add Job. Enter the job title, description and dates, then select Continue.

The Add Job form with the job title, description and dates

Step 2: Assign workers

Choose the workers who will carry out the job. You can also assign workers later.

Step 3: Share with the client

Turn on Send share link via email and enter the client’s email address. Select Create & Share. To share later, leave the switch off and select Create Job.

The client receives an email with the link and a 6-digit PIN. They need both to open the job.

The share step of Add Job with the client's email address

What the client sees

The client does not need an account. With the share link and PIN, the client can:

  • See the job details.

  • See the job tree and all subcontractors.

  • See the workers on the job and on each sub-job.

  • Download the documents of these workers.

  • Download the company documents that you linked to the job. See Share company and connection documents.

Please note

Own jobs do not show open tasks. Only client jobs show open tasks.

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