Navigating the new job card


How to switch to the new job card

There are two ways to switch to the new job card. Choose the option that works best for you and your team.

Option 1: Temporary activation

This switches the new job card on for you only. It does not affect any other users on your account. The setting resets each time you refresh, so it's a good way to try the new job card before committing to a permanent switch.

  1. Go to your calendar view.
  2. Scroll down the right sidebar to find the "Try new job card" checkbox, located underneath your technician filters.
  3. Tick the checkbox to switch to the new job card.
  4. Open any job card to see the new layout.

Note: This setting resets each time you refresh your browser. To keep using the new job card, you'll need to tick the checkbox again each session.

Option 2: Permanent activation

This switches the new job card on for all users on your account. Once enabled, the "Try new job card" checkbox will no longer appear on the calendar view.

  1. Go to Settings > Other settings.
  2. Scroll down to Job card options.
  3. Toggle on "Use new job card layout."

Tip: We also recommend toggling on "Allow exact auto adding to quote" in the same settings panel. This improves the functionality of the new job card when adding items to a quote.

  1. Click Save. A confirmation pop-up will appear to confirm your changes have been saved.
  2. Return to your calendar view and open any job card to see the new layout.

Switching back

To return to the old job card at any time, go to Settings > Other settings, scroll to Job card options, and toggle off "Use new job card layout." Save your changes.


Finding your way around the new job card

This video walks you through the new job card layout so you know where everything lives after switching. If you are moving from the old job card to the new one, this is the place to start.


What's new on the new job card

This video covers the features that are new to the new job card. You'll see how to add and save customer addresses directly on the job card, how to use the job card timer to track time spent on a job, and how to transfer an item to a new customer owner - including all of its service history.

If you have any questions about the new job card, please contact our support team at support@hubtiger.com or use the live chat.