Switch to your client account

Your login can hold a client account next to your business. It's where you see what other businesses on JobMistr send you as their customer: their quotes, invoices, appointments, contracts and messages. It's separate from your business, and separate from switching between businesses you work in.

Before you start

You need a client account first. You get one when a business that uses JobMistr invites you to its client portal and you accept. Open the invite email, sign in with the same email the invite was sent to, and click Accept invitation.

The option to add a client account yourself from the account menu (Add a client account) isn't available yet, so you may not see it.

Switching is in the account menu on a computer-sized screen. On a phone or narrow window, the menu doesn't offer it yet.

Switch to your client account

1. 1
   Click your name at the top right of the screen to open the account menu.
2. 2
   Click Switch to client account.
3. 3
   The app reloads on your client Dashboard. The menu on the left now shows client pages such as Jobs, Appointments, Messages, Quotes, Invoices and Contracts.

Switch back to your business

1. 1
   Click your name at the top right again.
2. 2
   Click Switch to followed by your business name. If your business has no name yet, it says Switch to business account.
3. 3
   The app reloads on your business Dashboard.

If something doesn't work

You don't see Switch to client account: your login has no client account yet. Accept a portal invite first, signed in with the email it was sent to.

“This invitation was sent to … You are signed in as …”: sign out, sign in with the invited address and open the invite again.

“This Invitation Has Expired”: click Ask … for a new invitation on the same page, or contact that business.

You click and nothing happens: reload the page and try again. If it still won't switch, use Report a problem in the account menu.