Welcome to Jobsworth. Use this guide to set up the essentials and follow your first piece of work through the app. You can start with a Lead, or go straight to a Project when you already know the Customer and the work.
1. Set up your Business
Sign in, choose your workspace and check your Business details. Add the people who need access, then review your document and payment settings before sending anything to a Customer.
Start with setting up your Business and adding your team.
2. Record potential work
Use Leads to keep contact details, the work requested and the next action together. Move the Lead’s stage yourself as the conversation progresses.
Follow capture and manage Leads.
3. Open the Project
A Project holds one piece of work for a Customer. It keeps the Estimate, Quotes, Visits, costs, notes and Invoices together. Start it from a Lead or create it directly.
Follow create a Project.
4. Estimate and agree the work
Build the Project’s Estimate when you need to work out costs. Prepare a Quote for the Customer, review the document and send it. Record later changes as Variations when they affect the agreement.
Read Project costs, Quotes and Variations.
5. Book Visits and record the work
Add a Visit for each attendance. Keep notes and files on the Project and record worked time against the relevant Visit. Time rolls up into the Project’s Timesheets.
Use booking Visits or getting started on your phone.
6. Hand over, invoice and collect payment
Complete and hand over work from the Project. Review the saved work with the Customer, collect a signature when appropriate and prepare the Invoice. Confirm money received separately.
Follow Project handover and recording payments.