Welcome to Jobsworth. Start with the details needed for your first piece of work, then add the rest as you need it.
1. Sign in and check your Business
Choose the intended workspace and check your Business name, contact details and document settings. If you have been invited, use the account named in the invitation.
Follow signing in and setting up your Business.
2. Add your people and prices
Add Team entries for the people who do the work. Invite anyone who needs a login, with the right access. Set labour rates and any supplier prices you want to reuse.
See Team, Rates and Price Lists.
3. Capture the request or create a Project
Use Leads when you are still discussing potential work. If you are ready to work for a Customer, create a Project directly. Existing Customers can have several Projects.
4. Prepare the Estimate and Quote
Use the Project’s Estimate to work out costs. Create and edit the Quote, preview it and check the recipient before sending.
Follow estimating and costs and creating a Quote.
5. Book the team and record progress
Add Visits to the Project and use Team Calendar to plan the crew. Keep notes and files on the Project, record materials and log the time actually worked.
See Visits, notes and photos and time.
6. Hand over and get paid
Use Complete work on the Project to hand over the delivered work and continue to the Invoice. Check payments against the issued Invoice.
Follow handover and sign-off, Invoices and payments.
Find your way back
Dashboard shows the Business’s current position. Projects holds the work; Leads holds potential work. Use the navigation guide when you need to find another area.