Help center.

Finish the welcome wizard, add your business phone number under Settings, and then create your first job.

Yes, the Dashboard of a new business has a Watch demo button that books a sample job in front of you without saving anything.

Choose New job, enter the customer's name and phone, pick a job type and a start time, and choose Create job, and the customer record is created for you.

Export your customers and jobs from your old CRM as CSV files, then upload them under Settings → Import data, where JobField detects the source and maps the columns for you.

No, a row whose phone number already belongs to a customer in JobField is skipped, so importing never creates a duplicate customer.

Open Settings → Help & Support to start a live chat with the JobField team, or email support@jobfield.app.

Pick the technician in the Assign tech field when you create the job, or drag the job onto that technician's column on the Schedule board.

Open the job, press Send SMS under Client, pick a quick template or write your own message, and press Send.

Press Call customer on the job and JobField rings your own phone from your business number, then connects the customer, so the number they see is the business one.

Build the estimate on the job's Estimates tab, press Send to text or email the customer a link, and the customer approves by typing their name and pressing Approve and sign.

On a computer, open the job's Attachments tab and press Upload, and on a phone the technician taps Attach for photos or Add note for a note the customer never sees.

A job's status only changes when someone taps it, so a job stays Scheduled until the technician taps Done or you set the status yourself on the job page.

Open Payments and finish the Set up payments card, or use the Payments step of the welcome wizard, and JobField Pay is ready to take cards.

Open the job, tap Collect payment, choose how the customer is paying, add a tip if they want one, then take the card, get a signature and send the receipt.

On the job tap Send invoice and choose Email or Text, and the customer gets a secure link where they can see the invoice and pay by card or bank transfer.

Card payments go to the bank account you added during setup, and the Payments page shows what is available, what is pending and every payout on its way.

Settings → Payments shows your processing rate and accepted cards, lets you apply a credit card surcharge where the law allows it, and holds your tip settings.

Open the job's Payments tab, tap Refund next to the card payment and confirm, and the full amount goes back to the customer's card.

Upload your logo and fill in your business details under Settings → Documents and they print on every invoice, estimate, receipt and work order.

Enter your combined state and local rate under Settings → Tax & pricing and tick Tax service labor only if your state taxes labor.

Add your usual services, parts, fees and discounts under Settings → Price book and they become one-tap items when you build an invoice or estimate.

Type your terms and warranty and a footer thank-you line under Document text in Settings → Documents and they print on every invoice, estimate and receipt.

Under Document templates in Settings → Documents you can turn any block of an invoice, estimate, receipt or work order on or off and move it up or down.

Yes, choose your default payment terms and the date they count from under Preferences in Settings → Account.

On a computer, open Settings → Phone & texting, press Set up phone & texting, fill in your business details, and pick a number in your area code.

Get a JobField number, then ask your current provider to forward your existing number to it so your customers keep dialing the number they already know.

Calls work at once, but texting waits on a one-time carrier registration that JobField files for you, and it turns on by itself once the carriers approve it.

Your call flow rings the people you chose in order and sends the caller to voicemail when nobody picks up, and with business hours on, callers outside them hear your closed greeting straight away.

Turn on the Call didn't become a booking automation under Settings → Automations, and a caller nobody picked up gets a text from your business number within minutes.

Set the Receptionist up under Settings → Your Receptionist, add a Receptionist step to your call flow after your team's phones, and press Enable Receptionist.

Every call on your JobField number is recorded and the caller is told so, and you open Calls and press a call to play the recording, read the transcript, and turn the call into a job.

Settings → Online booking gives you a public booking link and ready-made code for a button or the full form, and every request lands in Bookings for you to review.

No, every request waits in Bookings for you to review, and one tap on Create job turns it into a job with the customer and requested time already filled in.

Turn on the confirmation, day-before and one-hour reminders in Settings → Automations and JobField texts each customer from your business number at the right time.

Yes, turn on Call didn't become a booking in Settings → Automations and JobField texts the caller minutes after an unanswered call, with their reply landing in Messages.

Yes, turn on Estimate follow-up and Unpaid invoice reminder in Settings → Automations and the customer gets a text with the link 3 days later if nothing has happened.

Save your Google review link in Settings → Reviews, then text it from any job with the Review button or let the Review request after payment automation send it a few hours after the job is paid.

Open Settings → Team, press Invite member, fill in their email, name and role, and press Send invite to send them an invitation and get a link you can share yourself.

Owners and admins manage the business and the team, dispatchers run the day, technicians see only their own jobs, and viewers can look but not change anything.

Yes, turn on In-app calls for that person under Settings → Team and add them as a Phone step in your call flow, and business calls then ring inside the JobField app on their phone.

JobField matches a technician to their Team row by the email they sign in with, so make the Email on their row match, keep the row active, resend the invite and have them sign in again.

Under Settings → Team press the trash icon labeled Deactivate on their row and confirm, which ends their access right away while their jobs and history stay in place.

Invite the technician under Settings → Team, then they install JobField from the App Store and sign in with the email address the invite was sent to.

On Home every stop has On the way, Start and Done buttons, and the technician taps them as the visit moves along so the office sees the job's status change.

Yes, the technician opens the job, taps Pay, and the Collect payment sheet takes the payment, a tip, the customer's signature and the receipt in one go.

An owner or admin presses Enable Tap to Pay under Settings → Tap to Pay on iPhone, and after that the payment sheet on any job in the JobField app on an iPhone offers Tap to Pay on iPhone with no card reader.

In the JobField app, allow notifications when your iPhone asks the first time you open it, and in a browser press Enable notifications on Home or at the top of Messages.

Getting a business number, turning on texting and building call flows are done on a computer, so on a phone Settings → Phone & texting shows Manage phone on a computer instead of the tools.

Open the report, pick Last month or another period from the period list, or pick Custom range and set the first and last day, then click Apply.

Reports has seven screens, with Sales for money collected, Payouts for bank deposits, Jobs for scheduled work, Payments and Invoices for invoices, Estimates for quotes and Call tracking for calls.

On the Sales or Jobs report, pick the technician's name from the All technicians list and click Apply, and the report then covers only the jobs assigned to that technician.

Open the report, pick the period and click Apply, then click Export CSV next to the report name to download a file that opens in any spreadsheet program.

Tips appear on the Sales report in the Tip column and the Tips total, while technician commissions are not worked out by JobField today, so the Sales report has no commission figure.

Reports → Payouts lists each deposit JobField Pay sent to your bank with its arrival date, status, bank and amount, plus the total deposited and the money still on its way.

Today is the money collected so far today, Scheduled today counts jobs booked today, In progress now counts every job still in progress, and Done today counts the jobs that were paid today.

Both tiles add up the payments you actually collected, from Sunday for the week and from the first of the month for the month, so an invoice nobody has paid adds nothing.

Needs attention lists jobs that still owe you money, either because the payments recorded on them do not cover the job total or because someone set the job to Not paid.

Both boards look at the payments collected since the first of the month and credit each one to the technician assigned to the job, ranking by money for Top earner and by the number of paid jobs for Most jobs.

Open Map, pick Today and All statuses and click Apply, then read the colored ring around each pin, which matches the technician assigned to that job.

A job shows on the map only when its date falls inside the period you picked, its status matches the status you picked, and the customer's address has been found on the map.

Jobs trend counts jobs by the day they are scheduled for, Job types shows your most common jobs over the last 30 days, and Call lines shows the five numbers that got the most incoming calls over the last 14 days.

Read the card in Bookings, call or text the customer back from it, then press Mark done so the message leaves the list, or Create job if the call turned into work.

Press Create job to turn the request into a job, Mark done for a Receptionist message you have handled, or Dismiss for spam, a duplicate or a request you turned down, and the card leaves the list.

Open the Return visit card in Bookings, check the earlier job it links to, then press Create return job to make a new job that is already marked as a return job.

Open Estimates, pick Sent from the All statuses list and click Apply to see every estimate the customer has not yet approved or declined, newest first.

Open Customers, type part of the customer's name or phone number into the search box and press Apply, then click the customer to open their page.

A customer's page shows their phone and email, the money they have paid you, how many jobs they have had, the date they were added, and every job in their Service history.

Open Messages, click the customer's conversation, type your reply in the box at the bottom and press Enter, and the text goes out to that customer.

The red number on Messages counts the conversations where a customer has texted and nobody on your team has opened the conversation since, and it goes down as soon as someone opens them.

On a computer, open Calls, click Dialer, type the number, press the message button, write your text and click Send, and the new conversation then appears in Messages.

Click a quick reply above the message box to fill in its text, change it if you like and send, and reword them or add your own under Settings → Automations in Quick replies.

Open Calls and type the caller's name, part of their phone number or a word from the call summary in the search box, and pick the call's month from the list next to it when the call is older.

Missed calls are marked in red in Calls, the red number on Calls counts the ones that came in since anyone on your team last opened it, and you call or text the person back from the call itself.

In Estimates pick Approved from the All statuses list and click Apply, then look for the Unpaid or Partial tag next to each estimate and open the job to collect.

A customer's page shows what they have paid, so open their job from Service history and look under the job total for Balance due or Paid in full.

Open any job for that customer, click Customer name, Phone or Email in the Customer section, type the change and press Save, and it updates the customer everywhere.

Open the call in Calls and press Create job from call, and JobField reads the conversation and opens a new job with the caller's details and the agreed time filled in for you to check and save.

Open Invoices, pick Sent from the All statuses list and click Apply, and you see every invoice that is not yet paid in full, with the amount outstanding shown in red above the list.

The Invoices list does not mark anything as overdue, so pick Sent from the All statuses list and scroll to the bottom, where the unpaid invoices created longest ago sit.

No, JobField cannot merge two customers or move a job from one customer to another, so each copy keeps its own jobs and both stay in your Customers list.

Yes, import them from a spreadsheet in Settings under Import data, because there is no button that adds a customer by hand.