What to set up first.

Finish the welcome wizard, add a business phone number under Settings → Phone & texting, and then create your first job. Invoices and payments start from a job.

Steps

1. Complete the welcome wizard. It walks you through Business, Brand, and Payments. On the Business step, enter your Business name, pick the closest trade under What kind of business?, and set your Service area. This step cannot be skipped, because the trade sets up your job types.
2. On the Brand step, enter the Display name on documents and pick a Brand color, then choose Save & continue. The Brand and Payments steps can wait if you choose Skip for now.
3. On the Payments step, choose Set up JobField Pay to take card payments.
4. Choose Open CRM on the Done step.
5. Add a business phone number. On a computer, open Settings → Phone & texting and choose Set up phone & texting. Fill in your business details and the person authorizing the setup. Then, under Pick your number, enter an Area code, choose Search, and pick a number from the list. Tick the authorization box and choose Activate phone & texting.
6. Create your first job with the New job button on the Dashboard.

Good to know

Anything you skipped can be finished later under Settings. On a computer, the Dashboard shows a Finish setup ring until the basics are in place. Choose it to open the next step.

Phone setup is much easier on a computer. If you open it on a phone, JobField asks you to finish it on a computer instead.