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Getting started: set up your account in 5 minutes

A quick walkthrough to get your Job Assistant account ready — business info, logo, payments, and your first estimate.

Add your business info and logo

Set your business name, contact info, and logo so every estimate, invoice, and email looks professional and branded to you.

Add a customer

How to add a new customer, and where their estimates, invoices, and job history live.

Import your customers from Jobber or Housecall Pro

Bring your existing customer list into Job Assistant so you don't start from scratch.

Create and send an estimate

Build a professional line-item estimate on your phone and email it to your customer in about a minute.

Turn an accepted estimate into an invoice

Convert an accepted estimate into an invoice in one tap — no re-entering line items.

Connect Stripe to accept card payments

Set up online payments so customers can pay your invoices by card. Job Assistant uses Stripe and never sees card numbers.

How customers pay an invoice online

What your customer sees when they pay an invoice, and how the invoice marks itself paid automatically.

Send a Google review request

Ask happy customers for a Google review in one tap to grow your reputation.

Let customers book you online

Turn on customer self-scheduling so customers can book a time on accepted estimates, within the hours you set.

Track your mileage for the tax deduction

Log your business miles so Job Assistant calculates your IRS mileage deduction for you.

Understand your books and tax estimate

Where to see your income, expenses, profit, and quarterly tax estimate in Job Assistant.

Manage your billing and subscription

How to update your card, change plans, view invoices, or cancel your Job Assistant subscription.

Add subcontractors and track their pay (GC plan)

On the General Contractor plan, add subcontractor profiles, set pay rates, assign them to jobs, and track what you owe.

Export your books to QuickBooks (GC plan)

Download a QuickBooks-friendly CSV of your income and expenses from the General Contractor plan.