Help centre

Setting up your company

The five minutes of setup that make everything afterwards easier.

Adding your team

Inviting people, what a seat is, and what happens when you hit the limit.

Installing JobPanel on a phone

There is no app store download. Here is how to get the icon on a home screen.

Creating and scheduling a job

From a phone call to a job on the calendar with a tech assigned.

Using the dispatch board

A column per tech, and work you hand out by dragging.

Using the route map

A tech's day on a map, in driving order, with the time between stops.

Recurring jobs and job templates

Stop typing the same job out every week.

Customers and multiple properties

One customer, several addresses, and the history at each one.

Booking forms and booking links

Let people ask for work at nine at night without it wrecking your calendar.

Approving a booking request

Turning an enquiry into a scheduled job and a customer record.

Building an estimate

Quote from your price list and let the customer approve it online.

Invoicing and getting paid

Invoice from the finished job and take a card through your own Stripe account.

Setting up your price list

Set your prices once so the forms fill themselves in.

Roles and what each one can see

Who sees everyone's work and who sees only their own.

The time clock and pay periods

Clocking in from a phone, and setting the day your pay period starts.

Subcontractors and insurance expiry

Tracking 1099 crews and getting warned before a COI lapses.

Plans, seats and upgrading

What each plan includes, what a seat costs, and how to change plan.

Cancelling your account

One click from the billing page. No phone call.