Simple help for owners who want to get moving quickly.
Clear answers for getting started, sending estimates, collecting deposits, scheduling work, and keeping your client experience professional.
Getting Started
How to create your first estimate
Create a client first, then build an estimate with service lines, pricing, and optional notes.
How to update business settings
Set your company name, email, phone, address, and timezone so documents and reminders stay accurate.
Estimates
How clients approve estimates
Clients open the estimate link, review the document, approve it online, and pay a deposit if one is required.
How deposits work
Turn on the deposit option in the estimate, choose fixed or percent, and JobTasky shows the deposit in the client flow.
Invoices
How to create and send an invoice
Create the invoice, confirm the amount and due date, then send it with a payment-ready client link.
Scheduling
How to schedule a job
Create or convert the work into a job, assign the date, time, and technician, then manage updates from the calendar.
Technicians
How technicians log in and track time
Technicians use their own portal, view assigned work, update job status, and log time on active visits.
Branding & Notifications
How to customize branding
Upload your logo, choose your brand color, and JobTasky applies it across client-facing pages and email buttons.
How email notifications work
JobTasky sends estimate, invoice, reminder, and follow-up emails using your business settings for sender and reply-to details.
Troubleshooting
What to check if a client sees old estimate status
Clear any page cache first, then reopen the estimate link so the public page can fetch the latest status from the database.