Support

How-to guides and tips for getting the most out of JobWorks365.

Getting started

Add your crew, assign roles, and control who sees financials and which jobs.

Send a phone number, contact, or selected text into JobWorks365 from Android or iPhone.

Capture leads, chat, move stages, and convert winners into customers.

Build quotes, send invoices, and keep every dollar tied to the right job.

Describe the job, get priced line items, and send a branded PDF.

Track customers, spin up jobs, and keep the full history on one profile.

See every milestone across the crew and let conflicts block bad bookings.

How approved time off blocks new milestones from being scheduled.

Draw layouts and measurements on a job so the whole crew sees them.

Let customers follow the job, approve quotes, sign, chat, and pay.

Connect your bank account and take card payments on invoices.

Revenue, labour cost, profit margin, AR aging, and CSV exports.

Unified inbox, mentions, and the notifications center.

Loop teammates into a job with a thread the client never sees.

Employees clock in with GPS; owners review geofence status and approve shifts.

Configure job-site geofences, GPS accuracy, and clock-in rules.

Set your regular hours and submit time-off requests for owner approval.

Wages, overtime, and FIFO payment allocation across shifts.

See who did what and when across the whole company.