JobWorks365
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Support

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

Getting started

Getting started with JobWorks365

Sign up, set up your company, pick a plan, and install the app on your phone.

Invite team members & set roles

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

Sales pipeline

Add leads from your phone

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

Managing leads & the pipeline

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

Quotes & invoices

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

Jobs & scheduling

Customers & jobs

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

Calendar & scheduling

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

Time off & assignments

How approved time off blocks new milestones from being scheduled.

Collaboration

Messages & notifications

Unified inbox, mentions, and the notifications center.

Internal @mentions & private job notes

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

Time, attendance & pay

GPS time clock & attendance

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

Attendance settings & geofences

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

My Time — working hours & time off

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

Wages, payroll & the shift ledger

Wages, overtime, and FIFO payment allocation across shifts.

Administration

Audit log

See who did what and when across the whole company.