The short version: follow these eight steps and you'll have a real job scheduled, assigned and tracked in about ten minutes.
1 · Create your account
Hit Start free trial, enter your business name and work email, and you're in. Your 14-day trial includes every feature, so you can try the real thing rather than a cut-down version.
2 · Add your team
Invite the people who'll use Job Manager from your settings. Each person gets their own login, and you choose what they see:
| Role | Can do |
|---|---|
| Admin | Everything — jobs, customers, costs, pricing, settings and billing. |
| Staff | Their jobs, schedule and time. Costs and pricing can be hidden. |
3 · Add customers
Add a customer with their name, phone and email — or import a list to bring your existing book across. If you try to add someone who's already there, Job Manager flags the duplicate before it's created, so your list stays clean.
4 · Your first job
Create a job, pick the customer, and add a description. Drop in the materials you'll need and any photos from the site. This is the record everything else hangs off.
5 · Schedule & assign
Give the job a date, assign it to a team member, and drag it around the calendar as plans change. Set your own statuses — "Quoted", "Booked", "In progress", "Done", whatever fits — so the pipeline matches how you actually work.
6 · Track time
On site, start the live timer when work begins and stop it when it's finished — or log the hours afterwards. Time rolls straight up into payroll-ready timesheets, so there's nothing to add up at the end of the week.
7 · Go mobile
Job Manager installs like an app on your phone, no app store needed:
- iPhone — open the site in Safari, tap Share, then "Add to Home Screen".
- Android — open the site in Chrome, tap the menu, then "Install app".
Once installed it opens full-screen and keeps working even when the signal drops.
8 · Next steps
That's the core covered. When you're ready, explore:
- Branded customer tracking links so customers can follow progress.
- The optional AI add-on — Front Desk, Ask AI, Route Planner and Document Import.
- The Help Centre for everything else.