JobledgerhqQuick Start Guide
The Quick Start Guide is a 30-minute setup checklist for new accounts. Get your company running in Jobledgerhq in about 30 minutes.
Follow these steps in order. Each one builds on the last, from company setup to getting paid.
Setup in 8 steps
- 1
Install the app
Open www.jobledgerhq.com on your phone. iPhone: Share → Add to Home Screen. Android: menu → Install app. It opens full screen like a normal app.
- 2
Set up your company
Enter your company name, phone, tax rate, markup and payment terms. Upload your logo and pick your brand color in More → Settings → Company.
★ Your logo and color appear on every estimate, invoice and customer link.
- 3
Invite your team
More → Settings → Team. Enter each person's email, pick a role and their language (English or Spanish). They receive an email invite.
- 4
Add customers and jobs
Jobs → New job. Add or pick a customer, the address, contract type and amount. Assign your crew so they see the job on their phone.
- 5
Send an estimate
Estimates → New estimate. Add groups and line items, then tap Send. The customer signs online — no account needed.
- 6
Log the work every day
Log → Log a day. Weather fills in automatically. Add crew, notes and photos. Works with no signal and syncs later.
★ Tap the microphone to speak instead of type.
- 7
Handle extra work with change orders
When the customer asks for more, create a change order, set the price and send it for signature. Approved changes update the contract.
- 8
Invoice and get paid
Invoices → New invoice. Bill part of the estimate or approved change orders. On Pro, customers pay online and the invoice updates itself.
Who sees what
Crew in the field
- Clock in and out from the job or the Time page.
- Open the scope of work by scanning the job's QR code.
- Check off checklist items — the job can't close until all are done.
- Use Team Messages for job chat or one-on-one messages.
- Tap EN / ES in the top bar to switch language.
- Book site visits in More → Appointments and tap Sync calendar to see them in Google, Apple or Outlook.
- Pilot accounts: office users can measure plans in the job's Takeoff tab and push quantities to an estimate.
Plans, limits and common questions
How long is the free trial?
New companies get 14 days of Pro features. When the trial ends you pick Starter or Pro; your jobs, logs and documents stay in your account.
What do the plans cost?
Starter is $99 per month and includes 3 users. Pro is $229 per month and includes 5 users, plus online payments, AI tools and Pro reports. Plan details are on the home page pricing section.
Does my customer need an account to sign?
No. Customers open the estimate or change order from a secure link, review every line, and approve or decline. The signed document records who approved it and when.
What happens with no signal on the jobsite?
Daily logs and photos are saved on the phone first. When the connection returns they upload on their own, so a lost signal never means lost work. Wait for the sync to finish before signing out.
Can my crew see prices or what I pay them?
No. Field users only see jobs they are assigned to, logs, photos, time, checklists and messages. Costs, margins, wages and invoices are blocked on the server, not just hidden on screen.
Example: a $12,000 bathroom remodel
Send the estimate for $12,000 and the customer signs from their phone. Mid-job they add a $900 niche: send a change order, they approve it, and the contract becomes $12,900. Invoice 50% up front, then the rest plus the change order at the end. Jobledgerhq blocks billing more than the approved total on fixed-price jobs.
Can I switch the app to Spanish?
Yes. Tap EN / ES at the top. Each team member can also have a preferred language set when invited, so office and crew each read the app in their own language.
Need help?
Tap Ask in the app for instant answers, read the full How-To Guide, or email support@jobledgerhq.com.