How-To Guide

Quick answers for running jobs in Jobledgerhq. Can't find it? Ask Jobledgerhq inside the app, or email support@jobledgerhq.com.

Getting started & team

Jobs & customers

Daily logs, photos & offline

Estimates & e-signatures

Change orders

Invoices & payments

AI assistant & Ask Jobledgerhq

QuickBooks Online

Account & billing

How-To Guide

Getting started & team

How do I set up my company?

How do I add my logo?

How do I invite my team?

What can each role do?

How do I install Jobledgerhq on my phone?

Jobs & customers

How do I create a job?

How do I add a customer?

How do I assign crew to a job?

Where do I see how a job is doing financially?

Daily logs, photos & offline

How do I log a day?

Can I talk instead of type?

What happens with no signal?

Can my customer see the log?

How do I clock in and out?

Estimates & e-signatures

How do I build an estimate?

How do I send it for signature?

Can I hide line prices from the customer?

What happens when they sign?

Change orders

How do I create a change order?

What are AI change-order flags?

How do approved change orders affect the contract?

How do I bill a change order?

Invoices & payments

How do I create an invoice?

Why can't I invoice more?

How do customers pay online?

How do I record a check or cash payment?

Are reminders automatic?

AI assistant & Ask Jobledgerhq

What can I ask Ask Jobledgerhq?

Which plan includes AI?

Will AI change my data on its own?

QuickBooks Online

How do I connect QuickBooks?

What gets sent to QuickBooks?

Will syncing create duplicates?

Can my bookkeeper connect it?

QuickBooks says it needs to be reconnected. What do I do?

How do I disconnect QuickBooks?

Does QuickBooks Desktop work?

Account & billing

How do I change plans or update my card?

What if my subscription lapses?

How do I give feedback or get help?