Documentation

Getting Started

Create your account, set up your business profile, and send your first estimate.

Dashboard

Revenue stats, monthly charts, recent activity, and quick actions at a glance.

Client Management

Add clients, contacts, and service locations. Track revenue per client, and import or export via CSV.

Estimates

Create estimates with line items, sections, markup, tax, and send them to clients.

Change Orders

Add or deduct scope from accepted estimates without modifying the original document.

Invoices

Create invoices, record payments, track overdue balances, and convert from estimates.

Field Notes

Capture ideas, measurements, and project details on the go with text, voice, or email.

Catalog

Save reusable line items, load trade packs with current pricing, and import or export via CSV.

Reports & Analytics

Revenue charts, key metrics, Hank's Analysis, and CSV data exports.

Hank AI

Organize project notes, photos, and files into structured estimates with AI.

Online Payments

Accept credit cards and ACH bank transfers via Stripe Connect.

QuickBooks Integration

Sync clients, invoices, and payments with QuickBooks Online.

Email System

Send branded estimates and invoices, track opens, and manage notifications.

Share Links & Signatures

Share documents via link, collect client signatures, and track document views.

PDF Generation

Download and send professional PDFs with your logo, line items, photos, and signatures.

Settings

Configure your business profile, document defaults, integrations, and notifications.

Billing & Subscription

14-day free trial, subscription pricing, and managing your plan.

Mobile & PWA

Use Jobkore on your phone and install it to your home screen.

Language Support

Switch between English and Spanish for the app, documents, and client communications.

Security

How Jobkore keeps your account, data, and payments safe.