Getting Started
Core Features
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.
Tools & Integrations
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.
Communication
Account & Settings
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.