Documentation

Getting Started

Create your Jobkore account, set up your business profile, brand your documents, and send your first estimate from a simple guided setup.

Dashboard

Revenue stats, monthly charts, recent invoices and estimates, overdue alerts, and quick actions — see exactly where your business stands.

Client Management

Add clients, contacts, and service locations. Track revenue and history per client, pull up every estimate and invoice, and import or export via CSV.

Estimates

Build estimates with sections, line items, markup, tax, photos, and terms. Send branded PDFs from your phone or office in minutes — not hours.

Change Orders

Add or deduct scope from accepted estimates without modifying the original document. Each change order is signed, tracked, and priced separately.

Invoices

Create invoices, record payments, track overdue balances, send automatic reminders, and convert directly from estimates with one click.

Field Notes

Capture ideas, measurements, and walkthroughs on the go — text, voice memo, photos, or PDFs — and turn them into estimates later.

Catalog

Save reusable line items, load trade packs with current pricing, organize by section, and import or export your catalog as a CSV file.

Reports & Analytics

Revenue charts, key metrics, client conversion rates, overdue summaries, a weekly Monday email, and one-click CSV data exports.

Hank AI™

Edit documents by chat, organize field notes into drafts, and ask Hank anything about the app. Hank AI™ in every corner of Jobkore.

Online Payments

Accept credit card and ACH bank transfers through Stripe Connect. No platform fees — you pay only Stripe's standard processing rate, nothing more.

QuickBooks Integration

Connect QuickBooks Online and sync clients, invoices, and payments automatically. One-way sync from Jobkore to QuickBooks, no double entry.

Email System

Send estimates and invoices branded with your business, track when they're opened, manage notifications, and set automatic overdue reminders.

Share Links & Signatures

Share estimates and invoices through a private link, collect electronic client signatures, and track every time the document is opened.

PDF Generation

Download and send professional PDFs with your logo, line items, photos, terms, and collected signatures — ready to present, send, or file away.

Settings

Configure your business profile, document defaults, tax settings, integrations, user preferences, and notifications — all in one place.

Billing & Subscription

14-day free trial, $29/month or $290/year with no hidden add-ons, plan management, and how to upgrade, downgrade, or cancel anytime.

Mobile & PWA

Use Jobkore on your phone from the job site. Install it as a PWA on your home screen for a native app feel — no App Store required.

Language Support

Switch between English and Spanish for the app interface, estimates, invoices, and client-facing documents — one toggle, instant across the board.

Security

How Jobkore protects your account, clients, documents, and payments — with Stripe-backed processing, secure storage, and private client-facing links.