Getting Started
Core Features
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.
Projects
A project is one job — the estimate, the change orders, the invoices and what you owe your subs, with contract value and outstanding balance in a single view.
Estimates
Build estimates with sections, line items, markup, tax, photos, and terms. Send branded PDFs from your phone or office in minutes — not hours.
Line Items & Sections
What a line item holds, which parts your client sees, sections and their subtotals, allowances, and how to add several lines at once.
Change Orders
Add or deduct scope from a job you've already priced 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.
Subs
Track what you agreed to pay each subcontractor, what you have paid, and what is still owed — tagged straight onto the line items they are doing.
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 as services, materials or other, load trade packs with current pricing, and import or export your catalog as a CSV file.
Tools & Integrations
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.
Communication
Email System
Send estimates and invoices branded with your business, track when they're opened, manage your notifications, and let automatic overdue reminders follow up on unpaid invoices.
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.
Account & Settings
Settings
The six Settings tabs: business identity, document defaults, Stripe and QuickBooks, notifications, Hank tone and memory, and CSV import and export.
Profile & Account
Your photo, name, sign-in email, password, app language, theme, and the danger zone — everything personal to you rather than to your business.
Import & Export
Bring your clients and price list in from a CSV file, check how every column maps before anything is created, and download all of your data whenever you want.
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.
Troubleshooting
Why the Save button is missing, why an invoice will not edit, why a delete is refused, and what QuickBooks is really waiting for.