Getting Started
Create your Jobkore account, set up your business profile, brand your documents, and send your first estimate from a simple guided setup.
Last updated Aug 12, 2026
#Create Your Account
Getting started with Jobkore takes less than a minute. Head to app.getjobkore.com/register and enter your first name, last name, email, and a password.
Your password needs to be at least 8 characters with one uppercase letter, one lowercase letter, and one number. The form shows you a green check next to each requirement as you type, so you'll know when you're good.
Click Register. You will land on a short onboarding step that asks for your business name and trade — those two are required before the dashboard opens, and the trade is what lets Hank tailor suggestions and picks which trade pack the catalog recommends. This is also where your verification email is triggered from.
Sign up with Google
If you'd rather skip the password, click Continue with Google on the sign-up page. Your account is created with no password needed — you can set one later from your Profile if you want to sign in either way.
#Verify Your Email
After signing up, check your inbox for a verification email and click the link to confirm your account. This makes sure your documents and notifications go to the right place.
- The link expires after 24 hours.
- If you don't see it, check your spam folder.
- You can request a new verification email from the app if the original expires.
#14-Day Free Trial
Your 14-day trial starts immediately with full access to every feature. No credit card required.
When the trial ends, just subscribe to keep going — your data is waiting where you left it. If you never subscribe, Jobkore emails you before the account is closed, and you get at least a week's notice; Billing & Subscription has the details.
#First-Time Setup
The dashboard shows a Finish setting up card with a progress meter and four steps:
- Business name & trade — already ticked, because you did it during onboarding.
- Add your business details — your address and phone, under Settings > Business. The card tells you which of the two is still missing.
- Turn on online payments — connect Stripe from Settings > Integrations. This one can be skipped, which is the normal path if you do not take cards; you can turn it on any time.
- Save an item you quote often — one catalog item, so you stop retyping it on every estimate.
Your logo and document defaults are not on this list. Jobkore raises anything genuinely missing at the moment you send.
Dismissing it is not losing it
You can dismiss the card, and the checklist moves into your profile menu as Finish setup — N left. Nothing is lost, and you can pick it back up whenever.
#Send Your First Estimate
Here's the fastest path from a new account to a sent estimate:
- Create a client. Click Clients in the sidebar, then New Client. Enter the client's name and any contact details you have.
- Create an estimate. Click Estimates, then New Estimate. Select your client, add a title, and start adding line items with descriptions, quantities, and prices.
- Send it. Click Send to email it directly to your client. They'll get a branded email with a link to view, accept, or decline the estimate online.
That's it. From here you can explore client management, set up online payments, or let Hank AI™ generate estimates from your project notes.
Tip
Use the quick action buttons at the top of the Dashboard to create a new estimate, invoice, or client from anywhere in the app.