Settings
Configure your business profile, document defaults, integrations, and notifications.
Last updated Mar 19, 2026
#Profile & Account
The Profile tab manages your personal account details — the information tied to you as a user, separate from your business details.
Avatar
Your profile photo is pulled automatically from your Gravatar or Google account (if you signed in with Google). To change it, update your photo on the linked service.
Personal details
| Field | Description |
|---|---|
| Name | Your full name, shown on your account |
| Your login email — changing it requires verifying the new address | |
| Phone | Your phone number |
| Address | Your personal address (with autocomplete) |
Password
Change your password from the Profile tab by entering your current password and choosing a new one. If you forgot your password, use the Forgot Password link on the login screen — you'll receive a reset link by email that expires after 1 hour.
Google account
If you signed up with Google, your account is already linked. You can also link or unlink a Google account from the Profile tab. When linked, you can sign in with either your password or Google.
Delete account
To permanently delete your account and all associated data, go to the bottom of the Profile tab and type DELETE to confirm. This action cannot be undone — all your clients, documents, and files will be permanently removed.
#Business
The Business tab is where you set up your company identity. Everything here appears on your documents, emails, and share pages, so take a few minutes to fill it in completely.
Company logo
Upload your company logo to brand your estimates, invoices, PDFs, and emails. The logo file must be under 2 MB. For best results, use a PNG or SVG with a transparent background.
Company details
| Field | Description |
|---|---|
| Company Name | Your business name as it appears on all documents |
| Phone Number | Contact number shown on documents and emails |
| Address | Your business address, printed on documents and used for "Pay by Check" on invoices |
| Tax ID | Your tax identification number (EIN, SSN, etc.) — shown on documents if provided |
| License Number | Your contractor license number — shown on documents if provided |
Trade
Select your trade from a list of common options (General Contractor, Plumbing, Electrical, HVAC, Roofing, Painting, Landscaping, and more). If your trade isn't listed, choose Other and enter it manually. Your trade helps Jobkore tailor certain features, like Hank AI estimate suggestions.
Default pricing
- Default Unit Price — Pre-fills the rate field when you add new line items. Set this to your most common hourly rate or per-unit price to save time.
- Default Tax Rate — Automatically applied to taxable line items on new documents. You can always adjust the tax rate on individual documents.
Markup defaults
Set a default markup percentage that gets applied automatically when you add line items to documents. You can choose between two modes:
- Uniform — One markup percentage applied to all line items regardless of type.
- By Type — Different markup percentages for each line item type: labor, material, equipment, and subcontractor. This is useful if you mark up materials differently than labor.
You can always override the markup on individual line items. These defaults just save you from entering the same percentages every time.
Document prefixes
- Estimate Prefix — The prefix for estimate numbers (default: EST). Your estimates will be numbered EST-0001, EST-0002, etc.
- Invoice Prefix — The prefix for invoice numbers (default: INV). Your invoices will be numbered INV-0001, INV-0002, etc.
Online presence
Add links to your online profiles so clients can find and verify your business. These are optional and appear on your shared documents:
- Website URL
- Facebook page
- Instagram profile
- Google Business profile
- Yelp listing
Tip
Adding your Google Business and Yelp links makes it easy for potential clients to read your reviews, which can help close more deals.
#Documents
The Documents tab lets you configure defaults that are automatically applied to every new estimate and invoice. Setting these up saves you from typing the same information on every document you create.
Estimate defaults
| Setting | Description |
|---|---|
| Prefix | Estimate number prefix (default: EST) |
| Valid For | Number of days the estimate is valid (sets the valid-until date automatically) |
| Default Notes | Notes that appear at the bottom of every new estimate |
| Default Terms | Terms and conditions included on every new estimate |
| Default Email Message | Pre-filled email body when sending estimates |
| Default Attachments | Files automatically included with new estimates (up to 5 files, 10 MB each) |
| Require Signature | When enabled, clients must sign before accepting an estimate |
Signature settings
When you enable Require Signature, you can customize the signature text that appears above the signature pad on the share page. A live cursive preview shows how the signature will look to your client.
Invoice defaults
| Setting | Description |
|---|---|
| Prefix | Invoice number prefix (default: INV) |
| Due Date | Default number of days until payment is due |
| Default Notes | Notes that appear at the bottom of every new invoice |
| Default Terms | Terms and conditions included on every new invoice |
| Default Email Message | Pre-filled email body when sending invoices |
| Payment Terms | Payment terms text displayed on invoices (e.g., "Net 30") |
| Default Attachments | Files automatically included with new invoices (up to 5 files, 10 MB each) |
Tip
Upload your insurance certificate or W-9 as a default attachment so it's automatically included with every document you send. Clients often request these, and having them attached saves back-and-forth.
#Integrations
The Integrations tab connects Jobkore with external services to extend your workflow.
Stripe Connect
Connect your Stripe account to accept credit cards, ACH bank transfers, and digital wallets (Apple Pay and Google Pay on supported devices) directly from shared invoices. The Integrations tab shows:
- Connection status — whether your Stripe account is connected and active
- Stripe Dashboard link — quick access to your Stripe dashboard to manage payouts and view transactions
- Payment toggles — enable or disable specific payment methods
For complete details, see the Online Payments documentation.
QuickBooks Online
Connect your QuickBooks Online account to sync your Jobkore data with your accounting software. The Integrations tab shows:
- Connection status — whether QuickBooks is connected
- Sync controls — options for what data to sync
- Deposit account picker — choose which QuickBooks account receives deposits
For complete details, see the QuickBooks Integration documentation.
#Notifications
The Notifications tab gives you control over which email notifications Jobkore sends you.
Weekly performance report
Toggle the weekly performance report on or off. When enabled, you receive a summary email each week with your revenue stats, documents sent, and key metrics.
Email notification toggles
Control individual notification types:
| Notification | Description |
|---|---|
| Client opens email | Notified when a client opens an email you sent |
| Email not delivered | Alerted when an email bounces or fails to deliver |
| Client signs document | Notified when a client signs an estimate or change order |
| Client views document | Notified when a client opens a shared link (once per 24 hours) |
| Estimate accepted | Notified when a client accepts an estimate |
Note
Even with notifications turned off, all activity is still recorded in the document's activity log. Disabling notifications only stops the email alerts.
#Hank AI
The Hank AI tab lets you manage the AI assistant that helps generate estimates and improve your documents.
Enable / disable
Toggle Hank AI on or off. When disabled, all AI features are hidden throughout the app — the generate button, "Improve with Hank" options, and Hank's Analysis on reports.
Hank's Memory
Hank's Memory is a list of facts about your business that Hank uses when generating estimates. For example, you might add:
- "We charge $85/hr for labor"
- "Always include a 10% contingency line item"
- "We use Sherwin-Williams paint exclusively"
- "Standard dumpster rental is $450 per job"
You can store up to 20 memory items, each up to 150 characters. Hank references these memories every time it generates an estimate, so the output matches your real-world pricing and preferences.
Tip
The more specific your memories, the better Hank's estimates will be. Instead of "we charge fair prices," try "interior painting labor is $3.50 per square foot."
For more about what Hank can do, see the Hank AI documentation.
#General
The General tab contains app-wide preferences that affect how Jobkore looks and behaves.
QR code on PDFs
Toggle the QR code that appears on your PDF documents. When enabled, each PDF includes a QR code linking to the document's online share page, making it easy for clients to access the web version from a printed document.
Inspirational quotes
Toggle the inspirational quotes that appear on the dashboard. When enabled, a motivational quote is displayed at the top of your dashboard each day.
Jobkore branding on PDFs
Toggle the Jobkore branding footer on or off on your PDF documents. When disabled, your PDFs will only show your own company branding — no mention of Jobkore.