Settings
The six Settings tabs: business identity, document defaults, Stripe and QuickBooks, notifications, Hank tone and memory, and CSV import and export.
Last updated Aug 12, 2026
Settings is where you set up the things every document inherits — who you are, what your paperwork says by default, what connects to what, and when Jobkore emails you. It has six tabs: Business, Document Defaults, Integrations, Notifications, Hank AI, and Import & Export.
Your personal account is somewhere else
Your name, photo, password, app language, and account deletion are not in Settings — they live on your Profile page, which sits outside the Settings tabs. See Profile & Account. Billing is also its own page rather than a tab; see Billing & Subscription.
Everything here saves as you type. There is no Save button anywhere in Settings, and no Cancel — a "Saving… / Saved" indicator tells you when a change has landed.
#Business
Everything on this tab is about your company rather than you personally, and most of it ends up printed on documents your clients read.
Business logo
Drag a logo in or click to select one. It appears on estimates, invoices, and shared links. The app accepts PNG or JPG, up to 5 MB. Once one is set you get Replace and remove actions.
Company details
| Field | What it does |
|---|---|
| Business Name | Your company or DBA name shown on documents |
| Where clients can reach you. Shown on documents — this is separate from the sign-in email on your Profile | |
| Phone | Displayed on your estimates and invoices |
| Address, City, State, ZIP | Your business address shown on documents |
Business details
Tax, licensing, and trade information:
- Tax ID — your EIN or business tax identification number.
- License Number — your state or provincial contractor license (CCB, CSLB, RBQ and the like). Shown on documents.
- Trade / Industry — picked from a grouped list of around forty trades under Construction & Building, Mechanical & Electrical, Outdoor & Landscape, and Specialty & Services, with an Other option you can describe in your own words. This is what lets Hank tailor suggestions to your line of work, and it is also what decides which trade pack Jobkore recommends in the catalog.
Rates & terms
Defaults for new documents:
- Default Rate — pre-fills the rate on new line items, so the number you charge most often is already there.
- Default Tax Rate — applied to new estimates and invoices. You can still change it per document.
- Payment Terms — the terms text displayed on your invoices.
- Time Zone — used for email notification timestamps and scheduled reports, and it is also the clock Jobkore uses to decide when an invoice becomes overdue. Worth setting correctly if you are not on Eastern time.
Social & review links
Website, Facebook, Instagram, and Yelp. These are displayed on your PDFs and shared links, which makes them a quiet way to collect reviews from clients who are already happy enough to be paying you.
#Document Defaults
Pre-fill the values you would otherwise retype on every estimate and invoice. Nothing here is locked in — these are starting points you can override on any individual document. A Preview shows how your defaults will look.
PDF options
- QR Code on PDFs — adds a scannable code linking to the shared version of the document, so a client holding a printout can open, accept, or pay online.
- Jobkore Branding — turn this off to remove Jobkore branding from your PDFs entirely.
Estimate defaults
- Valid For — how long estimates stay valid: 7, 14, 30, 60, or 90 days, or Never expires.
- Require Signature — whether clients must sign before accepting. This is the default; it is also a per-estimate toggle.
- Default Notes and Default Terms & Conditions — appear at the bottom of every new estimate.
- Default Email Message — included when emailing estimates to clients.
- Default Attachments — files automatically attached to every new estimate. A license copy or an insurance certificate is the usual case.
Invoice defaults
- Due Date — On receipt, or Net 7, 14, 30, 45, 60, or 90.
- Default Notes, Default Terms & Conditions, Default Email Message, and Default Attachments — the invoice equivalents of the above, set separately from the estimate ones.
#Integrations
Where Stripe and QuickBooks connect. This is the tab people are looking for when they go hunting for a Payments tab — there isn't one.
Stripe
Accept credit card and bank payments through Stripe. Once connected you get:
- Accept Online Payments — the master switch for letting clients pay invoices online.
- Pass Card Processing Fee to Client — adds the card processing fee to the invoice total. It applies to card payments only, never to ACH bank transfers.
- Accepted Payment Methods — Card & ACH, Card Only, or ACH Only. This is the account-wide default, and it can be overridden on an individual invoice.
Full detail in Online Payments.
QuickBooks Online
Connect, disconnect, see when you last synced, and push anything outstanding with Sync Now. Two account settings decide where things land, and both are worth getting right before you sync in volume:
- Income Account — where your invoice revenue shows up in QuickBooks. Most contractors should use "Services".
- Deposit Account — the QuickBooks account for recording payments. Without one, payments silently stop syncing, and Jobkore says so on this tab with a count of how many are waiting.
Auto-sync keeps new and edited estimates, invoices, and payments flowing across without you pressing anything. Sync is one-way: Jobkore keeps QuickBooks up to date, and changes made directly in QuickBooks are not synced back. If you use QuickBooks Automated Sales Tax, tax amounts may differ between the two systems. See QuickBooks Integration.
#Notifications
Weekly Revenue Report
A weekly summary of revenue and outstanding invoices, emailed to you.
Email notifications
Eight toggles, each one an email to you when something happens on a document:
| Notification | Fires when |
|---|---|
| Client opens email | A client opens your email |
| Email not delivered | An email bounces or is rejected |
| Client views document | A client views a shared document |
| Client signs document | A client signs an estimate |
| Estimate accepted | A client accepts an estimate |
| Payment received | A client pays an invoice online |
| Payment failed | A client's payment attempt fails |
| Refund processed | A refund is issued on an invoice |
These are notifications to you. They are separate from the branded emails and automatic overdue reminders that go to your clients, which are covered in Email System.
#Hank AI
Default tone
Professional, Friendly, or Formal — the tone Hank uses when improving text. It is a default, not a lock: you can change it per use before each improvement.
Hank's Memory
Standing rules Hank applies when editing your estimates and invoices — how scope gets organized, how you price, anything you want him to remember. "Always split labor and materials into separate line items" is the shape of it. Add them here, and Hank will also propose new ones when he notices a pattern in how you work, which you approve from the chat.
These rules apply when editing estimates and invoices with Hank. They do not change how he behaves elsewhere in the app.
Hank's language
Hank has no separate language setting. He writes in your app language and switches automatically when you write to him in another one — and clients who have their own language set still get their documents in theirs. Your app language is on your Profile page. See Language Support for how the three-way model works.
#Import & Export
Import a CSV of clients, catalog items, or subs, or start from a downloadable template. Estimates and invoices do not transfer in.
Export Everything gives you a zip of your clients, catalog items, subs, estimates, invoices, and payments. It is the thing to run before you cancel, and the thing to run occasionally regardless. Full detail in Import & Export.