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Guides and answers for getting the most out of JobPricer.

Getting started

Install JobPricer on your phoneAdd JobPricer to your home screen so it opens like a regular app.Send your first quoteCreate, customize, and send a professional quote in a few minutes.Set up your business profile and brandingAdd your business name, logo, license number, and colors so every quote and invoice looks like yours.Set your hourly rate, markup, and overheadEnter your rates once so every quote is priced for profit automatically.Turn on push notificationsGet pinged the moment a new request comes in, a quote is accepted, or a payment lands.

Quoting & AI

Add a change orderHandle mid-job scope changes and get paid for them, without re-quoting.Draft a quote with AIDescribe a job in plain English and let JobPricer's AI build the line items.Line-item sections and saved discountsGroup quote line items into named sections with subtotals, and apply one-tap saved discounts that print by name on the quote.Offer Good / Better / Best optionsGive customers a choice of tiers — and watch your average job size go up.Use Task, T&M, and Misc line itemsMix flat-rate work, hourly work, and one-off costs on the same quote.

Jobs & time

Set up recurring jobsAuto-schedule repeat work — weekly mows, monthly cleans, seasonal visits — so regulars never fall off the calendar.Track expenses on a jobLog materials, dump fees, and other costs against a job so your real profit shows correctly.Track jobs in the pipelineSee every job through Pending → Won → Done so nothing slips through.Use the time clock on a jobClock in and out per job so you know your real labor cost — and your real margin.

Booking & scheduling

Add signature and photo-upload fields to a formCapture sign-offs and photos right in your public booking forms.Connect your Google CalendarTwo-way sync so your jobs, appointments, and personal calendar never collide.Create a public booking formBuild your own request, assessment, or full booking form to capture leads.Save a card at bookingLet customers put a card on file when they book, so you can charge from the invoice when the job's done.Set your availability for online bookingPick the days and times customers can book themselves, so the slots actually fit your week.

Getting paid

Automatic invoice remindersSet-and-forget payment reminders — 3 days before the due date, on the due date, and when an invoice goes late.Charge a saved card from an invoiceWhen a customer left a card on file at booking, you can charge it from the invoice in one tap.Get paid online with StripeConnect Stripe once to accept card and ACH payments straight to your bank.Payment options and fees explainedWhat each payment method costs, how the 0% platform fee works, fee-free P2P deposit links, and passing the card fee to your client.Record cash, check, or Venmo paymentsLog payments that didn't come through Stripe so your records and totals stay accurate.Take a deposit and send an invoiceCollect a deposit before you start and invoice the balance when the job's done.

Clients & CRM

Add clients (and merge duplicates)Build your CRM by adding clients, and clean it up when the same person shows up twice.Get Google reviews automaticallyThe review engine asks every happy client for a Google review at the right moment — with a sentiment check first and Review Radar watching the results.Manage your request inboxTriage incoming booking-form submissions and turn the good ones into quotes.

Crew & payroll

Compare actual vs estimated margin on a jobSee how the real numbers stacked up against your quote — so you price better next time.Run payroll for your crew and subsPay your crew and subcontractors from JobPricer using their tracked hours.Set up the crew app for your teamGive each worker their own login, install the crew app on their phones, and set break rules — hours flow into payroll automatically.

Insights & analytics

Read your dashboardA quick tour of the numbers on your home dashboard — and what each one means.See where your leads come fromTrack which sources actually produce booked jobs so you double down on what works.Set up the refer-a-friend programTurn happy customers into your next job with a built-in referral reward.

Plans & billing

Buy an AI token packWhen you're running low on AI credits, buy a pack — they never expire.Plans, AI tokens, and billingHow JobPricer's Free, Pro, and Business plans work — and how AI credits are counted.

Account & data

Export your data (including tax-time CSV)Pull all your numbers into a CSV — handy for taxes, your bookkeeper, or just because it's your data.Is my data safe?How JobPricer protects your account and your business data.Sync between your phone and desktopJobPricer syncs automatically — here's how it works and how to make sure you're always on the latest.The app isn't showing my latest changesA quick fix if JobPricer seems stuck on an older version of your data.