Getting started with JobFlow
Bring one real workflow into focus.
Start with your business details, a clean customer list and one job you can follow from estimate to invoice.
01 / The details
Prepare your workspace
Review the current access option, choose a suitable plan and complete your organization details. Decide who needs access and what each person will do.
- Business details
- Plan requirements
- Team access on the appropriate plan
02 / The details
Bring your customer list
Customer import supports CSV upload, a preview and field mapping before starting the import. Review the result and row errors rather than assuming every row transferred.
- Names and contact fields
- Address field mapping
- Preview and import status
03 / The details
Try one complete job
Create a customer and estimate, review the client experience, schedule the work and prepare an invoice. Connect your supported payment provider before offering online payment.
- Test with appropriate demo information
- Confirm customer delivery details
- Review your first invoice and payment setup
Before you decide
A few useful answers.
Can I import my entire old system?
The verified import described here is customer CSV import. Do not assume estimates, invoices, attachments or accounting history will migrate automatically.
How long does setup take?
It depends on your data, team and payment-provider setup. Use one representative workflow to evaluate readiness before moving active work.
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.