Product guides and support
JobBuddy Help Center
Find the right guide for setting up JobBuddy and completing everyday work safely.
Browse help categories
Start with a common task
Popular guides
Start Here
Find, favorite, hide, and reorder portal destinations
Read the guideTeam and company setup
Invite and manage users
Read the guideProjects and work
Understand customers and projects
Read the guideSchedule and field operations
Add and correct time entries
Read the guideEstimates and catalog
Build and price an estimate
Read the guideInvoices and operations
Create an invoice draft
Read the guideExplore the product
Browse by category
Start Here
Learn the navigation, Inbox, account access, and first steps that help everyone get oriented.
- Find, favorite, hide, and reorder portal destinations
- Use Inbox as an action queue
- Fix a payment-required portal redirect
Team and company setup
Manage users, permissions, company preferences, suppliers, email, and other administrative settings.
Projects and work
Organize customers, projects, Item Types, tasks, schedules, and repeatable field workflows.
Schedule and field operations
Schedule crews, track time, review field activity, and keep day-to-day work moving.
Estimates and catalog
Configure products and services, build estimates, send customer links, and manage revisions.
Invoices and operations
Handle invoices, payments, expenses, budgets, purchasing, and operational records safely.
Photos and communication
Capture photos and files, add comments, and share clear project information with the right people.
- Organize and export project photos and videos
- Manage project documents and customer-visible files
- Create, share, and archive Note Boards
QuickBooks
Connect QuickBooks, prepare mappings, export records, and resolve common sync problems.
- Connect QuickBooks and prepare company data
- Send time entries to QuickBooks
- Export and update invoices in QuickBooks
JODA
Use JODA Chat, Talk, approvals, and automations while staying in control of company changes.
- Start a useful JODA conversation
- Use JODA with files, drawings, photos, and takeoffs
- Review and apply a JODA approval card
Social publishing
Connect Instagram, review proposed posts, schedule publishing, and recover failed posts.
- Connect Instagram and enable Social Media
- Create and review an Instagram post
- Schedule publishing and recover failed Instagram posts
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