Help category

Start Here

Learn the navigation, Inbox, account access, and first steps that help everyone get oriented.

3 guides

Browse help categories

Find, favorite, hide, and reorder your JobBuddy menu

Organize the portal menu without losing access to newly added or required destinations. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.

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Guide 6 min read

Use Inbox to review approvals, messages, assignments, reminders, and workflow errors

Triage Inbox items, act from the reading pane, and keep the queue manageable. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.

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Guide 6 min read

Why JobBuddy sends you to Plan & Payments

Understand a payment-required redirect and restore normal portal access through the correct administrator. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.

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