Help category
Team and company setup
Manage users, permissions, company preferences, suppliers, email, and other administrative settings.
11 guides
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Turn JobBuddy modules on or off in Company Settings
Company administrators can use Company Settings to turn optional modules on or off and customize how they work. Settings under Company setup are always available and use Customize instead of an on/off switch.
Read the guideSet up roles and choose the right JobBuddy permissions
Create roles around the work people need to do, then grant project, module, and Item Type permissions separately. Start with the least access required and test the role with a non-admin user before rolling it out.
Read the guideWhy can’t this user see a project, work item, or action?
JobBuddy access is built from several layers: subscription, company modules, user roles, project scope, Item Type permissions, participation, and record status. Check them in that order to correct the smallest setting responsible.
Read the guideInvite users, resend invitations, and manage user access
Add a teammate with the right role and recover a pending or incorrect invitation. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideConfigure Job Clock, location, collaboration, and mobile options for a user
Turn on only the per-user capabilities needed for field work and understand their prerequisites. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSet company terminology, document identity, numbering, and tax details
Configure labels and business identity that flow into projects, estimates, invoices, and customer documents. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideConfigure JobBuddy email delivery, sender details, and signatures
Choose JobBuddy or custom SMTP delivery, send a test, and produce consistent customer-facing email. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSet working hours, holidays, and company notification rules
Configure company time boundaries and notification rules that support scheduling, Job Clock, and operational alerts. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideAdd a supplier or connect with another company on JobBuddy
Create an external company record, invite an eligible company, recognize a claimed connection, and remove the link safely. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSet up Call Log, its phone number, voicemail greeting, and destination project
Provision a number, choose where logs are saved, create the greeting, and understand the work item produced by a caller’s voicemail. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideFind who changed a record in company History
Locate a company audit event, filter by user, and use its details to investigate a support or process question. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
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