📄️ Creating an Account
Welcome to JobRoutr! This guide will walk you through the process of creating your account.
📄️ Creating Your Organization
After creating your account, the next step is to set up your organization in JobRoutr. This is where you'll manage your company information and billing details.
📄️ Connect QuickBooks Online
Integrating JobRoutr with QuickBooks Online allows you to seamlessly sync customers, products, and invoice data between both systems. This step is crucial for maintaining accurate accounting records.
📄️ Build Your First Service
Services are the foundation of your JobRoutr workflow. They define what work your team performs for customers, including pricing, duration, and the specific tasks involved in completing each service.
📄️ Configure Email
Email configuration is a crucial step in setting up automated communication with your customers. JobRoutr can automatically send service reports to keep your customers informed throughout the service process.
📄️ Invite Team Members
Welcome to the final step of onboarding! Inviting team members allows you to collaborate with your staff, assign work, and manage your service operations efficiently. Team members can access JobRoutr from both the web dashboard and mobile app.